Eddy Ricci, Jr., CFP ®, CEPA ®: Smaller practices likely will have their employees wear multiple hats, which is the nature of a small business.… Read More »Here are Some Ways Growing and Lean #wealthmanagement Practices are Missing Out On Great Talent ⬇
Eddy Ricci, Jr., CFP ®, CEPA ®: The practices with the best hiring processes have thought through what the primary purpose of each step in their… Read More »Want to Compete For the Best Talent? It Begins With Your Hiring Process.
How important are assessments in the hiring process? Eddy Ricci, Jr., CFP ®, CEPA ®: Assessments certainly have a place in hiring for certain positions, but… Read More »How Important are Assessments In the Hiring Process?
Have multiple hiring needs? Here is what we share with practice owners who may only have financial resources to make one. Eddy Ricci, Jr., CFP ®,… Read More »Have Multiple Hiring Needs? Here is What We Share With Practice Owners Who May Only Have Financial Resources to Make One
What is your firm’s process for determining the next hire? Eddy Ricci, Jr., CFP ®, CEPA ®: Getting insight from the current team members is… Read More »What Is Your Firm’s Process for Determining the Next Hire?
What do you see top non – advisor wealth management professionals (practice employees) doing for professional development? Eddy Ricci, Jr., CFP ®, CEPA ®: When most… Read More »What Do You See Top Non – Advisor Wealth Management Professionals (Practice Employees) Doing for Professional Development?
What do independent practice owners tell you are the most important non technical characteristics when they are hiring for investment ops or client service roles? Eddy… Read More »What Do Independent Practice Owners Tell You are the Most Important Non Technical Characteristics When They are Hiring For Investment Ops or Client Service Roles?
How to prepare to interview for a planning focused role ⬇ Eddy Ricci, Jr., CFP ®, CEPA ®: Candidates that are interviewing for a planning focused… Read More »How To Prepare To Interview For A Planning Focused Role ⬇
Below are some incongruencies we see on resumes that wealth management candidates need to fix ⬇ Eddy Ricci, Jr., CFP ®, CEPA ®: -“Successful at… Read More »Below Are Some Incongruencies We See On Resumes That Wealth Management Candidates Need to Fix ⬇
“GROWTH” is the number one reason why candidates, in all fields, are looking to make a change. We know growth means different things to different… Read More »“GROWTH” Is the Number One Reason Why Candidates, In All Fields, Are Looking to Make a Change