Finding The Right People

The financial services industry is facing a gathering storm as steadily dropping recruiting and four-year retention rates diminish the capacity for clients to access face-to-face insurance and financial planning. In fact, the shrinking number of advisors was identified as one of the industry’s top two problems. Recruiting is the lifeblood of the financial services industry. With the cost of recruiting and training one new associate reaching upwards of $250,000, bringing the best candidates with the greatest likelihood to succeed into the business is now more vital than ever. Determining the right recruiting sources and selecting the best candidates for your agency can be a challenging process. What can you do to improve the quality of candidates you are recruiting?

The Solution We Offer

Finding the Right People gives you the tools you need to recruit and select the right associates for your firm. By focusing on the strategies implemented by the most productive agencies as measured by first year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business. Improving the quality and quantity of your new associates.

You Will Learn How To:

  • Identify an ideal candidate profile
  • Balance primary and secondary recruiting sources
  • Optimize referrals and manage centers of influence
  • Create a comprehensive selection process
  • Assess candidates for fit, willingness and ability

What The Program Provides: 

  • Facilitator Guide
  • PowerPoint
  • Videos
  • Participant Workbook
  • Participant Guidebook

Audience: All Field Leaders
Cost: $399
Delivery Format: Internal, GAMA Facilitator, In-Person Class
Program Length: 1 day

Contact Us To Learn More