Let us assist in your succession planning process. We can help guide you through the hiring of a successor from beginning to end. We start by analyzing your current team, identifying potential successors, assessing the potential successors, assist with promotion and integration. Then remain engaged to hire for the position that was left vacant due to promotion.

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!