Best Hiring Tips for Advisors

On Wall Street - Those are tips Deena Katz, a principal of Evensky & Katz and also a professor of financial planning at Texas Tech University in Lubbock, and Cheryl Holland, a principal of Abacus Planning Group, told a group of financial advisors at a conference in Dallas, Texas sponsored by Bob Veres’ Insider’s Forum on Sept. 18.

DALLAS - When interviewing, hiring, and onboarding recent college graduates, financial planning firm leaders should plan to ask tough and innovative questions, listen extensively, and spend much more time and energy offering the new employees honest compliments rather than just criticizing them.

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Those are tips Deena Katz, a principal of Evensky & Katz and also a professor of financial planning at Texas Tech University in Lubbock, and Cheryl Holland, a principal of Abacus Planning Group, told a group of financial advisors at a conference in Dallas, Texas sponsored by Bob Veres’ Insider’s Forum on Sept. 18.

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