Welcome to New Planner Recruiting!
We are here to help save financial planning firm owners time, money and unnecessary headaches when hiring new team members.
Each month we will send you an article filled with insights, tips and inside info so you can build your team of superstars.
Click the button below to download the whitepaper we have prepared for you: "Onboarding and Training New Hires Virtually"
Be sure to check out our New Planner Podcast too! Here are our top 3 most popular episodes
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…
Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris
Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the…
Ep #01: Yusuf Abugideiri and Bryan Hasling – Succession Planning from a G2 Perspective
Welcome to the New Planner Podcast, where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar…
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Your Success is Their Success!
Caleb and The New Planner Recruiting Team
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