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

New Planner Recruitng

Option B, the newly released book by Sheryl Sandberg and Adam Grant.

Option B: Facing Adversity, Building Resilience, and Finding Joy $15.55 By Sheryl Sandberg, Adam Grant