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Notes on hiring in financial services
Written for the person doing the hiring. Compensation, candidate supply, interviewing, and what actually makes an offer get accepted.
Articles and guides
Insights
Written for owners and hiring managers at advisory, accounting and insurance practices. Pay bands, candidate supply, interviewing, and what makes an offer get accepted.
Audio and video
Podcasts and Media
Interviews, panel appearances and recorded sessions with our owners. We are gathering the first of these from the team now.
Coming soon
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Latest
What an open role really costs your firm
An empty position never sends an invoice, so it rarely gets priced. Where the cost of an open role actually lands in a financial practice, why waiting makes it grow, and how to put a number on it before deciding a search can wait.
More articles
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What your recruiting fee is actually measuring
A percentage fee tracks the salary and nothing else, and below about $100,000 a minimum fee quietly turns an advertised 25% into 38%. What the two pricing models actually measure, with the math on both.
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After a bad hire: how to run the next search without flinching
One rough hire and every resume after it starts to look like the same mistake. A four-step reset for the manager who got burned, so the next search is judged on fit rather than on resemblance.
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Why the best financial services candidates never see your job ad
The strongest person for your open role is doing well somewhere else right now, and they are not reading job boards. Why the posting model stopped working, and what reaching those people actually takes.
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Which package do you need? Start with what you already have
The package you need depends on the tools your firm already runs and how much you want to know before a candidate reaches your desk. A practical way to decide.
