Manage Your Advisors

Products and services provide solutions for human capital management challenges

Excerpt from Caleb Brown's Successful Hiring for Finanical Planners: The Human Capital Advantage

A free download of Chapter 7: The Art and Science of Screening Candidate from Hiring for Financial Planners: The Human Capital Advantage is available on Amazon and described here. No more careless hiring mistakes! If you are tired of getting it wrong, this all inclusive hiring guide for financial planning firm owners will help you hire right the first time. This book by Caleb Brown focuses on all aspects of what a financial planning firm owner needs to do in order to plan your hiring needs, create a compelling opportunity, develop job descriptions, source talent, screen candidates, on-board your new hire, train and retain them.
Price: $0.00

Hiring & Retaining Top Talent for Growth

Unlock your advisory firm's potential with the right people in the right roles.Gain insights on how to manage human capital from this free white paper by Cruz Consulting and Franklin Square.
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Ten Best Practices in Investment Advisory Partnerships

In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
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