Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dear Bev,

We are growing faster than we can add good talent to our team. We have developed a very positive culture where we care about one another. We believe in education and have clear processes for working with our clients.

Lately, though, the talent pool we’re seeing is lacking in these qualities. We have found a number of candidates with great credentials on paper, but when we speak with them they don’t seem to be a good fit for what we’re building.

We have relationships with a couple of local colleges – mostly focused on the graduate departments. We get financial experts who are seasoned. We have a good relationship with our primary custodian that knows about our needs.

What are we missing? Where are the people with the holistic skills we need? To us, it isn’t about financial acumen; that is the easiest part of the equation. It’s about the soft skills you write about.

H.D.