Roger and Ben talk to Caleb Brown of New Planner Recruiting about the "state of the union" of advisory firms and hiring aspiring planners. There's a "war for talent", and "A players" are hard to find. We laugh, we cry, and at some point we make an offer to endow a set of pens to our local financial planning university programs, in lieu of an endowed Chair. Good times.
Some additional highlights from the episode:
- How to make a job descriptions that stand out in a crowded field
- What are top job candidates looking for in a position, and what are top advisory firms looking for in job candidates
- Ways in which both firms and job candidates are being unreasonable
- Advice for firms that are wary about hiring planners right out of school or who are relocating geographically
- The roles that university programs and professors are playing in terms of job placement and job satsifcation, both good and not so good
- Why firms should consider outsourcing the inital phases of the hiring process
Links to things we talk about
Option B, the newly released book by Sheryl Sandberg and Adam Grant.