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Getting Started

Getting started

Great people make great business, but finding them requires a smart hiring strategy. To help grow your firm and achieve your business objectives, it's important to find the right people at the right time.

Before you begin the search for your next hire, it's critical to first evaluate your recruiting needs, consider who in your firm should be involved in the process, and ensure that you have written a clear, concise, and comprehensive job description.

Create an environment within your firm where the next generation feels like they are part of the momentum, part of the vision, part of building out new initiatives, and where they can actually have a say.1

Sabrina Lowell, Mosaic Financial Partners, Inc.

How to develop your recruiting strategy

Create a culture of recruitment
Build a recruitment team.
Write a job description.

Additional resources:

Learn more

Our RIA Talent Advantage® Recruitment Playbook offers more tips, tools, and resources on recruiting the right talent for your firm.


1. Schwab's RIA Firm of the Future Study, conducted for Schwab Advisor Services by Koski Research, June 2015.

For informational purposes only.

The above-mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.