New Planner Podcast
By Caleb Brown
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Category: Management
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Subscribers: 11
Reviews: 0
Episodes: 189
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 #177: Advocating for the Next Generation Financial Planner with Kate Healy
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Apr 26, 2024 |
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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
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Apr 19, 2024 |
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Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
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Apr 12, 2024 |
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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
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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
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Mar 15, 2024 |
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Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
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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
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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
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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
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Jan 19, 2024 |
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Ep #164: How to Get Your Foot in the Door with Daniel Yerger
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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
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Jan 05, 2024 |
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Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore
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Dec 29, 2023 |
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Ep #161: From Bank Channel to Silo RIA with Scott Oeth
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Dec 22, 2023 |
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Ep #160: How to Best Negotiate Compensation with Kate Dixon
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Dec 15, 2023 |
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Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan
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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
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Nov 24, 2023 |
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Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute
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Nov 17, 2023 |
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Ep #156: Starting as a CFP then Joining the Military with Jon Harrington
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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
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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
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Oct 20, 2023 |
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Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey
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Oct 13, 2023 |
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Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry
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Oct 06, 2023 |
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Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
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Sep 29, 2023 |
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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
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Sep 22, 2023 |
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Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees
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Sep 15, 2023 |
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Ep #149: Financial Literacy to Financial Planning with Dana Carney
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Sep 08, 2023 |
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Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke
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Sep 01, 2023 |
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Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore
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Aug 25, 2023 |
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Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen
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Aug 18, 2023 |
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Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
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Aug 11, 2023 |
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Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic
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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
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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
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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
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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
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Mar 10, 2023 |
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Ep #123: Finding the Right Team with Liv Olson
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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
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Feb 03, 2023 |
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Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing
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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
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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
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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
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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
|
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
|
Apr 29, 2022 |
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Ep #79: Starting and Succeeding as a Cohort with Karlyn Jones, Carolyn Stewart, and Carman Franklin
|
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
|
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
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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 |