How to properly screen new financial advisors by hiring for access rather than skills with Caleb Brown

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How to properly screen new financial advisors by hiring for access rather than skills with Caleb Brown

When it is time to rent a brand new monetary planner that will help you develop what you are promoting and construct your crew, this activity can appear daunting. It’s not doable to belief your shoppers identical to that, so how you can proceed find and recruiting one of the best of right this moment’s greatest proficient monetary planners? At present, Caleb Brown joined us and shared his tips about how you can discover one of the best candidates in your firm.

Caleb is a co-founder of New Planner Recruiting Agency and has a few years of economic planning and strategic recruitment. He emphasizes the significance of wanting past expertise and delving into the deeper corners of candidates’ CVs and personalities to search out any unteachable traits. From varied testing strategies to case research and varied interview methods, Caleb teaches managers varied ways on how you can discover trusted go-getters that may get shoppers to take motion.

Get full notes and a transcript of this episode at: www.kitces.com/31

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