86 min listen
Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown
Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown
ratings:
Length:
93 minutes
Released:
Aug 1, 2017
Format:
Podcast episode
Description
When it’s time to hire a new financial planner to help grow the business and build your team, the task can seem overwhelming. Trusting your clients with just anyone isn’t an option, so how do you go about finding and recruiting the best of the best of today’s talented financial planners? Today we have Caleb Brown joining us on the show and sharing his tips for finding the top candidates to join your firm. Caleb is the co-founder of New Planner Recruiting Firm and has many years of both financial planning and strategic recruiting under his belt. He emphasizes the importance of looking beyond skill and diving into the deeper corners of applicants’ resumes and personalities to find any unteachable traits. From different testing methods to case studies and various interview techniques, Caleb teaches managers different tactics for finding trustworthy go-getters who can get clients to take action. Get the full show notes and transcript for this episode at: www.kitces.com/31
Released:
Aug 1, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan: Today physician and financial planner Carolyn McClanahan joins us to talk about her ensemble practice, where she and her 4-person team work with 80 clients. by Financial Advisor Success