8:00 - Registration & networking breakfast

8:25 - Welcome, opening remarks and speaker intro

8:30 - Speaker presentation + Q&A

9:30 - Networking continues

10:00 - Event concludes

Finding and retaining top talent is one of the biggest challenges facing independent financial planning firms. Firms are navigating succession planning, evolving compensation expectations, changing workplace preferences, and increasing competition for talent from larger private equity-backed firms.

In this session, Caleb Brown, MBA, CFP^®, founder of New Planner Recruiting, will share insights from nearly two decades of recruiting experience in the financial planning profession. Attendees will learn what today's top candidates are looking for from an employer, the characteristics that predict long-term success, and how firms can create cultures that attract and retain high-performing team members.

The presentation will cover the entire talent lifecycle, including sourcing candidates, interviewing effectively, onboarding new hires, developing career paths, and building compensation structures that align the interests of employees and owners. Whether you are preparing to make your next hire, improve retention, develop future leaders, or explore succession and exit options, this session will provide actionable ideas to help position your firm for long-term success.

Caleb is the host of the New Planner Podcast, Co-founder and CEO of New Planner Recruiting, a recruiting  firm that specializes in sourcing, screening, and integrating financial planners in financial planning firms  nationwide. He was named the Next Generation Influencer by Financial Planning magazine, one of the top  25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40. He is a  graduate of the Texas Tech Personal Financial Planning Program and started his career spending over five  years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model. He  has been recognized as a Distinguished Alumnus for the TTU College of Human Sciences and a Distinguished  Alumnus for the TTU Financial Planning Program. He has authored Successful Hiring for Financial Planners:  The Human Capital Advantage which is a compilation of the to do’s and what not to do’s in hiring for a  financial planning firm so business owners can alleviate pain points often associated with hiring. As well as  Finding Your Path: The Roadmap From Student to Successful Financial Planner a guide for aspiring planners  to create the career of their dreams.  

He is a Kolbe Certified™ Consultant, and original creator of the FPA Career Day program, which began with  the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other organizations across the  nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers  and college students seeking internships and full-time positions in financial planning as well as the firm  owners who hire them. He is also an Adjunct Faculty member for the University of Georgia’s Financial  Planning Program. Outside of work, Caleb coach’s youth sports and volunteers with various programs benefiting foster and  adoptive kids. He is also an avid golfer, hiker, Tough Mudder, and snowboarder.

CE credit is not accepted in the following situations: informal discussion groups and programs in which the subject content pertains to public accounting, computer hardware and software, marketing, practice management, sales, specific company or product presentations, or any other topic not included in the list of accepted topics.