Recruiting and hiring for your firm can be a challenging and time-consuming process, but it does not have to be. Caleb Brown, nationally known expert and Co-Founder & CEO of New Planner Recruiting, shares what he has learned over 15 years of recruiting financial planning talent for firms across the country and how the recent pandemic will impact hiring for years to come. Attendees will gain insights into understanding the next generation of financial services professionals, crafting a unique position description so you will stand out, where to source candidates from in this period of the Great Realignment to build a pipeline, how to effectively screen candidates to ensure they are a good cultural fit for your firm, plus proprietary research data addressing compensation best practices, how to successfully integrate a new hire into your firm, and strategies for retaining them.
Caleb Brown, MBA, CFP®
Caleb is the host of the New Planner Podcast, Co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening, and integrating financial planners in financial planning firms nationwide. He was named the Next Generation Influencer by Financial Planning magazine, one of the top 25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40. He is a graduate of the Texas Tech Personal Financial Planning Program and started his career spending over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model. He has been recognized as a Distinguished Alumnus for the TTU College of Human Sciences and a Distinguished Alumnus for the TTU Financial Planning Program. He has authored Successful Hiring for Financial Planners: The Human Capital Advantage which is a compilation of the to do’s and what not to do’s in hiring for a financial planning firm so business owners can alleviate pain points often associated with hiring. As well as Finding Your Path: The Roadmap From Student to Successful Financial Planner a guide for aspiring planners to create the career of their dreams.
He is a Kolbe Certified™ Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other organizations across the nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full-time positions in financial planning as well as the firm owners who hire them. He is also an Adjunct Faculty member for the University of Georgia’s Financial Planning Program. Outside of work, Caleb coach’s youth sports and volunteers with various programs benefiting foster and adoptive kids. He is also an avid golfer, hiker, Tough Mudder, and snowboarder.