Beyond Meyers-Briggs: Assessment Tools for Hiring Advisors
When recruiting new employees, I often get questions about various personality assessments.
What to Expect in Your First 90 Days
Lots of energetic and passionate new planners around the country will start their careers this summer after graduation or the July CFP certification exam.
Talent Wars: Lessons From Leading Firms
As part of our recruiting process, we periodically check in with candidates to gauge how they are acclimating to their new position.
How to Scare Away New Talent
Many well-intentioned firm owners cut corners in the hiring process. Big mistake.
How to Hire for a Financial Planning Residency Program
Many financial planning firms have found hiring a resident financial planner alleviates some of their pain points and assists with growth.
Evaluating Young Financial Planners
Earlier this spring, I visited four CFP Board-registered university programs to ensure we are sourcing the best available talent for the firms we represent.
Should I Hire a New or Experienced Planner?
As financial planning firms grow, eventually they need to hire a new planner. The question firm owners face is this: hire someone new to the industry, or hire an advisor who's more experienced?
The Rise of the Millennial Manager
My next-gen peers who once described their firms’ senior managers as “incapable” now struggle with the same issues when they become responsible for managing people.
Breaking Through Your Career-Track Barrier
In my conversations with next-gen advisors throughout the country, many express frustration that they are stuck in an associate advisor role when their desire is to move into a full lead advisor role.