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Advisors: How to Retain New Hires

By now you should be aware of the talent shortage and recruiting challenges facing the financial planning profession. So once you do finally get everyone onboard and in the right seats for your organization, what should you be doing to ensure that your culture and management mentality perpetuate an attractive place for them to work and grow for years to come? Here are some things to remember and tips to consider. -- Caleb Brown

Caleb Brown, MBA, CFP, is a past President of FPA NexGen and Partner in New Planner Recruiting, a recruiting firm that places financial planners in financial planning firms nationwide. He can be reached at