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“...I’ve about had it. I don't know what these people are looking for and I’m tired of having to try to cater to their needs…” Sound familiar? We hear from a lot of frustrated firm owners across the country about the recruiting and retention challenges they have been facing in their firms, especially over the last few years. We are certainly in unprecedented times when it comes to navigating the human capital component of your business, and while it can be frustrating at times, it is ...
“I’m tired of working so hard for my boss, who is never here, so they can drive a Tesla!” We heard this recently from an employee at an advisory firm. It certainly isn’t the first time we have heard of employees resenting their bosses, but it is seemingly becoming more common. In this case it wasn't really about the Tesla, it usually isn't - it was mounting frustration driven by several underlying issues. Keep in mind at the end of the day it is your firm and you can drive whatever you ...
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 ...
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 ...
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 ...
Caleb Brown was interviewed on a September 2015 episode of the XY Planning Network Radio ...
Caleb Brown was featured in the June 2015 edition of Investment News ...
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