Successful Hiring for Financial Planners: The 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. More
Available ebook formats: epub
About Caleb Brown

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.

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