What to Look for When Hiring Young Planners
When contemplating staffing decisions for your firm, things such as timing, expectations, compensation, personality and skill set all have to align.
4 Ways to Grow the Financial Planner Talent Pool
It's a sad state of affairs when students hear "CFP" and think "College Football Playoffs."
2017 Career Guide: How Do Your HR Benefits Stack Up?
If you want to attract and retain next-gen advisors, remember they expect more than just salaries and bonuses for their work.
Job-Seeking Students Have Much to Learn
Last month, I visited four CFP Board-registered programs across three states.
Beyond Myers-Briggs: 4 Personality Tests for Hiring Advisors
Personality assessment tools don't guarantee a right-fit hire, but they do increase the likelihood of a good fit as part of a thorough recruiting process.
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.