Where Do We Go to Find Good Talent?

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev,

Where do we go to find good talent? We have a thriving advisory firm, run by great leaders and we grow every single year. We rarely lose any of our team. But when we do, it is usually because someone is moving out of state or leaving the industry. We’ve never lost anyone to a competitive financial firm.

But when we do have open roles, it’s a problem to find good people who are a fit for our culture. We mostly search by word-of-mouth and by posting on LinkedIn. But we don’t get good candidates from which to choose. One of our roles has been open for seven months– we are looking for a junior advisor. We don’t even require them to come with “a book” as some firms do. We have plenty of overflow to give to someone who is good at client servicing.

Are there tips you can offer to help us stand out and attract attention?


Dear F.A.,

I hear this issue raised from my clients. Many believe they have a great working environment and can offer a nice position but they can’t find the right candidates to offer the situation to in the first place! There are a few things advisory firms miss when searching for new employees.