NPR’s partners, Caleb Brown and Michael Kitces, have spoken to numerous groups pertaining to the understanding, hiring, and ongoing management of new financial planners. If you think these sessions or something similar would be helpful to your group, contact Caleb Brown at This e-mail address is being protected from spambots. You need JavaScript enabled to view it to further discuss timing and cost.

Click here for Caleb's Past Speaking Engagements and Industry Service

 Here is a list of available presentations: 

•The New Age of Professional Planners and How to Hire Them Successfully

This session will empower owners to find the right fit when hiring professional staff by providing insight on identifying and selecting candidates to hiring and managing them. You don't want to miss this presentation if you plan on adding staff and want the upper hand during the hiring process. 1 hour or 2 hour

• Understanding the Next Generation of Financial Planners

This session is designed to educate about the unique traits and concerns of the next generation of financial services professionals, with a special focus on the staff retention and succession planning issues that can arise due to generational differences. 1 hour or 2 hour

• Hire Train and Leave: How concerned should you be about your new planner?

This presentation explores proprietary research performed by NPR’s partners. The research study, the first of its kind focusing exclusively on the new planner community, provides valuable insights for firm owners as to why new financial planners perform and think as they do. All of the career path, job satisfaction, and compensation data available currently is from the firm owners’ perspective which does not tell the full story. This session covers data shared by new planners from anonymous surveys so firm owners can see what their employees are really saying about their careers, compensation, and firm management. 1 hour or 2 hour

• Student To Professional: Navigating entry in the financial planning profession

A career development session geared towards CFP board registered program students, but has something to offer seasoned planners as well. Hear about the variety of business models and the various career tracks within them. New planners will learn about education requirements, building & utilizing your network, and employee benefits/compensation. Firm owners will gain insight on what newer planners are looking for and communication tips when dealing with them. 1 hour or 2 hour