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Ep 28: How to Find Candidates and Screen for the Right Fit
Ep 28: How to Find Candidates and Screen for the Right Fit
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Caleb Brown, a recruiting expert specializing in financial planning firms. Through New Planner Recruiting, Caleb assists firm owners with sourcing, screening, and selecting top candidates to integrate into their teams. He also helps new financial planners secure compelling career opportunities at firms across the U.S.
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Episode 28: How to Find Candidates and Screen for the Right Fit
Ep 28 | Guest: Caleb Brown, MBA, CFP
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Caleb Brown, a recruiting expert specializing in financial planning firms. Through New Planner Recruiting, Caleb assists firm owners with sourcing, screening, and selecting top candidates to integrate into their teams. He also helps new financial planners secure compelling career opportunities at firms across the U.S.
Key Takeaways
✅ Determining Your Hiring Needs – Understand the key factors in deciding when and who to hire.
✅ Finding the Right Candidates – Learn where to source talent and how to attract the best fit.
✅ Screening for Success – Discover strategies for vetting and selecting financial advisors who align with your firm’s goals.
🔗 Connect with Caleb
🌐 NewPlannerRecruiting.com
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🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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