10 Steps for Climbing the Career Ladder
If you are an associate planner with your sights set on a lead advisor role, here are ideas to help set and achieve your goals.
Conative Screening: Using the Kolbe Index to Understand New Hires
There are three parts of the mind that should be measured when screening potential new hires: affective, cognitive and conative.
3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address.
Performance vs. Tenure: A Lesson in Employee Evaluation
A firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
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.