You're good at financial planning for your clients,we're good at finding and integrating the right people for your team.

Let's both stick to what we're good at.

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"A human capital strategy almost supersedes every other strategy in the marketplace."

Mark Tibergien

"Your help with our last hire was a tremendous benefit to me."

David Lewis

"Our new hire is doing very well.  She is fitting in nicely, has been effective in taking over some existing relationships, and has started to market our firm to prospective clients.  Good job on the recommendation! " 

Morgan Stone, MBA, CFP®

"...I feel like this is going to be a really good fit and a good long-term relationship.  I just wanted to say thank you again for your help and all the great work you guys did to help me on this."  

Bill Cleveland, MBA, CPA, CFP®, PFS

"We made her an offer which she accepted and we can’t thank you enough…she’s special and we never would have found her on our own."

John Augenblick, MBA, CFP

"New Planner Recruiting is much more than your standard recruiting firm; Caleb and his colleagues are basically an extension of our organization.  As a result of the detailed diligence they performed on us, their knowledge of our industry, and the types of applicants they work with, they have been able to identify the right candidates for our firm with an extraordinarily high success rate.  The days of looking through hundreds of resumes, or knowing five minutes into an interview that the candidate is a poor fit, are thankfully gone.  Over the past two years, we have filled four positions with New Planner Recruiting, and most remarkably, we have yet to have an offer declined and all hires have been successful.  Thank you!"

Eric Sontag, CFA

"Working with NPR was one of the best decisions that I have made as a business owner.  While we prided ourselves on a fairly thorough recruiting process, NPR put us to shame.  Their ability to assess technical skills, personality and client-readiness was far beyond what we could have done.  And as a busy business owner, they saved me DAYS of time in screening and initial interviews to get me several top notch candidates.  I have recommended NPR to other firms and will continue to consider them as part of my future firm growth strategy.  Stop wasting valuable revenue producing time doing something you are not good at and hire NPR!" 

Lisa A.K. Kirchenbauer, CFP®, RLP®

What candidates do we work with?

  • Has, or is pursuing CFP® certification
  • Top 10% in capabilities, top 1% in effort
  • Demonstrated passion for the financial planning profession
  • Commitment to a career in financial planning
  • Takes a No Job is Beneath Them Mentality
  • Above average sense of urgency
  • Life-long learner

What firms do we work with?

  • Firms that are serious about financial planning
  • Offering salaried, non-sales, support type positons that can grow into more
  • Has reasonable expectations for new hires
  • Career track options
  • Growing revenue and client base
  • Culture of collaboration and mentorship
  • Utilize technology

What Story Do You Have To Tell Prospective New Hires?

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Firm owners newsletter archive

Leading Your Team During a Crisis

Leading an organization during a crisis is a challenging endeavor, but it comes with the territory. After all, if it were easy, then everyone would do it!  Leadership is about inspiration, and getting people to deliver their best towards a common set of goals they share with your organization. But leadership does not mean having...

Employing Remote Team Members

Even though some states are re-opening and the worst is hopefully behind us, the Covid-19 Pandemic of 2020 has taken over 100,000 lives, destroyed thousands of businesses, and devastated many associated livelihoods.  We published the article entitled “Employing Remote Team Members” four years ago in May 2016. What then may have been suggestions, for uncomfortable...

Mastering Your Virtual Interviewing

Social distancing and shelter in place restrictions have made it almost impossible to interview candidates in person in your office. Conducting an effective interview is a challenge, by itself, and removing the component that gives you the greatest insight into a person’s energy, gravitas, body language, and overall presence can make choosing the best candidate...

Strengthening and Revitalizing Your Team During a Downturn

When your team members are working harder and longer to serve your clients consider these tips to keep them motivated so they will be able to more effectively help you navigate through these challenging times: Positive reinforcement - Tell them they are doing a good job. It is a management best practice to do this...

Learn the ins-and-outs of recruiting, hiring, and training talent.

Check out our recently-released 9-part course, “Building Your Dream Team: Recruiting, Hiring, and Retaining Talent in Financial Planning.”

You'll learn...

» How the financial planning industry is changing, and how that impacts your hiring lifecycle

» Our process for recruiting

» How to correctly make an offer to applicants

» How to attract rockstar hires that stay with your company

And much more!