Financial Professionals

Chapter events

Virtual Chapter meeting
June 16

ZOOM Please register via Cvent
7:30 - 10:00 am
Presenter: Caleb Brown, MBA, CFP®

Recruiting and Managing Talent for Your Firm in a Post COVID-19 World
Recruiting and hiring for your firm can be a challenging and time-consuming process but is does not have to be! Caleb Brown, nationally known expert and Co-Founder & CEO of New Planner Recruiting, shares what he has learned over 10 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 his insights into understanding the next generation of financial services professionals, crafting a unique position description so you will stand out, where to source candidates to build a pipeline, how to effectively screen candidates to ensure they are a good fit for your firm, compensation data and best practices, successfully integrating a new hire into your firm, and strategies for retaining them.

RSVP by June 15, 2020

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