Successful Hiring for Financial Planners

The Human Capital Advantage

By: Caleb Brown

Narrated by: Joseph Brookhouse

Is your firm utilizing its human capital advantage?

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 under-performers
• 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.

©2018 Coventry House Publishing (P)2018 Coventry House Publishing

Required reading or listening for any financial advisory firm seeking to hire and manage staff

This book contains so much rich content on successful steps to attract, hire, and retain qualified new hires for financial planning and investment advisory teams. I wish I had had access to this book earlier on in my business growth so that I could be sure to start out on the right foot with new hires. That being said, there are so many tips and action items for improving management and employee development skills and succession planning for staff who are currently employed in this business. Caleb Brown’s book is a must read for any advisory firm seeking to hire and retain the best people for their business going forward. With so many opportunities for new financial planning graduates, businesses need to optimize their employee benefits and growth opportunities for the next generation of employees. This book tells us everything we need to know in a step-by-step manner.