Last month, we looked at what new planners are seeking from the culture of the organization they join. This month, we are going to review what they are looking for from a compensation and benefits perspective. See below for the most commonly cited components of what new planners are seeking from their employers that we...
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.
"A human capital strategy almost supersedes every other strategy in the marketplace."
"Your help with our last hire was a tremendous benefit to me."
"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®
“You guys make the hiring process a pleasure!"
Fred Cornelius, CFP, CFA ~Burt Wealth
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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