How to Hire, Train, and Retain the Next Generation of Talent- S23OD-Recording-How to Hire

Video Transcription

Video Summary

In this video, Luis Rosa and Sean Tedlasca discuss how to hire, train, and retain the next generation of talent in the financial planning industry. They introduce themselves as speakers on the topic and mention their respective firms and programs. The speakers engage with the audience and ask questions to gauge their backgrounds and hiring needs.<br /><br />They explain that their presentation will cover hiring and retaining advisors from diverse backgrounds. They emphasize the importance of having a clear hiring process and onboarding plan in place. They suggest using resources like nondisclosure agreements, sample employment agreements, and job boards to find candidates. They also mention the BLX Internship Program, which focuses on increasing diversity in the financial planning field.<br /><br />The speakers provide tips on attracting top talent, such as offering professional growth opportunities, a technology budget, and a strong mentorship program. They recommend providing additional perks like floating holidays and being aware of dietary restrictions to create a welcoming environment.<br /><br />They discuss the importance of an inclusive workplace culture and suggest implementing practices like intern buddies, Capstone projects, and introducing interns to clients. They suggest using technology tools like LastPass, Slack, and Hotspot Shield for remote work and ensuring data security.<br /><br />The speakers share insights from the BLX Internship Program, including the benefits of meaningful projects, intern swaps, and integrating interns into the company. They provide resources such as the NAPFA DEI toolkit and the DEI certification program. They recommend creating career expectations and mentorship opportunities to help interns succeed.<br /><br />The video concludes with a question and answer session and a reminder of the resources available for download.

Keywords

hiring

training

retaining

financial planning industry

diverse backgrounds

onboarding plan

BLX Internship Program

mentorship program

inclusive workplace culture

technology tools