PY – How do we build and where do we find?

I’m proud to say we started the professional year journey about 6 months ago and feel we’re on the right path and happy we took the leap! However, I feel I got lucky finding the right person for ou...

practice management

succession

Alisdair.Barr

Advisely Partner

2 years ago

Well done mat.tenison3 telling the story of the success will fill out your employee value proposition (EVP) which like your CVP is how your compete for talent. At the FAAA congress yesterday at the student session this was hot on the agenda, having a clear pathway to PY and becoming an adviser and how ever long that may take. having it mapped out is attractive.

Obviously, Striver has a solution to finding talent for you but getting in front of university students through jobs boards and other means is also a good way to go through this process of finding driven talent passionate about advice.

mat.tenison3

Advisely Board

2 years ago

Hi Alisdair, thanks for the response and I'll definitely be interested to talk more mid to later next year when we start thinking about growing the team again. I'm interested to hear what the responses are like with the Uni students as I'm guessing financial planning isn't usually a career path a lot are considering before you're talking to students? Look forward to talking next year!