Talent Strategy Planner

Your people (and their talents) are the greatest driver of capacity and often the largest expense. Whether you’re just starting the process of recruiting financial advisors or have a seasoned team, this template will be beneficial for your firm’s people operations strategy. 

• Use this worksheet to identify how people inform your current and future business, and where to spend time in your business to make the most of your human capital investment. 
• Outline the core components of a strong talent strategy to tie in with your advisor recruiting.