FW: [FWD: Nexgen Planners Launch New Financial Planner Recruiting Business]

[Ryan J. Blair]

 

 

Ryan J. Blair, CFP®

SFMG Wealth Advisors

5310 Harvest Hill Road | Suite 226 | Dallas, TX 75230

Tel 972.960.6460 | Fax 972.960.6455 | www.SFMG.com

 

From: Caleb Brown, MBA, CFP® [mailto:cbr...@newplannerrecruiting.com]
Sent: Tuesday, October 06, 2009 3:20 PM
To: Ryan J. Blair
Subject: [FWD: Nexgen Planners Launch New Financial Planner Recruiting Business]

 

 Ryan, would you send out to the TTU alumni group. Thanks!

 

Caleb Brown, MBA, CFP®
Partner, New Planner Recruiting
"Their Success is Your Success"
email: cbr...@newplannerrecruiting.com
phone: 888-666-1021
fax: 888-666-1022

 

 

-------- Original Message --------
Subject: Nexgen Planners Launch New Financial Planner Recruiting
Business
From: "Caleb Brown, MBA, CFP®" <cbr...@newplannerrecruiting.com>
Date: Mon, October 05, 2009 8:26 pm
To: in...@newplannerrecruiting.com

Dear Friends,  

 

As many of you know, for years I have been a passionate supporter of advancing career development in the financial planning profession, and making it easier and more effective for new practitioners to find employment and learn their profession.

In pursuit of this dream, I have recently launched a recruiting firm in partnership with Michael Kitces that specializes in placing CFP board registered program graduates into professional entry-level positions in financial planning firms. Our goal is to help business owners find the 'right' fit, not just 'a' fit when expanding their business by adding professional staff - and furthermore, to ensure that the firm and the job are the 'right' fit for the prospective new employee. We know from our experience in the industry that having the right fit between employee, firm, and business owner is crucial to successfully hiring and retaining quality employees in a financial planning firm.

Here is an overview of some of the things we help business owners with:

-Creating a meaningful work plan (i.e. effective job description)

- Facilitating and coaching you on the interview process (what to ask, when, and why, etc.)

- Assist in developing a compensation structure for your new hire

- Developing career track guidelines specific to your firm

- Communicating/relaying new planner's expectations

- Coaching you on tips for managing new "next generation" planners (Gen Y and Millennials)

- Other resources, such as employee review/evaluation materials, as necessary for on-going assistance with your new hire

 

We invite you to visit our website www.newplannerrecruiting.com for further details, and let us know if you think this new service would be beneficial for a planner you know who is considering a new professional staff hire.

 

 

Caleb Brown, MBA, CFP®
Partner, New Planner Recruiting
"Their Success is Your Success"
email: cbr...@newplannerrecruiting.com
phone: 888-666-1021
fax: 888-666-1022