Articles

Questions Great Candidates Ask in Interviews

Remember an interview is a discovery process for both the firm and prospective hire. Even after a thorough review of a firm's ADV/website, bios, etc., you should have questions for your interviewer.  Jeff Haden's article in Inc. Magazine has several  you should consider, including:

What do you expect me to accomplish in the first 60-90 days?
What are the common attributes of your top performers?
What are a few things that really drive results for the company?
What do employees do in their spare time?
How do you plan to deal with (fill in the blank)?

Check out the full article here: http://www. ...
Jan 1



Embracing the Boring Aspects of Your Job

Let's face it, work isn't always fun and glamorous - if it was, it wouldn't be called work! Every job is going to have some aspects that are boring and tedious. Check out this recent article by PIMCO CEO Mohamed El-Erian entitled "Rather than Whine, We can Learn from the Boring Aspects of a job" Enjoy! 
"During a recent work trip, I was reminded that even exciting and glamorous jobs can have a boring and tedious side to them. ...
Dec 1



Negotiating Salary

Negotiating salary can be a tricky affair and can get an employment relationship started off on the wrong foot if not handled carefully. Seek to secure a fair wage for your contributions, but also keep in mind that a few extra thousand in salary isn't worth losing good will if you are in it for the long run. ...
Nov 1



Top Candidate Pet Peeves

In any given month, we interview dozens of new planner candidates for various positions within financial planning companies that we represent nationally.  Here are our top 5 pet peeves that you should avoid at all costs to make sure you have the best possible chance at securing a great position!

Saying only "Hello" when you answer the phone for a scheduled interview. ...
Oct 1



The 10 Most Sought After Skills by Employers

See below list for most sought after skills by employers for 2013. Do you have these? You will need all of these at some point in your financial planning career.

Critical Thinking
Complex Problem Solving
Judgment and Decision Making
Active Listening
Computers and Electronics
Mathematics
Operations and Systems Analysis
Monitoring
Programming
Sales and Marketing 

For the full article go here: http://www. ...
Sep 1



Making a Good Impression

List of the Month: Starting Strong
Making a good early impression at a new job isn’t easy. Do this to get ahead.

Listen 80%, talk 20%.
Emulate key players.
Clarify your boss’s expectations. ...
Aug 1



Your Life Is Not Limitless

 Did you hear these kinds of things growing up?
“You can do anything you put your mind to!”
“The sky’s the limit!”
“You’re the best!”
“Follow your dreams!”
Your parents sure meant well. ...
Jul 1



Memo From the Boss: 5 Things I Wish I Could Fix in New Advisors

Financial planning firms are constantly under pressure to do more with less to keep up with client demands, industry developments, and economic circumstances. This requires top performance from everyone in the firm especially new hires, but this can be difficult due to the combination of unclear expectations, lack of structured training, and limited formal mentoring. ...
Jun 5



8 Things You Should Not Do Every Day

8 Things You Should Not Do Every Day 

Check your phone while talking to someone.
Multitask during a meeting.
Think about people who don’t make any difference in your life.
Use multiple notifications.
Let the past dictate the future. ...
Jun 1



Advancing Your Career in Financial Planning

A new planner recently asked what they could do to add value to their employer and advance their career outside of obtaining designations and licenses.  Here was our response:
Dear New Planner -

Read all of the user manuals and view all available tutorials for the software suites your firm employs prior to your first day. ...
May 1