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®

"We really felt we needed someone to guide us through the process of hiring our first new planner. The team at New Planner Recruiting is exactly what we needed. They gave us good advice from the beginning and guided us throughout the process. We felt very comfortable working with them as demonstrated abundant experience throughout the process. They presented a number of candidates to us and were excellent in indicating who might be a good fit for us. That person has now started with us and we are delighted!"

Martin Hopkins, CFP®

"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

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

Volume Hiring for Your Firm

Hiring and on-boarding new team members is a great way to increase the number of services you can offer and the number of clients you can service, but it can also be a lot of work and a challenging endeavor for those who don’t hire frequently. This month we interviewed Eric Sontag, COO of Sontag Advisory, who has...

When You Want Them To Leave

In August, we reviewed some strategies for trying to retain an employee who you don’t want to leave.  This month we review some things you can do to get an employee to leave if you don’t want to terminate them directly. Sometimes firm owners don’t terminate under-performing team members when they need to because of...

Employee(s) About to Bail Part 2 of 2

Last month, we reviewed possible warning signs that your employees might be looking to leave. In this month’s article, we offer some suggestions and ideas for overcoming common reasons employees cite as their reason for leaving (which varies depending on whether they’re leaving the profession, or just leaving for another firm), in an effort to...

Employee(s) About to Bail?

Unexpectedly losing someone in your organization is an unfortunate way to quash your business’s momentum and can become especially challenging during the usually slower summer months. Team members who have considered leaving you in the past and put their career prospects on hold to take vacations with their families, are going to start having a...

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!