Ep #34: Getting Hired in Financial Planning with Shannon O’Toole

Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources.

In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating opportunities, and the one question that you should ask everyone you interview with. We also discuss some of the worst mistakes candidates have made in interviews and how to stand out as a candidate for the right reasons.

What You'll Learn In Today's Episode:

The top things that employers are looking for in potential employees. (6:05)
Whether you should consider hiring a “mini me” version of yourself. (7:55)
Some of the biggest mistakes that candidates make. (9:10)
Some of the worst things that candidates have done in an interview process. (11:30)
Questions to consider asking in an interview. (13:45)
When to talk about compensation. (16:30)
Examples of what employers have done to engage their employees and what to do if your employer is not doing any of them. (20:45)
The top hiring characteristics that Shannon looks for in the recruitment process. (24:30)

Ideas Worth Sharing:

“Doing activities that engage people and make them feel really valued to your firm is an incredibly part of the employee life cycle.” - Shannon O’Toole Share on X “We want someone who has the same values, but we don’t want a ‘mini you.'” - Shannon O’Toole Share on X “Being on time, being dressed appropriately, is just as important now in a virtual interview as it is when you show up to a firm.” - Shannon O’Toole Share on X

Resources In Today's Episode:

Shannon O’Toole: Website | LinkedIn

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