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You're Good At Financial
Planning For Your Clients

We're Good At Finding And Integrating The Right
People For Your Team

What hiring firms have to say

“We have used the screening service numerous times and it has worked very well for us”

Rich Bryan, CFP®

“... He’s very impressive and he’s got some great skills. It’s an ideal match.”

Tony D'Amico, CFP®

The New Planner Recruiting Hiring AdvantageTM

By going through The New Planner Recruiting Hiring AdvantageTM we help you identify a prospective hire's potential challenges and strengths quicker for your firm as measured by our thorough candidate screening scoring summary so that there are no interruptions in your client service and business growth plans.


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 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 Story Do You Tell Prospective New Hires?

Majority of FP career opportunities
Above average opportunity
(compelling story)
Superior career opportunities
(very compelling story)

Does your firm attract top talent? Do you offer the same opportunity as most firms, or do you have a unique value proposition for new planners? There is a clear difference between firms that have the same offering and firms that have above average or superior career opportunities.

The majority of firms hire to fill positions, pay salaries, and have work completed, but offer very little beyond that.

Firms offering above average opportunities tend to have a growth opportunity that a new planner can take the lead on, such as targeting a new niche or type of client; members of the military, the emerging affluent, social media influencers.

Firms with superior career opportunities value their employees and want to see them succeed. They foster mentorships and organizational development, offer programs that expose new hires to all aspects of the business, and prioritize succession planning as one of your core values.

At the end of the day, top-tier firms attract top-tier talent.  What do you attract?

Explore Our Services

Comprehensive Recruiting

Sourcing and screening candidates can be time-consuming and take you away from the revenue generating activities you need to be focused on to grow. Let us handle the recruitment process from start to finish with our comprehensive recruiting services so you can stay focused on what you do best; helping your clients and growing your business.

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You have sourced your own candidates, but how do you effectively screen them and make the right hiring choices? Our proprietary screening process has been proven to measure the intangible qualities that are the best predictors of success, taking the guesswork out of your decision-making and providing you with an increased level of confidence in your selection.

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Ongoing Recruiting

Are you constantly sourcing and hiring new talent? Our ongoing recruiting services give you all the benefits of our comprehensive recruiting services in the form of a long-term commitment. We will always be on the lookout for and screen new talent for you, so you can stay focused on your business and not have to worry if you just missed the potential right fit for your firm.

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Team Performance Consulting

Is your team operating at its optimal level? Do you have the right people in the right roles? Our team performance consulting review analyzes your current human capital at a micro and macro level assessing the synergies of each team member and the organization as a whole, which will help you make better hiring decisions, reduce quiet quitting and turnover, and prevent employee burnout.

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Human Capital/Hiring Strategy Consulting

Not sure if you have the right people or if you need to hire? Or know you need to hire but don’t know who? If you aren’t sure of your next step, you can schedule a 1-hour “ask anything” call with our Co-founder and Partner, Caleb Brown. Caleb will help you focus on your human capital and hiring strategies so that you can make more informed hiring decisions.

Learn More

Resources For Hiring Firms

A Must Read Book
Successful Hiring for Financial Planners: The Human Capital Advantage

Check it out on amazon

Get Your Free Copy Today
The 2023 New Planner Recruiting Salary Report

Download Report

We're Here to Help

Let us help you find the right people for your team.

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