Financial Resources Group Investment Services, LLC’s Post

Senior Recruiter Stephen P. Locker was selected to present at the LPL Financial Institutional Advisor Recruiting Quarterly Forum, where he shared his expert insights on “Recruiting to Win.”   Stephen highlighted four key pillars of success: 1️. Have a strategy – Develop a detailed plan aligned with the target advisor’s value proposition and prepare all parties for quick success. 2️. Do your homework – Research recruiter notes, BrokerCheck, and LinkedIn ahead of prospect calls; set clear goals and prepare thoughtful questions. 3️. Execute at pace – Make advisors feel pursued and always follow up with a clear, actionable next step. 4️. Overcommunicate throughout – Ensure alignment between all stakeholders and never leave anything to assumption.   Stephen’s hard work, disciplined approach, and repeatable process have paid off, resulting in a referral-to-join rate nearly 3X that of his peers! 👏   Congratulations, Stephen, on this well-deserved recognition of your expertise and leadership in our industry! #LPLFinancial #Leadership #RecruitingExcellence

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Congratulations, Stephen! I'm not surprised! Couldn't have asked for a better recruiting partner! You rock!

Richard Harvey

VP Business Development at LPL Financial

3mo

Thanks for sharing insight on the call Stephen!

Michael Soulis CLTC®

Regional Vice President NY/NJ, Annuity Distribution, MassMutual Strategic Distributors

3mo

Stephen P. Locker - Congrats! SOLID Skill, knowledge and winning smile, of course you are chosen to present! Great to see brother!

Annette Matthew, MBA

Investments | Tax savings | Native Spanish fluency | Advisor to Risk Management, Insurance, & Financial Service Professionals

3mo

Congratulations Stephen P. Locker I can see why! Keep up the great work.

Joe Black

Experienced Financial Services Leader and Industry Consultant for C-Suite and Business Owners

3mo

Stephen P. Locker my man! Love to see this but not surprised by your success.

Amanda Anastasio

Sales & Marketing Director

3mo

Congratulations Stephen!!

Fernando Davila

I Help Clients Gain Clarity and Confidence in Their Financial Plans | Advisor for Business Owners, Oil, Gas, and Chemical Industry Professionals, Families and Individual Investors

3mo

Congratulations, Stephen! Keep up the great work!

Robin Lefkowitz, MBA

Executive Vice President at Northfield Bank

3mo

Nice Stephen P. Locker !!!! You are absolutely going to kill it when you present!!! Congratulations!

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