Blog

Often times hiring firms are unsure of where to best utilize their new hires. In this month’s article, we will discuss the first few tasks you should delegate to your new planner to help your firm grow and to retain your new hire for the long term.  Due to a previously existing shallow talent pool and the recent Talent Realignment, hiring is especially challenging right now. If you are successful in having your offer accepted, ensure you are getting the maximum return on your new ...

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Even though the Great Resignation has typically had its greatest effect on lower wage earners in the restaurant and hospitality industries, financial planning firms are not immune. In turbulent times such as these, firms need to ensure they are on target/closely monitoring the compensation structures to decide if a revamp/adjustment is necessary.  In this month’s article, we will review the most common compensation models for new financial planning professionals just starting out. The ...

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The mistakes job seekers make in interviews have been well documented, but the firm owner interviewer is prone to blunders as well. In this month’s article, we are going to review the most common questions job seekers report to us that hiring firms are flubbing in interviews causing job seekers to rethink their interest in the firm and remove themselves from consideration.  So here are the questions firm owners need to be most prepared to answer, and some tips for succeeding in your ...

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