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PODCAST

New Planner Podcast

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

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All Episodes

29:48

Ep #145: Working with Retirees while in Your Twenties...

New Planner Podcast ·

2023/08/11

Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism. If you are concerned that you might be too young to work with retired clients, this is an episode for you! Listen in as Joel delves into his journey, from his academic choices and

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26:20

Ep #144: A Path to Starting Your Own Firm at 26 with...

New Planner Podcast ·

2023/08/04

Matt Garasic is the Founder of Unrivaled Wealth Management based out of Pittsburgh, PA, and he joins the show today to discuss how he found his way to financial planning—despite thinking it was only insurance sales. If you feel stuck and need someone to take a chance on you, even if you might not have the level of experience they are looking for, then this is an episode for you! Listen in as Matt shares his unique journey from an initial pursuit in Petroleum Geology to becoming a financial planning

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24:40

Ep #143: Finding a Non-AUM firm to Join with Dawn...

New Planner Podcast ·

2023/07/28

Dawn Torres-Gale is a Client Services Manager at Compass Planning Associates based out of Westport, MA, and she joins the show today to discuss her journey of becoming a financial planner. If you are seeking a firm that has a unique structure, this is an episode you won’t want to miss! Join us as Dawn reveals her unique journey from conflict resolution within the military to becoming a financial planner, spurred by service members' need for advanced financial guidance. Learn about her transition

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25:33

Ep #142: Nanny to CFP in 3 years with Taylor Cole

New Planner Podcast ·

2023/07/21

Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you! Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also shares the insights she

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24:01

Ep #141: Overcoming Your Fears Working with Clients...

New Planner Podcast ·

2023/07/14

Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his entrance into the financial planning profession, which, interestingly enough, was not his initial career choice. If you are nervous about taking on client relationships by yourself, this is an episode for you! Listen in as Taylor unfolds his intriguing journey into the financial planning profession, from it not being his initial career choice to securing internships and learning

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28:25

Ep #140: Student to Lead Planner in 3 years with...

New Planner Podcast ·

2023/07/07

Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to share how he became a financial planner. If you think you are too young or inexperienced to become a lead planner, this is an episode for you! Listen in as Andrew shares his journey from accounting major to successful financial planner, and how overcoming career obstacles during the COVID-19 pandemic led him to become the trusted lead advisor for 40 clients at his current firm—all

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30:10

Ep #139: How to Succeed as a Square Peg in a Round...

New Planner Podcast ·

2023/06/30

Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and your career is not where you want it to be, this is an episode you won’t want to miss! In this episode, Alex shares his journey from childhood lessons in personal finance to earning his CFP designation and entering the world of financial planning, leveraging his

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26:03

Ep #138: Transitioning from a Musician in the...

New Planner Podcast ·

2023/06/23

Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financial planning profession then this is an episode for you! Listen in as Nathan shares his journey into financial planning, discussing his education, early experiences, and why transitioning careers was the right move for him. He opens up about the trials of

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31:37

Ep #137: Internships to Expertise: Career Changing...

New Planner Podcast ·

2023/06/16

Taylor Demars is a financial planner with Mars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an episode for you! Listen in as Taylor shares why he joined his grandfather’s family-owned financial planning business, how he became the primary client

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29:17

Ep #136: Leaving a Fee-Only RIA to Start a Financial...

New Planner Podcast ·

2023/06/09

Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion for serving high-net-worth clients and are considering a different path, this is an episode for you! Listen in as Alli shares the sequence of events that led her to shift her focus from majoring in mathematics to financial planning despite the disapproval from

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43:58

Ep #135: Sales Assistant to CEO with Deanne Rosso and...

New Planner Podcast ·

2023/06/02

Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an episode you won’t want to miss! Listen in as Deanne and Chuck take us on a journey through their partnership in financial planning, starting with Deanne’s beginnings in the field, how she and Chuck met, why she decided to join Chuck’s team (despite more

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24:08

Ep #134: Developing Technical Expertise Plus...

New Planner Podcast ·

2023/05/26

Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you! Listen in as Mark shares his unexpected journey in the financial planning profession, starting with a phone call from a family member, and leaving his previous career to join the

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22:58

Ep #133: Transitioning from Virtual to In-Person Back...

New Planner Podcast ·

2023/05/19

Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate program

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28:40

Ep #132: Transitioning from Big Tech to Financial...

New Planner Podcast ·

2023/05/12

Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you! Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how she

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25:15

Ep #131: Financial Counselor to RIA Firm Owner with...

New Planner Podcast ·

2023/05/05

Today I'm joined by Liz Plot, the Founder of Primas Financial Planning. After spending 10 years as a financial coach for members of the military, Liz made the decision to start her own firm. If you think you might be an accidental entrepreneur, this is an episode you won’t want to miss! Listen in as we discuss the differences between financial planning, financial coaching, and financial counseling, as well as the struggle that Liz had being rejected by employers early on due to her need for a

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22:25

Special Episode: Overview of the New Financial...

New Planner Podcast ·

2023/04/28

Hannah Moore is the owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Also the creator and facilitator of the Financial Planning Externship Program, Hannah joins the show today to talk about what she has been up to over the last 2 years. If you're interested in participating in the Externship program, be sure to listen in and sign up today! Join us as Hannah talks about the Externship program, sharing exciting updates for its fourth year. She also provides details on the

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22:46

Ep #130: Developing a Career as a Paraplanner with...

New Planner Podcast ·

2023/04/21

Alex Hopkin is the Founder of Simply Paraplanner, an online job board that connects virtual paraplanners with firms seeking virtual hires nationwide. If you are seeking a virtual paraplanner role, this is an episode for you! Listen in as Alex talks us through her path to becoming a financial planner, starting with the scholarship she received and the challenges she faced as a military spouse seeking a virtual position in a field that had few options for remote work. You'll learn about her online

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30:11

Ep #129: Moving from Fee Only RIA to the Charitable...

New Planner Podcast ·

2023/04/14

Ryan Rasmussen is a Trust and Estates Coordinator for the University of Georgia, and he joins the shows today to share his story of how he became a financial planner. If you are seeking a career path outside of one of the main points of entry into the profession, this is an episode you won’t want to miss! Listen in as Ryan shares his career journey, from his start in the Certified Financial Planner (CFP) program to his current role as an academic financial counselor at the University of Georgia

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27:06

Ep #128: Transitioning from a Wirehouse to an RIA...

New Planner Podcast ·

2023/04/07

Patrick Yaghoobians is an Associate Advisor at Horst & Graben Wealth Management, and he stops by the show today to share his story of becoming a financial planner. If you are in the wirehouse channel but desire a more independent and planning-centric approach, this is an episode for you! Listen in as Patrick opens up about his journey to becoming a financial planner, from his earliest memory of money when his parents immigrated from Canada to what eventually led him to pursue a career in finance. We

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25:05

Ep #127: Finding Another Right Fit after Your Right...

New Planner Podcast ·

2023/03/31

Tom Rasmussen is a Financial Advisor at BlueSky Wealth Advisors, and he joins the show today to discuss how he fell into his career as a financial planner and why he left a great fit firm after they were acquired. If your firm has been acquired and is no longer a good fit for you, you won’t want to miss this episode! Listen in as Tom shares his journey of how he stumbled upon his career by luck through his academic advisor, how he landed his first job at a large financial services firm while still

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292 results

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