Tag: Financial Advisor
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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How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

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Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life?  How do they stay energized as they evolve in their role?  

Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life.   

Key Highlights:

  • Personal and Professional Evolution: Learn how financial advisors can evolve by balancing their professional ambitions with personal milestones
  • Transitioning Roles: Discover strategies for shifting from hands-on planning roles to strategic leadership, learning how to adapt to the new responsibilities 
  • Building a Supportive Community: Understand the importance of a strong support system and mentoring the next generation of advisors to create cohesive and effective teams
  • Stay Energized: Explore methods to avoid burnout by aligning work with personal passions, ensuring sustained energy and excitement in your career
  • Growth Mindset: Learn ways to reframe and maintain a positive mindset, combating insecurities, and achieving long-term success through continuous personal and professional development
  • And much more: Including real-life examples and actionable advice for thriving in the financial advice industry.  

Resources:

Connect with Kristin Harad: 

Connect with Arlene Moss: 

About Arlene Moss: 

XYPN Executive Business Coach, Arlene Moss, helps fee-for-service financial planners get out of their own way in order to grow their practices. With over two decades of industry expertise, a knack for making meaningful connections, and a deftness for breaking emotional and mental barriers, attendees leave her sessions enlightened, inspired, and excited to put their pages of notes into action. 

Arlene has spoken around the country at NAPFA, Schwab IMPACT, Jolt!, and XYPN LIVE, among others.  She’s appeared on Kitces Office Hours, FiComm New Skool, and Carson Group Framework podcasts, and contributed to NAPFA Magazine.  When she isn’t mentoring others, she enjoys traveling and riding bikes—either solo or tandem with her husband or on the e-bike she fondly calls Viola.

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