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.
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.
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.
Título : Successful Hiring for Financial Planners: The Human Capital Advantage
EAN : 9798227608666
Editorial : Coventry House Publishing
El libro electrónico Successful Hiring for Financial Planners: The Human Capital Advantage está en formato ePub
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