Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms

Caleb Brown is the CEO and co-founder of New Planner Recruiting, LLC. He graduated from Texas Tech's financial planning program in the early 2000s after initially majoring in finance. Encouraged by his father to pursue business, Caleb discovered his passion for financial planning a few years into his studies and made a pivotal shift in his academic journey. Upon graduation, he returned to Dallas and secured a full-time financial planning role, where he worked for nearly six years. During this time, Caleb became actively involved with the Financial Planning Association (FPA) in Dallas. Witnessing the challenges faced by talented financial planners during a tough job market, he was driven to find ways to keep them in the profession. His efforts through the FPA led to the creation of career day programs and internship opportunities, and eventually, firms began seeking his expertise in hiring the best candidates. Caleb’s experience helped lay the foundation for New Planner Recruiting, which he founded with Michael Kitces. Today, he continues to shape the future of financial planning by helping new planners enter the profession and connecting top talent with leading firms. 

Featured Resources 

• Caleb Brown on LinkedIn

• New Planner Recruiting, LLC on LinkedIn

• New Planner Recruiting website 

• Angie Herbers

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Tune in now as we talk with Caleb about the fluctuating talent market and the art of positioning job roles effectively, why Gen Z is seeking in-person opportunities, and the importance of precise hiring strategies and how they lead to successful placements.