How to Recruit Experienced Financial Advisors

Описание: • Running fast is not important. Running fast in the right direction is.
• Recruiting experienced financial advisors, is far different than being a financial advisor yourself. Most managers focused on recruiting have never been trained on how to recruit.
• And what’s concerning is that most managers don’t even try to perform any recruitment activity 330 days per year.
• The most difficult and significant job for a manager is recruitment of experienced financial advisors, however many try to take shortcuts in recruiting by advertising and social media posts. None of this is in your control, and it won’t work.
• Most of the advice given to managers about recruiting is incorrect and it guarantees failure, and most of the industry training you will receive in this area, doesn’t work. Not because the people giving it to you are bad people, it’s just because they have never done the activity.
• The facts are, if you want to grow your branch or firm, you need to learn how to recruit experienced financial advisors.
• Its easy to find excuses not to recruit – but without it, your business will struggle. The reality is, you have current people that are going to fail, retire, leave for a competitor……without being on the offensive in the recruiting business, your business will not grow to the extent that it could.
• The best defense is a good offence, and you recruit yourself out of your problems.
• So, tell me, are you getting lots of “maybe’s and think it overs”? Is the recruit cycle too long? Do you have a structured process in place to recruit? Are you in voicemail jail with prospective recruits? Are you making pitches and not closing? Are you losing prospective recruits to a competitor, or maybe to the incumbent? But are you identifying the real emotional reasons for someone to make a change?
• You can’t convince anyone of anything, until they discover they want it.
• If you want to learn more, join us for our upcoming Executive Brief on How to Recruit Experienced Financial Advisor Professionals on June 30th. Registration in the comments.