If you have followed our newsletters, you know we are proponents of a thorough screening process. Because it’s easier to just not hire someone, than to have to fire them later! However, making great hires is like investing, in that you can reduce risks with proper planning, but can never eliminate them. You are always likely to have some concerns when making a hire. Yet at the same time, if you are dead set on holding out for the perfect candidate whom you have zero concerns with – you might ...
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Is Your Interview Process Too Long?
Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the obvious downside is that the longer a firm drags out the interview process the increased likelihood the candidate will accept an offer from a competing firm. In this month’s article, ...
Employing Remote Team Members
In some parts of the country, lack of local talent has compelled advisory firms to hire employees who work remotely. As the overall talent market continues to tighten, we see this as an increasingly prevalent strategy for firms to utilize in order to gain access to the best talent (wherever it may be). However, the already-recognized challenges of managing Millennial advisors can become even more complex when trying to manage them as remote team members in a virtual work ...
10 Questions with Caleb
When I am out traveling the country speaking with new planners seeking to enter the financial planning profession and firm owners seeking to hire them, I often see many of the same mistakes being made. Recently, Carly Schulaka, Editor of the Journal of Financial Planning asked me 10 questions which I have included below that will hopefully assist all parties to experience a much smoother interaction. However, you must click here if you are interested in my answers. Enjoy! 1. One of your areas ...
Team Performance Consulting
Team Performance Consulting What our clients have to say “While individual Kolbe reports can be interesting, informative, and useful, Caleb and The New Planner team were able to provide an analysis of our group as a whole that was extremely eye opening. The analysis they conducted provided for how the individual characteristics, or conative strengths, of team members aggregate and interact across the firm as a whole were both fascinating and clearly accurate. Ultimately, The New Planner ...
Setting Your New Hire Up For Success Part 2 of 2
Last month we looked at some tips on integrating new planner hires with clients http://bit.ly/Successpart1of2. This month, we will look at ways to ensure a successful integration of your new hire with your existing staff. The quicker your new hire can become acquainted with your current clients and acclimated with your current staff, the faster they will add value to your organization. However, changing the internal dynamics of your human capital talent portfolio can be challenging and needs ...
The Art and Science of Candidate Screening
Hiring the employee who is the right fit is both an art and a science. When dealing with entry level candidates who have no prior work history or demonstrated career success, it can be difficult to determine who will be a great hire and produce a positive ROI. Further complicating matters is the fact that there are drastic differences between the graduates of various financial planning programs. Fortunately, there are things you can do to improve your chances of a good fit hire. We encourage ...
Candidate Screening
Candidate Screening Now that you have your finalists, are you having trouble deciding which candidate to hire? Let us help! Due to popular demand, we now offer standalone screening services for your new financial planner hires. We will handle the time consuming back office legwork to thoroughly screen your candidate. Send your finalists through our intensive recruiting process and receive an objective summary for each one for comparison. Click On Any Item Below For Further Detail Best ...
Personality Assessments 101
When recruiting new employees, I often get questions about the validity, structure, and cost of various personality assessments. This month, we will take a look at some of the most common assessments that I come across and administer. Keep in mind, I am not the developer of these tools and have no affiliations with these companies. I am simply providing a general overview, based on my experiences and use of these tools. So why use personality assessments at all? Contrary to some popular ...
Caleb Brown
Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. Brown is a ...