How to Find, Hire, Train, and Retain Top Talent for Your Firm
Recruiting and hiring for your firm can be a challenging and time-consuming process, but it does not have to be. Caleb Brown, nationally known expert and Co-Founder & CEO of New Planner Recruiting, shares what he has learned over 15 years of recruiting financial planning talent for firms across the country and how the recent pandemic will impact hiring for years to come. Attendees will gain insights into understanding the next generation of financial services professionals, crafting a unique position description so you will stand out, where to source candidates from in this period of the Great Realignment to build a pipeline, how to effectively screen candidates to ensure they are a good cultural fit for your firm, plus proprietary research data addressing compensation best practices, how to successfully integrate a new hire into your firm, and strategies for retaining them.
Learning Objectives:
- Learn the differences between the generations in today’s workforce and the impacts on the talent pipeline
- Understand the position and career expectations of the new financial planner generation
- Gain perspective on the capabilities of new financial planners and how they add value
Thank you for attending!
