Having spoken with lots of financial advisers, XY Adviser Podcast Host Jess Brady realised many are extremely hesitant and cautious about hiring new team members to join their business, and with good reason – most advisers who start their own business have never been trained in the art and science of recruiting.
To help solve this problem, Jess invited Deepa Surti (Principal and Founder at RecruiTalent) to join her on the XY Podcast. Deepa has been ingrained in the recruiting world for close to thirty years, she is a wealth of knowledge in this space and was happy to share her tips and strategies to help advisers navigate the hiring process and hire great talent.
You can check out the full podcast episode here, or read on for a summary of the best tips and tricks Deepa shared.
From a professional recruiter’s point of view, here are Deepa’s best suggestions to find the perfect candidate for your business.
Before you commence the recruiting process, make sure you have considered the following:
Do you have the time? Make sure you allow ample time in your diary to hire someone new. The entire recruitment process can take 6 – 12 weeks if you are looking for the right person, and not just the next available person.
Do you know who you’re looking for? Oftentimes, the reason why we end up hiring the wrong candidate is we haven’t clearly articulated the type of person we’re actually looking for. Make sure you know exactly:
Do you have the resources online so candidates can get to know you better? Nowadays, the best candidates are not just looking for jobs but also looking for a great company/team. Make sure your website and social media platforms are up to date and send the right message of who you are, what your company stands for and what you’re doing that makes you stand out. However, be authentic and don’t oversell to avoid attracting the wrong candidate.
Do you know the process? Once you’re clear on the above points, here’s a guide you can follow to commence the recruitment campaign process:
If you’ve gone through the recruitment process and found a great employee, congratulations! Make sure you’ve got an excellent onboarding process ready. As Jess mentioned in this conversation with Deepa, it’s the little things that count like giving a new team member a layout or a tour of the new office or simply greeting them at the door with a cup of coffee. These small things can go a long way!
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