Ep #395: Attracting and Retaining Top Advisors with Caleb Brown

Caleb Brown, Founder and CEO of New Planner Recruiting and educator at the University of Georgia, dives into the intricacies of recruiting top talent in financial planning. He reveals how a firm's story and values attract both clients and advisors. The discussion highlights the shifting hiring landscape, emphasizing mentorship and onboarding for success. Caleb shares practical strategies for vetting candidates, and insights on graduates' preferences for collaborative environments. He underscores the importance of emotional intelligence in effective hiring.