Virtual Program -- Recruiting & Managing Talent -- Caleb Brown

Topic:   Recruiting and Managing Talent in a Post Covid-19 World

Learning Objectives:

·         Learn the differences between the generations in today’s workforce and the impacts on the talent pipeline

·         Understand the position and career expectations of the new financial planner generation

·         Gain perspective on the capabilities of new financial planners and how they add value

·         Design a compelling opportunity and culture that attracts talent

·         Details of what works and does not work with candidate sourcing and screening strategies

·         Learn components of successful retention strategies

·         How to preboard, onboard, train and manage new hires virtually 

(NO CFP® CE CREDIT)

Speaker:  Caleb Brown, CFP®, MBA -- New Planner Recruiting