Ep #395: Attracting And Retaining Top Advisors With Caleb Brown XYPN Radio podcast

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Ep #395: Attracting and Retaining Top Advisors with Caleb Brown

14d ago 1:01:36

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In this episode of XYPN Radio, we welcome back Caleb Brown, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advisory practices across the country.

We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on compensation and hiring timelines, as well as practical tips for vetting applicants through interviews and work samples.

Whether you're a firm owner or an aspiring financial planner, this episode offers a motivating and informative discussion on navigating the shifting landscape of talent in the financial planning industry. Tune in for actionable advice and the inside scoop on what top talent is looking for today.

395 つのエピソード