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Dec15Getting a Head Start on Your Hiring

Getting a Head Start on Your Hiring

The beginning of the year into the late spring historically has been a popular time for financial planning firms to hire as firms seek to recruit college graduates graduating in May, bring on additional support for the extra work during tax season, and to service the increase in new clients starting their financial planning engagement with the firm.  Even though the market has been down for the last year, we anticipate more of the same type of hiring demand this year, based on the increased ...

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Jun15Training New Financial Planners

Training New Financial Planners

The financial planning profession has changed substantially since I joined almost 20 years ago. While these changes have been mostly for the better, we are still struggling with the hiring and training of new financial planners. I see it every day as CEO of New Planner Recruiting, each semester as an adjunct faculty member at the University of Georgia’s financial planning program, and as a CFP professional with a local RIA.Many of the smaller independent RIAs don't have the infrastructure, ...

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Feb18Ep #70: Insights from a Chief Talent Officer with Nate Nassif

Ep #70: Insights from a Chief Talent Officer with Nate Nassif

Nate Nassif is a Talent Management Consultant with a specialty in organizational design, career development, diversity and inclusion, performance measurement, and employee life cycle management. He joins the show today to share his perspective on hiring, culture, and leadership within a large RIA firm. Listen in as Nate shares why culture and culture fit are crucial elements to a successful employment relationship, how job seekers can find the best opportunities with top firms, and how they can ...

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Oct22Ep #53: From Admin Assistant to CEO with Tina Mistry

Ep #53: From Admin Assistant to CEO with Tina Mistry

Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for ...

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Oct15Hiring Multiple People At Once: Silly or Smart?

Hiring Multiple People At Once: Silly or Smart?

We had a recruiting client recently ask us what the pros and cons were for hiring, onboarding, and training multiple people at once, since they had only planned on hiring one person, but were considering hiring up to three at one time based on the candidates we brought to them.  Since this firm had never hired more than one person at a time before, we thought in this month’s article we would point out some of the advantages and disadvantages of bringing on multiple people ...

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Aug20Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin

Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin

Jared Tobin is an Associate Financial Planner, and Klint Olive is the Founder and CEO of Olive Wealth Management based out of Houston, TX. Klint hired Jared straight out of school, and today he shares what stood out about Jared and what makes him such a great fit, even after just six months. If you are wondering what you could be doing in the industry in only a few short months, make sure to tune in. You'll hear Klint share his experience starting his own firm, why operating as a sole ...

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Jul16Ep #41: New Planner Turned Hiring Manager with Sean Alford

Ep #41: New Planner Turned Hiring Manager with Sean Alford

Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen in as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and ...

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Jul14Timing Your First Hire

Timing Your First Hire

Much of our time in hiring engagements with financial planning firms involves discussing team structure, role development, and overall hiring strategy. In particular, we spend a lot of time discussing with business owners about when they should hire, and for what role at various points in their business.  Obviously, every firm is different and there are some variances, but many successful firms have followed this path. Nonetheless, below is a chart to help ensure you are considering ...

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May28Ep #34: Getting Hired in Financial Planning with Shannon O’Toole

Ep #34: Getting Hired in Financial Planning with Shannon O’Toole

Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating ...

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Mar05Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets

Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets

Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Paragon utilizes to help aspiring professionals select the right profession, corresponding job ...

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Dec11Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross

Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years ...

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Oct23Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller

Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller

Jim Miller of Woodward Financial Advisors joins the show today to discuss how the flat fee model works and what made him decide to go that route. He also shares his experiences and insight on buying out a firm, switching financial models, retaining clients, acquiring new clients, and bringing on the right team members. Listen in to hear the details of Jim's early years in the industry and how he navigated various challenges and hurdles that came his way. You'll learn the mechanics of buying ...

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