NAIFA Advisor Today
OCTOBER 6, 2023
In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.
Harness Wealth
MAY 12, 2025
Talent acquisition strategies in the tax industry All that said, there are acquisition strategies beyond traditional recruitment methods that tax firms can pursue in a bid to address the talent shortage. If a firm is stretched thin due to understaffing, service levels may decline, leading to reputational damage and a loss of business.
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eMoney Advisor
FEBRUARY 23, 2023
Executive recruiters: Recruiters who work with executives are among the first to know when someone has a new, well-paying job. Since you may work with similar high-net-worth clientele, you can build a mutually beneficial relationship where you send your clients to them when they need a recruiter and vice versa.
Harness Wealth
MAY 12, 2025
Talent acquisition strategies in the tax industry All that said, there are acquisition strategies beyond traditional recruitment methods that tax firms can pursue in a bid to address the talent shortage. If a firm is stretched thin due to understaffing, service levels may decline, leading to reputational damage and a loss of business.
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