Don’t want to do it alone? Let us help! Our team will handcraft a compelling job description for your firm, promote your job listing, screen your applicants and present to you a detailed summary of your top 3 candidates. Hiring has never been !easier
$249.00 for 1 job for 30 days
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$349.00 for 1 job for 60 days
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Hiring your first employee can be very scary and could be very disruptive to your financial planning practice. But it doesn’t have to be. By working… Read more “Shawn Tydlaska”
I received 33 applications in a week and Alex was able to review all them and narrow down the list to 7 quality candidates who I… Read more “Sophia Bera”
Alex presented me with some superb candidates. She briefed both them and me very well – I found the “Candidate Summary” for each client extremely insightful… Read more “Richard Taylor”
Note: This blog is third in our series on paraplanners. If you haven’t already read our first two, be sure to check them out! What’s your time worth to you? In 2019, the truth is that most of us are time poor. This is especially true if you’re running your own business in addition to
Most of us are aware of the word “paralegal,” meaning someone trained to assist lawyers in their legal work. But the word “paraplanner” is a little less well known—and if you’re here, you’re probably wondering just what is a paraplanner, anyway? The profession is a relatively new one, having originated within the last two decades—though
When it comes to financial planning conferences, there is no shortage of options to choose from. In fact, from events run by membership associations like NAPFA, FPA, and XY Planning Network, to those hosted by vendors, media publications and the like, it’s become quite difficult to figure out which ones are worth the time and
