New Planner Podcast
By Caleb Brown
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Category: Management
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Subscribers: 12
Reviews: 0
Episodes: 274
Description
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.
| Episode | Date |
|---|---|
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Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
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Dec 12, 2025 |
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Ep #257: Chemistry Major to CFP with Kelly Metzler
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Dec 05, 2025 |
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Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
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Nov 28, 2025 |
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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
|
Nov 21, 2025 |
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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
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Nov 14, 2025 |
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Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
|
Nov 07, 2025 |
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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
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Oct 31, 2025 |
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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
|
Oct 24, 2025 |
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Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
|
Oct 17, 2025 |
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Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
|
Oct 10, 2025 |
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Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee
|
Oct 03, 2025 |
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Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
|
Sep 26, 2025 |
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Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
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Sep 19, 2025 |
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Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
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Sep 12, 2025 |
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Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
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Sep 05, 2025 |
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Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
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Aug 29, 2025 |
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Ep #243: 21 Years at the Same Firm with Andrea Eaton
|
Aug 22, 2025 |
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Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich
|
Aug 15, 2025 |
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Ep #241: From Clergy to CFP with Samuel Kim
|
Aug 08, 2025 |
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Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff
|
Aug 01, 2025 |
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Ep #239: Thriving in a Hybrid Role with Matthew Gray
|
Jul 25, 2025 |
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Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu
|
Jul 18, 2025 |
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Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe
|
Jul 11, 2025 |
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Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau
|
Jul 04, 2025 |
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Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette
|
Jun 27, 2025 |
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Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood
|
Jun 20, 2025 |
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Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
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Jun 13, 2025 |
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Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman
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Jun 06, 2025 |
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
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May 30, 2025 |
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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
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May 23, 2025 |
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
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May 16, 2025 |
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
|
May 09, 2025 |
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
|
May 02, 2025 |
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Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
|
Apr 25, 2025 |
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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
|
Apr 18, 2025 |
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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
|
Apr 11, 2025 |
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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
|
Apr 04, 2025 |
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Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis
|
Mar 28, 2025 |
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Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg
|
Mar 21, 2025 |
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Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu
|
Mar 14, 2025 |
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Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll
|
Mar 07, 2025 |
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Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge
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Feb 28, 2025 |
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Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee
|
Feb 21, 2025 |
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Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith
|
Feb 14, 2025 |
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Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle
|
Feb 07, 2025 |
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Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett
|
Jan 31, 2025 |
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Ep #214: Engineer to Certified Financial Planner with Justin Rice
|
Jan 24, 2025 |
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Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
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Jan 17, 2025 |
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Ep #212: Passing the CFP Exam with Brett Danko
|
Jan 10, 2025 |
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Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley
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Jan 03, 2025 |
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Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
|
Dec 27, 2024 |
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Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler
|
Dec 20, 2024 |
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Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee
|
Dec 13, 2024 |
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Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde
|
Dec 06, 2024 |
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Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen
|
Nov 29, 2024 |
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Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas
|
Nov 22, 2024 |
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Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad
|
Nov 15, 2024 |
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Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney
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Nov 08, 2024 |
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Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger
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Nov 01, 2024 |
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Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan
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Oct 25, 2024 |
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Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse
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Oct 18, 2024 |
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Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez
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Oct 11, 2024 |
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Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan
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Oct 04, 2024 |
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Ep #197: Filling Your Marketing Funnel with Lauren Hong
|
Sep 27, 2024 |
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Ep #196: How to Become a Life Planner with George Kinder
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Sep 20, 2024 |
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Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett
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Sep 13, 2024 |
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Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling
|
Sep 06, 2024 |
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Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
|
Aug 30, 2024 |
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Ep #193: Mastering Advisor Video Marketing with Katie Braden
|
Aug 23, 2024 |
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Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui
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Aug 16, 2024 |
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Ep #191: Developing a Niche and Gaining Clients with Kristen Luke
|
Aug 09, 2024 |
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Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji
|
Aug 02, 2024 |
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Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp
|
Jul 26, 2024 |
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Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman
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Jul 19, 2024 |
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Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale
|
Jul 12, 2024 |
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Ep #187: Earning Partnership After 5 Years with Adam Van Wert
|
Jul 05, 2024 |
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Ep #186: 4 Years into a Financial Planner Career with Allison Doty
|
Jun 28, 2024 |
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Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani
|
Jun 21, 2024 |
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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
|
Jun 14, 2024 |
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Ep #183: From CSA to Firm Owner with Lauren Williams
|
Jun 07, 2024 |
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Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez
|
May 31, 2024 |
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Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider
|
May 24, 2024 |
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Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling
|
May 17, 2024 |
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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
|
May 10, 2024 |
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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
|
May 03, 2024 |
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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
|
Apr 26, 2024 |
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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
|
Apr 19, 2024 |
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Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
|
Apr 12, 2024 |
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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
|
Apr 05, 2024 |
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Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
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Mar 29, 2024 |
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Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker
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Mar 22, 2024 |
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Ep #172: Finding a Fit as a Paraplanner with Joey Covolo
|
Mar 15, 2024 |
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Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
|
Mar 08, 2024 |
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Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
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Mar 01, 2024 |
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Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel
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Feb 23, 2024 |
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Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips
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Feb 16, 2024 |
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Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard
|
Feb 09, 2024 |
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Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
|
Feb 02, 2024 |
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Ep #166: Managing a Paint Store to CFP with Nathan McDuffee
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Jan 26, 2024 |
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Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell
|
Jan 19, 2024 |
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Ep #164: How to Get Your Foot in the Door with Daniel Yerger
|
Jan 12, 2024 |
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Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards
|
Jan 05, 2024 |
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Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore
|
Dec 29, 2023 |
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Ep #161: From Bank Channel to Silo RIA with Scott Oeth
|
Dec 22, 2023 |
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Ep #160: How to Best Negotiate Compensation with Kate Dixon
|
Dec 15, 2023 |
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Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan
|
Dec 08, 2023 |
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Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield
|
Dec 01, 2023 |
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Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim
|
Nov 24, 2023 |
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Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute
|
Nov 17, 2023 |
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Ep #156: Starting as a CFP then Joining the Military with Jon Harrington
|
Nov 10, 2023 |
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Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt
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Nov 03, 2023 |
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Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff
|
Oct 27, 2023 |
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Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson
|
Oct 20, 2023 |
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Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey
|
Oct 13, 2023 |
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Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry
|
Oct 06, 2023 |
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Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
|
Sep 29, 2023 |
|
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
|
Sep 22, 2023 |
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Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees
|
Sep 15, 2023 |
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Ep #149: Financial Literacy to Financial Planning with Dana Carney
|
Sep 08, 2023 |
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Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke
|
Sep 01, 2023 |
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Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore
|
Aug 25, 2023 |
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Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen
|
Aug 18, 2023 |
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Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
|
Aug 11, 2023 |
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Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic
|
Aug 04, 2023 |
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Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale
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Jul 28, 2023 |
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Ep #142: Nanny to CFP in 3 years with Taylor Cole
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Jul 21, 2023 |
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Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love
|
Jul 14, 2023 |
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Ep #140: Student to Lead Planner in 3 years with Andrew Fincher
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Jul 07, 2023 |
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Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo
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Jun 30, 2023 |
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Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale
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Jun 23, 2023 |
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Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars
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Jun 16, 2023 |
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Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero
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Jun 09, 2023 |
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Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery
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Jun 02, 2023 |
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Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer
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May 26, 2023 |
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Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford
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May 19, 2023 |
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Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana
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May 12, 2023 |
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Ep #131: Financial Counselor to RIA Firm Owner with Liz Plot
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May 05, 2023 |
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Special Episode: Overview of the New Financial Planning Externship Program with Hannah Moore
|
Apr 28, 2023 |
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Ep #130: Developing a Career as a Paraplanner with Alex Hopkin
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Apr 21, 2023 |
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Ep #129: Moving from Fee Only RIA to the Charitable Giving Dept at a University with Ryan Rasmussen
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Apr 14, 2023 |
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Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians
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Apr 07, 2023 |
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Ep #127: Finding Another Right Fit after Your Right Fit Firm Gets Acquired with Tom Rasmussen
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Mar 31, 2023 |
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Ep #126: Using Rejection as Motivation with William Thompson
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Mar 24, 2023 |
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Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr
|
Mar 17, 2023 |
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Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt
|
Mar 10, 2023 |
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Ep #123: Finding the Right Team with Liv Olson
|
Mar 03, 2023 |
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Ep #122: Four Years into a New Planner Career with Stephanie Van Albert
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Feb 24, 2023 |
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Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines
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Feb 17, 2023 |
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Ep #120: College Football Player to CFP with Michael Branthover
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Feb 10, 2023 |
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Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain
|
Feb 03, 2023 |
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Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing
|
Jan 27, 2023 |
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Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington
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Jan 20, 2023 |
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Ep #116: Characteristics of a Rockstar Intern with Matt Benson
|
Jan 13, 2023 |
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Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens
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Jan 06, 2023 |
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Ep #114: Prepping for the Job Market as a New College Grad with Dana McNulty
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Dec 30, 2022 |
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Ep #113: Transitioning from Banking to a Fee-Only RIA with Brittany Schultz and Michelle Kuehner
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Dec 23, 2022 |
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Ep #112: Entrepreneurship and Building Successful Businesses with Alan Moore and Michael Kitces
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Dec 16, 2022 |
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Ep #111: From CFP Program to Paraplanner Role with Rose Porter and Jennifer Anderson
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Dec 09, 2022 |
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Ep #110: Office Manager to Paraplanner with Bethany Park
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Dec 02, 2022 |
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Ep #109: Nine Months into a New Planner Career with Abby Bennett and Bret Tagg
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Nov 25, 2022 |
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Ep #108: Giving Up Partnership and Starting Your Own Firm With Ethan Pepper
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Nov 18, 2022 |
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Ep #107: Evaluating Compensation and Benefits with Kelli Cruz
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Nov 11, 2022 |
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Ep #106: Transitioning from a Small Firm to Large Firm with Scarlett Che
|
Nov 04, 2022 |
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Ep #105: From Firefighter to Partner in 3 Years with Dan Malone
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Oct 28, 2022 |
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Ep #104: From Pro Golfer to Financial Planner with James White
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Oct 21, 2022 |
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Ep #103: Outsourced Data Entry and Training the Next Generation of Financial Planners with Carrie Jones
|
Oct 14, 2022 |
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Ep #102: From Professional Musician to Financial Planner with Saki Kurose
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Oct 07, 2022 |
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Ep #101: Setting Yourself Apart with Angie Herbers
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Sep 30, 2022 |
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Ep #100: The Why of New Planner Recruiting with Caleb Brown
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Sep 23, 2022 |
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Ep #99: Finding The Right Path via Persistence and Intensity with Jeneé Murphy
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Sep 16, 2022 |
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Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage
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Sep 09, 2022 |
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Ep #97: Teacher Turned Financial Planner with Keith Wayne
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Sep 02, 2022 |
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Ep #96: Finding the Right Channel and Firm Structure with Melissa Barron and Jordan Slingo
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Aug 26, 2022 |
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Ep #95: Re-entering the Profession after Building a Successful Firm and Selling it with John Gugle
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Aug 19, 2022 |
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Ep #94: From Actress to Financial Planner with Sara Stollberger
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Aug 12, 2022 |
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Ep #93: Helping Grow a Small Fee-Only Firm with Frank Fernandez
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Aug 05, 2022 |
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Ep #92: How to Make Yourself More Marketable with Louis Diamond
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Jul 29, 2022 |
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Ep #91: Pivoting from a Failed Succession Plan with Cecil Staton
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Jul 22, 2022 |
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Ep #90: Finding the Right Path After Changing Careers with Steve Kampschmidt
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Jul 15, 2022 |
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Ep #89: How to Pass the Series 65 Exam with Shane Kozusko
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Jul 08, 2022 |
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Ep #88: Exhibiting Passion, Determination, and Grit to Get Hired with Jake Smail
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Jul 01, 2022 |
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Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon
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Jun 24, 2022 |
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Ep #86: Turning Down an 8 Figure Offer to Keep Building with John Fennig
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Jun 17, 2022 |
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Ep #85: Carving Your Own Path Outside of a Family Business with Dan Weiss
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Jun 10, 2022 |
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Ep #84: Moving Your Family Across the Country for a Good Fit with Stephen Nelson
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Jun 03, 2022 |
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Ep #83: Pursuing Financial Planning as a Divorced Single Mother of Five with Alisa Nguyen
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May 27, 2022 |
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Ep #82: What Firm Owners Look For In Their First Hire with Kali and Eric Roberge
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May 20, 2022 |
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Ep #81: How to Pass the SIE Exam with Josh Brumbach and Garrett Klinger and Landon Powell
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May 13, 2022 |
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Ep #80: Transitioning from the Hospitality Industry to Financial Planning with Chloe Denning
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May 06, 2022 |
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Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
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Apr 29, 2022 |
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Ep #79: Starting and Succeeding as a Cohort with Karlyn Jones, Carolyn Stewart, and Carman Franklin
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Apr 22, 2022 |
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Ep #78: Entering Financial Planning via the Cold Calling Route with Jun Shim
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Apr 15, 2022 |
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Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock
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Apr 08, 2022 |
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Ep #76: Having Success as a Financial Planner as an Introvert with Emily Haberkern
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Apr 01, 2022 |
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Ep #75: From Property and Casualty Agent to Financial Planner with Sandy Russ
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Mar 25, 2022 |
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Ep #74: Employee to Entrepreneur with Maria King
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Mar 18, 2022 |
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Ep #73: Transitioning from the Military to Financial Planning with Stephen Maggard
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Mar 11, 2022 |
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Ep #72: Associate Planner to CEO with Matt Elliott
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Mar 04, 2022 |
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Ep #71: From Wholesaler to Fee-Only Planner with Jason Black and Lee Strongwater
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Feb 25, 2022 |
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Ep #70: Insights from a Chief Talent Officer with Nate Nassif
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Feb 18, 2022 |
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Ep #69: How to Become a Top Tier Candidate with Jayla Blakemore
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Feb 11, 2022 |
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Ep #68: From Practice Management Consultant to Financial Planner with Paul Brown
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Feb 04, 2022 |
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Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)
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Jan 28, 2022 |
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Ep #66: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 1)
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Jan 21, 2022 |
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Ep #65: How To Get Your Foot in The Door When Changing Careers with Matt Goren
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Jan 14, 2022 |
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Ep #64: Transitioning From a Broker Dealer to a Tax and Financial Planning Firm with Carol Ann Casebolt
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Jan 07, 2022 |
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Ep #63: Working Your Way Up to Director of Financial Planning with Kim Basenback
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Dec 31, 2021 |
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Ep #62: From Junior College to Financial Planner with Jenny Hood
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Dec 24, 2021 |
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Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland
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Dec 17, 2021 |
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Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce
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Dec 10, 2021 |
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Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara
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Dec 03, 2021 |
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Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano
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Nov 26, 2021 |
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Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan - Part 2
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Nov 19, 2021 |
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Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan
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Nov 12, 2021 |
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Ep #55: Pivoting Away From Tax Accounting to Financial Planning with Cole Christian
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Nov 05, 2021 |
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Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman
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Oct 29, 2021 |
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Ep #53: From Admin Assistant to CEO with Tina Mistry
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Oct 22, 2021 |
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SPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis Rosa
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Oct 15, 2021 |
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Ep #52: Re-entering the Workforce After Raising Children with Deanna Tomasetti and Sophie Leahy
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Oct 08, 2021 |
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Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez
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Oct 01, 2021 |
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Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens
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Sep 24, 2021 |
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Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes
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Sep 17, 2021 |
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Ep #48: Tax Planning and Preparation Career Focus with Sam Nguyen
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Sep 10, 2021 |
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Ep #47: Selecting the Right CFP Program with Dr. Vickie Hampton
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Sep 03, 2021 |
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Ep #46: Entering the Financial Planning Profession as a Non-Traditional Student with Taynia Vakapuna
|
Aug 27, 2021 |
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Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin
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Aug 20, 2021 |
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Ep #44: Joining a Firm to Serve LGBTQ+ Clients with Pietro Messina
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Aug 13, 2021 |
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Ep #43: Taking Control of Your Career with Brandon Odell - Part 2 of 2
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Aug 06, 2021 |
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Ep #42: Taking Control of Your Career with Brandon Odell - Part 1 of 2
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Jul 30, 2021 |
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SPECIAL EPISODE: Compensation Data Points for New Planners with Caleb Brown and Jesse Lineberry
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Jul 23, 2021 |
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Ep #41: New Planner Turned Hiring Manager with Sean Alford
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Jul 16, 2021 |
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Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor
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Jul 09, 2021 |
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Ep #39: Portfolio Management Career Focus with Alex Jenkins
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Jul 02, 2021 |
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Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley
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Jun 25, 2021 |
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Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan
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Jun 18, 2021 |
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Ep #36: Successful Leadership with Sameer Somal
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Jun 11, 2021 |
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Ep #35: From New Planner to Partner in 7 Years with Ben Peters
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Jun 04, 2021 |
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Ep #34: Getting Hired in Financial Planning with Shannon O'Toole
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May 28, 2021 |
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Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton
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May 21, 2021 |
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Ep #32: Securing Clients as a New Planner with Taylor Schulte
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May 14, 2021 |
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Ep #31: From Making Wine to Making Partner in a Firm with Landon Tymochko
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May 07, 2021 |
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SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore
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Apr 30, 2021 |
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Ep #30: Transitioning from Engineering to Financial Planning with Aaron Grey
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Apr 23, 2021 |
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Ep #29: Pursuing a Career in Media with Erica Crane and Matt Nelson
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Apr 16, 2021 |
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Ep #28: Financial Therapy Overview with Nathan Astle
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Apr 09, 2021 |
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Ep #27: Exploring a Career in Fintech with Soraya Morris
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Apr 02, 2021 |
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Ep #26: Changing Careers to Establish a Financial Coaching Business with Tracey Bissett
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Mar 26, 2021 |
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Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan
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Mar 19, 2021 |
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Ep #24: Moving Across the Country to Get the Job of Your Dreams with Coleburn Spence
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Mar 12, 2021 |
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Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets
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Mar 05, 2021 |
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SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold
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Feb 26, 2021 |
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Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson
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Feb 19, 2021 |
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Ep #21: Helping Your Clients Find Their Money Quotient with Amy Mullen
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Feb 12, 2021 |
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Ep #20: The Virtual CFP Career Path with Sue Chesney
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Feb 05, 2021 |
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Ep #19: Understanding Your Unique Instincts for Success as a Financial Planner with David Kolbe
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Jan 29, 2021 |
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Ep #18: Finding Success by Failing Then Pivoting with Dave Grant
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Jan 22, 2021 |
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Ep #17: Pursuing a Career in Academia While Running Your Own Firm with Inga Timmerman
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Jan 15, 2021 |
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Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus
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Jan 08, 2021 |
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Ep #15: Starting a Firm Because You Can't Find a Fit with Betty Wang
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Jan 01, 2021 |
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Ep #14: A Career in Operations as a CFP with Dennis Moore
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Dec 25, 2020 |
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Ep #13: The Basics of A Successful Succession Plan with Christine Sjölin
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Dec 18, 2020 |
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Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross
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Dec 11, 2020 |
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Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson
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Dec 04, 2020 |
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Ep #10: Building Your Skills As A CFP Student with Anabelle Sanko
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Nov 27, 2020 |
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SPECIAL EPISODE: Compensation Data Points for Newer Planners with Caleb Brown
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Nov 20, 2020 |
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Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer
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Nov 13, 2020 |
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Ep #08: NAPFA Genesis Professional Community for New Planners with Ben Jacobs
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Nov 06, 2020 |
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Ep #07: FPA Nexgen Professional Community for New Planners with Joey Stemmle
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Oct 30, 2020 |
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Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller
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Oct 23, 2020 |
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Ep #05: Understanding the Fee-Only Professional Association with Geof Brown
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Oct 16, 2020 |
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Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris
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Oct 09, 2020 |
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Ep #03: Career Options for a CFA Charterholder with Mario Nardone
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Oct 02, 2020 |
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Ep #02: Overcoming Discrimination and Racism: The Career of Chloé Moore
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Oct 02, 2020 |
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Ep #01: Yusuf and Bryan - Succession Planning from a G2 Perspective
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Sep 29, 2020 |