Successful Hiring for Financial Planners: The Human Capital Advantage:

by Caleb Brown, Michael Kitces (Introduction)

Overview

From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, "Successful Hiring for Financial Planners" is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm.

Inside this guide you will learn:
- How to develop an appealing career track
- When you should begin the hiring process
- How to let your firm's culture recruit for you
- The art and science of screening candidates
- How to overcome common hiring struggles
-Practical tips to handle underperformers
- How to develop a succession plan

"Successful Hiring for Financial Planners" delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.

Product Details

ISBN-13:	9781957426105
Publisher:	Coventry House Publishing
Publication date:	01/18/2018
Pages:	160
Product dimensions:	5.25(w) x 8.00(h) x 0.34(d)

About the Author

Caleb is the co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening, and integrating financial planners in firms nationwide. He was named the Next Generation Influencer by Financial Planning Magazine, and one of the Top 25 Most Influential People in the Industry by Investment Advisor Magazine. In addition, Caleb was named to the prestigious 40 Under 40 list by Investment News.

As a graduate of Texas Tech University’s Personal Financial Planning Program, Caleb has mentored, hired, managed, and coached thousands of career changers and college students seeking positions in financial planning, as well as the firm owners who hire them. For his outstanding accomplishments, he has been recognized as a Distinguished Alumnus for the Texas Tech University College of Human Sciences, as well as a Distinguished Alumnus for their Financial Planning Program.

Editorial Reviews

"Caleb offers practical tools and techniques to optimize your hiring process to ensure that you identify and attract the candidates who are the best fit for your firm. A must read for firms focused on growth."

Co-Founder of Yeske Buie - Dave Yeske

"A must-read for any advisor who wants to expand their firm. Caleb shares strategies for hiring not just next-generation talent, but also for better managing the hiring process.

Managing Director of Generation Next, TD Ameritrade Institutional - Kate Healy

"Caleb is the foremost expert on hiring new advisors in the financial advisory industry and his knowledge and experience have translated into a manual that every firm owner should have in their library."

CEO of The Ensemble Practice - Philip Palaveev

"Caleb's insights cover the philosophical, practical, and personal aspects in ways that will leave any firm better prepared to hire and retain successful advisors. A must-have resource that every advisor should read and refer to often."

CEO of Educe Inc., Founder of Quantuvis Consulting - Stephanie Bogan

"Successful Hiring is by far your best how-to guide to getting the right people on your bus and successfully navigating the future talent shortage in the financial planning profession."

Author of The New Profession - Bob Veres