What are the best strategies for securing new talent? What experiences have advisers had recruiting young people from colleges and other professions? What are the keys to attracting an experienced and dedicated partner with a shared vision for the future? How do you identify the right staff to take on management roles and become the next generation of leaders? From what new types of skills and talents can advisory firms most benefit?
Presenters
Janine Moore
Co-Founder of Peak Financial Group and Retirement Practice Leader at HUB Retirement and Wealth
With over 25 years of experience in the financial services industry, Janine strives to positively affect the lives of her clients on both a personal and professional level. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. Prior to Peak, she served the retirement planning needs of clients with MassMutual Life Insurance Company and Nationwide Insurance. She currently serves as a Retirement Practice Leader for the State of Texas and serves on the HUB Texas Executive Management Team.
John Manganaro
Managing Editor, PLANADVISER.com
Dominique Henderson
Founder of DJH Capital Management and Founder of Jumpstart, an adviser mentorship program
Dominique J. Henderson, Sr. began serving the financial industry
in 1998. Ever since elementary school, he knew he had a mission to help people "win with their money". Professionally, Dominique has spent over two decades in financial services building a diverse skill set in strategy, data analysis, investment research, portfolio management, financial
planning, and business coaching. Prior to founding his registered investment advisory firm, DJH Capital Management in 2016, he spent years in institutional fixed income trading circles, real estate, and the back office of one of Dallas' premier hedge fund managers.
Now as 2x founder, Dominique spends his time helping both
consumers and providers of financial services. DJH Capital Management focuses on helping clients make the "bigger, better" decision with their money while The Jumpstart Coaching Lab educates and coaches the next generation of financial professionals to serve the growing group of individuals seeking financial advice.
Dominique’s advice has been featured on various media platforms such as US News & World Report, Yahoo, GoBankingRates.com, and Investopedia’s Advisor Insights. He's host of the Conversations for Financial Professionals podcast dedicated to helping both consumers and providers of financial services by shaping the next generation of financial advice. Dominique holds a Bachelor’s degree in Finance from Prairie View A&M University, a Master’s in Securities Analysis and Portfolio Management from Creighton University, and the Certified Financial Planner™ designation.
Joe DeNoyior
National President, HUB Retirement and Private Wealth (HUB RPW)