As more advisors reach retirement age, a generational talent crisis has become cause for alarm among firms seeking new hires.
Next Tuesday ByAllAccounts will be hosting a webinar on how firms and advisors-in-transition can maximize their hiring potential and combat an industry wide talent crisis. Guest presenters Caleb Brown of New Planner Recruiting and Mindy Diamond of Diamond Consultants will share their expert opinions and experience with helping firms and advisors-in-transition accomplish their hiring goals.
Topics covered will include:
Tips for making your firm attractive to candidates
Best practices for retaining the next generation of advisors
The steps to take when evaluating whether it pays to switch firms
When deciding whether to switch firms, how do you compare and contrast your options?
Join us next Tuesday, February 11th at 2:30pm EST for this key update. Register here to reserve your seat.
About Caleb: Caleb Brown, MBA, CFP® is a past President of FPA NexGen and Partner in New Planner Recruiting, LLC, a recruiting firm that places financial planners in financial planning firms nationwide. He can be reached at www.newplannerrecruiting.com
Mindy Diamond is President and CEO of Diamond Consultants which she founded in 1997. In partnership with her husband, Howard, they have developed an organization that focuses on smart talent recruiting and strategic business consulting that employs a unique relationship driven approach. Nationally recognized as an industry thought leader, Mindy works with the nation’s top advisors and firms and consults with, trains and coaches individuals, small and large groups on state-of-the-art practices with regard to helping them reach their full potential through a Total Growth® approach.
You may also be interested in:
Reserve your seat for the webinar: The Advisory Talent Crisis - How firms & advisors can maximize hiring potential
Integrating, Cultivating, and Retaining The Next Generation of Financial Planners (Blog post by Caleb Brown, MBA, CFP, Partner, New Planner Recruiting)
Tips for advisors-in-transition in a talent squeezed market (Part II of II) (Blog post by Cynthia Stephens featuring Mindy Diamond of Diamond Consultants)
comments powered by Disqus