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Ongoing Recruiting

What our clients have to say

"We engaged the team at New Planner Recruiting to constantly monitor the talent market for us and present candidates even when we didn't have an opening because we didn't want to miss out on the right candidate due to timing. They sent us people each month and we made many critical hires while building out our planning team."

Brent Beene, CFP®
Managing Partner, RegentAtlantic

Typical Hiring Process

Ongoing Hiring Process

Are you a successful, top-echelon firm that is growing and can't seem to find quality talent quick enough?

Was it a lengthy and costly process the last time you hired?

Do you feel like continuing the recruitment process, even though you don't have a position open any longer, so you don't happen to miss a good candidate for next time?

Would your life be easier and less stressful if you knew someone was always looking out for and screening talent for your firm?

We now offer our comprehensive recruiting services on an ongoing monthly retainer basis for fast growing firms looking to hire and bring in talent on an ongoing basis. For more details, give us a call, so we can discuss your firm's needs further.

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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 get rockstar hires that stay with your company

And much more!

Learn More