Breakout Session

60-Minute Workshop

Diving Right In: Experiences and Insights on Getting New Hires on the Fast Track

Level of Complexity: Overview

Speaker(s)

• 

  H. Jude Boudreaux, CFP

  Partner/Sr. Financial Planner
  The Planning Center
• 

  Autumn Campbell, CFP®

  Financial Planner
  The Planning Center

We all have heard that we will need to be constantly attracting new talent in order to grow, but what happens once we've hired that new talent? Our session will focus on sharing insights and experiences from both the mentor and mentee perspective, looking closely at what is needed to make for a successful hire.

Learning Objectives:

• Evaluate how a new planner with no industry experience might enter their firm, add value, and learn from day one.
• Prepare to handle the challenges that come with managing a growing team.
• Learn skills to be a good mentor and guide to new entrants to the financial planning profession.