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As more advisors reach retirement age it is important to properly position your firm in order to recruit new talent and find a successor. Last month Mindy Diamond, President & CEO of Diamond Consultants shared her expertise on how candidates can navigate the hiring process. During this presentation, Mindy discussed steps to take when evaluating whether it pays to switch firms and comparing/contrasting your options.
Below is a podcast excerpt from Mindy’s presentation:
View the full webinar replay here: How firms and advisors can maximize their hiring potential.
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Tips for advisors-in-transition in a talent squeezed market (Part II of II) (Blog post featuring Mindy Diamond of Diamond Consultants)
Podcast - Attracting the Next Generation of Advisors to Your Firm
Integrating, Cultivating, and Retaining the Next Generation of Financial Planners (Blog post by Caleb Brown CFP, Partner, New Planner Recruiting)