Behind The Advisor

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


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We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on compensation and hiring timelines, as well as practical tips for vetting applicants through interviews and work samples.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/395

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