Cls's The Weighing Machine

How to Find the Best Talent for Your Firm with New Planner Recruiting’s Caleb Brown

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Sinopse

As we move into the New Year, and firms are in the process of creating formal growth plans and budgets, we take a closer look at what it takes to find and keep new talent. In this episode, Rusty and Robyn are joined by hiring expert Caleb Brown, Co-Founder and CEO at New Planner Recruiting in Athens, GA. Caleb weighs in on strategies for financial advisory firms looking to recruit top talent and strategies for talent to find the best firms.Key Takeaways[03:05] - Caleb’s diverse  professional background  and his role at New Planner.[05:39] - A macro assessment of the financial planning industry’s future growth[06:52] - What salary and hiring trends is Caleb seeing in the financial planning space?[08:29] - How might artificial intelligence impact the financial planning profession?[10:32] - How big of an impact does the CFP credential have on getting a job in the industry? How does it impact  your compensation level and attracting prospective clients?[14:02] - What advice does Caleb have  for financial planners