How to Find, Hire, Train, and Retain Top Talent for Your Firm-Slide handout

Slide handout

Pdf Summary

The document by Caleb Brown from New Planner Recruiting, LLC, discusses current hiring trends, candidate sourcing strategies, best practices for retention, and actionable takeaways in the financial planning industry. It highlights the impact of market conditions, timing for new hires, priorities for attracting candidates, and factors influencing retention, such as mentoring and equity ownership. The text emphasizes the importance of firm culture, compensation, and career development in attracting and retaining talent, especially among Gen Y and Z. Strategies for creating job opportunities, retaining employees, and promoting effective leadership are outlined. Tips for enhancing employee benefits, addressing compensation concerns, and facilitating growth within the organization are provided. The document also presents salary data comparisons and recommendations for fair compensation increases. It advises on job descriptions, virtual roles, hiring strategies, and ongoing performance evaluations. In conclusion, the document encourages open communication about expectations, leveraging current team members for recruitment, and continuous review and improvement of employee-related practices. Readers are directed to available resources for further information and support.

Keywords

hiring trends

candidate sourcing strategies

retention best practices

financial planning industry

market conditions

attraction priorities

retention factors

firm culture

career development

employee benefits