Financial planners: how to hire the top 10%

Dhan Sharma, managing director of Kent-based Maze Wealth, says his biggest problem at the moment is finding financial planners that meet his strict hiring criteria. Here, he shares his ‘scorecard’ approach to recruitment, and explains how he targets only the top 10% of advisers to bring on board. Scores on the doors “What do I look for in a financial planner? Good question! I have a financial planning ‘score card’. This covers the broad areas of personal, professional and training, consulting skills, business planning, systems experience, development and professional memberships. Th...