Month: December 2024
Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)

Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)

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Finding the right talent can revolutionize a firm’s growth trajectory, but where do you start?

In this episode of Full Advisor Coaching, Kristin Harad interviews Caleb Brown, MBA, CFP®, CEO of New Planner Recruiting, about the art and science of hiring financial planners. 

They discuss the strategies and tools to recruit, train, and integrate new talent into advisory firms. Caleb also shares his passion for helping new planners build fulfilling careers while maximizing firm efficiency.

Caleb discusses:

  • How his own challenges as a new financial planner inspired the creation of New Planner Recruiting
  • The step-by-step hiring process that ensures a “right fit” between firms and candidates
  • The importance of identifying firm values and differentiators to attract top talent
  • The tools, like a Kolbe assessment, used to evaluate candidates holistically
  • The growing trend of virtual work and its implications for advisory firms
  • And more

Resources:

Connect with Kristin Harad: 

Connect with Caleb Brown: 

About our Guest: 

Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM 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 FPA chapters 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.  Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. 

He has been featured in Investment News, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners.

Caleb is a member of the FPA New Professionals Advisory Council and the Chairman of NexGen, an FPA community for new financial planners. He was named the Next Generation Influencer by Financial Planning magazine for 2012. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.

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Turn Operational Challenges into Growth Opportunities with Cameo Roberson (Ep. 23)

Turn Operational Challenges into Growth Opportunities with Cameo Roberson (Ep. 23)

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What happens when financial advisors pivot their focus from client acquisition to streamlining operations? 

In this episode, Kristin Harad interviews Cameo Roberson, founder of Atlas Park Consulting, about her expertise in helping advisory firms turn operational challenges into pathways for scalable, seven-figure growth. 

Cameo reveals insights into building effective systems, leveraging technology, and prioritizing client experience as key drivers of a successful financial advice business.

Kristin and Cameo discuss:

  • The importance of a seamless operational backbone to support high-level service
  • Identifying and addressing the most common operational pain points
  • Techniques for delegating and automating tasks for consistent client service
  • Using your CRM efficiently to empower your team
  • How to capture and utilize client information for better service and retention
  • And more!

Connect with Kristin Harad: 

Connect with Cameo Roberson:

About our Guest: 

Cameo Roberson is the founder of Atlas Park Consulting, where she specializes in helping financial advisory firms streamline operations for growth and efficiency. With over six years of experience, Cameo has worked with more than 85 firms to drive over $100,000 in new revenue or cost savings within their first year of collaboration. Her expertise includes optimizing client service workflows, building efficient CRMs, and guiding advisors in creating scalable systems that enhance client experience. Cameo is known for transforming operational challenges into pathways for seven-figure growth, positioning her clients for sustainable success.

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