Angie Herbers is the Founder and Senior Consultant with Herbers and Company, a consulting firm specializing in assisting financial planning firms to solve their growth challenges. If you are seeking to set yourself apart from the rest of the pack, then this is an episode for you!

Listen in as Angie shares why firms with a clear recruiting strategy have an advantage over their competitors, what skills firms are looking for the most in new planner hires, and what skills are most lacking from planner candidates. We also discuss the biggest mistake that job seekers make when applying and interviewing for jobs, whether you should negotiate your compensation, and what career path Angie recommends for new planners just starting in the profession.

What You'll Learn In Today's Episode:

• What the recruiting landscape currently looks like after COVID. (1:55)
• How to determine what the culture at a firm really is. (5:20)
• What firms are looking for in new hires. (8:20)
• Angie’s advice for new planners looking to get noticed. (11:30)
• The biggest mistake that job candidates are making. (15:30)
• Whether to negotiate compensation. (17:30)

Ideas Worth Sharing:

“Never in my history of human capital management have we seen advisor firms going through the exact same thing at the exact same time.” - Angie Herbers Share on X “Culture has become one of the most powerful tools for recruitment in this time.” - Angie Herbers Share on X “The greatest retention tools are empathy, compassion, and tools for efficiency.” - Angie Herbers Share on X

Resources In Today's Episode:

• Angie Herbers: Website | LinkedIn

Download your free copy of the New Planner Career Roadmap!

In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.

 

 

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