Building Your Dream Team

Recruiting, Hiring, and Retaining in Financial Planning

Let's face it, as fast as the financial planning industry is changing, so are its hiring and talent needs. In this class you will learn about how we see the industry changing and how that impacts hiring lifecycle. If you struggle with recruitment, making an offer, or training and getting your new hire to stay - this class is for you. It is a 9-part, instructional video series with tools to help any firm, of any size, and in any situation get a handle on the ins-and-outs, dos-and-don'ts of recruiting, hiring, and training talent.

Please join us!

Your Instructor

Caleb Brown, MBA I CFP(R)
Caleb Brown, MBA I CFP(R)

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, Dow Jones, 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. He is also an Adjunct Faculty member for the University of Georgia's Financial Planning Program.

He has been named the Next Generation Influencer by Financial Planning magazine, one of the top 25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40. He is a member of NAPFA and FPA and completed three years of service on the FPA NexGen leadership committee. 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.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
Can I purchase a single class?
The classes that are a part of this course are not meant to be stand-alone material. Each class builds on the prior class.

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