x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

business management

All Episodes

24:12

Ep #126: Using Rejection as Motivation with William...

New Planner Podcast ·

2023/03/24

William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss! Listen in as William shares his journey from starting as a loan officer in a credit union to becoming a Client Services Associate for a wirehouse, as well as how he pursued the CFP but struggled to

en

25:01

Ep #125: Two Months into A Financial Planner Career...

New Planner Podcast ·

2023/03/17

Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit and add value right out of the gate, this is an episode you won’t want to miss! Listen in as Antonio shares his journey into the world of financial planning, how he decided which CFP

en

29:01

Ep #124: Financial Coach in a Property and Casualty...

New Planner Podcast ·

2023/03/10

Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about his

en

23:33

Ep #123: Finding the Right Team with Liv Olson

New Planner Podcast ·

2023/03/03

Liv Olson is the Founder of Liv Olson Consulting, based out of Seattle, WA. She helps teams and individuals build lasting capabilities and positive organizational culture that enables people to thrive. If you're looking to join an existing team or build one yourself, you don't want to miss this episode! Listen in as Liv shares from her 20 years of experience in human resources, organizational development, and talent development roles in the RIA channel, highlighting the top mistake firm owners make

en

22:42

Ep #122: Four Years into a New Planner Career with...

New Planner Podcast ·

2023/02/24

Stephanie Van Albert is an Associate Advisor at Monaco Advisors based out of New Haven, CT, and she joins the shows today to share how her love of math and problem-solving drew her to a career in financial planning. If you didn’t graduate with a financial planning degree but want to become a financial planner, this is an episode you can’t afford to miss! Listen in as Stephanie shares how she landed her first job and navigated the challenges of working full-time while completing her CFP coursework

en

30:55

Ep #121: Transitioning from an RIA to a Financial...

New Planner Podcast ·

2023/02/17

Jordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company where he trained other planners on financial planning software. If you are interested in what other positions are available in the financial planning industry, this is an episode you won’t want to miss. Listen in as Jordan shares how he got hooked on financial

en

27:52

Ep #120: College Football Player to CFP with Michael...

New Planner Podcast ·

2023/02/10

Michael Branthover is a Financial Advisor with Day Financial Group based out of Columbia, MD. He joins the show today to share how he went from earning a full-ride scholarship to play football at Virginia Tech to his eventual transition into the financial planning program. If you are interested in how to use your background as an athlete to succeed in financial planning, this is an episode you won’t want to miss! Listen in as Michael talks about the influence the financial planning firm owners who

en

23:39

Ep #119: Financial Planner to Wholesaler Back to...

New Planner Podcast ·

2023/02/03

Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career—and then returning to his current position as a financial advisor with an independent broker-dealer. If you are unsure about what type of position you might want in the financial planning profession, then you don’t want to miss this

en

25:55

Ep #118: How to Succeed Your First 10 Years into the...

New Planner Podcast ·

2023/01/27

Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm over 10 years—and then leave to start your own firm—this episode is one you won’t want to miss! Listen in as Tess shares how she got started, as well as how she secured her internship

en

24:58

Ep #117: How to Identify a Solid Firm and Career...

New Planner Podcast ·

2023/01/20

Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are looking for some inside information on how to have success, then you won’t want to miss this episode! Listen in as Jessica divulges the valuable lessons she has learned from her

en

23:34

Ep #116: Characteristics of a Rockstar Intern with...

New Planner Podcast ·

2023/01/13

Matt Benson is the Founder of Sonmore Financial based out of Chandler, AZ, and he joins the show today to share how he got started in the financial planning profession, why he hired an intern after starting his own firm, and why that intern is a rockstar. If you are seeking an internship or entry-level role in a financial planning firm, then don’t miss this episode! Listen in as Matt talks about how he knew he wanted to pursue a career in financial planning while in high school, as well as what

en

27:19

Ep #115: From the Front Lines of Iraq to Passing the...

New Planner Podcast ·

2023/01/06

Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want to miss! Listen in as Devoda opens up about his experience passing the CFP exam and offers advice for others who plan to take it, as well. We also discuss Devoda’s personal journey,

en

21:58

Ep #114: Prepping for the Job Market as a New College...

New Planner Podcast ·

2022/12/30

Dana McNulty is an aspiring financial planner out of Boulder, CO, and she joins the show today to share her experience attending a financial planning program and securing multiple internships. If you're a college student seeking to prepare yourself for your first opportunity in the financial planning industry, this is an episode you won’t want to miss! Listen in as Dana shares how she found her way to the financial planning program at the University of Colorado, what part of the coursework she has

en

46:37

Ep #113: Transitioning from Banking to a Fee-Only RIA...

New Planner Podcast ·

2022/12/23

Brittany Schultz, Director of Investment Research and Operations, and Michelle Kuehner, President at Personal Money Planning, both join the show today to discuss their unique paths into the financial planning profession. They share how they transitioned out of banking careers, why they believe financial planning was a better fit for them, and how they overcame the challenges often associated with a career change. Listen in as Michelle explains how she developed her skills as an advisor, as well as

en

01:06:44

Ep #112: Entrepreneurship and Building Successful...

New Planner Podcast ·

2022/12/16

Michael Kitces and Alan Moore are the co-founders of XY Planning Network, and they join the show today to discuss their journey through entrepreneurship. If you desire to excel in the financial planning profession, then this is an episode you definitely won’t want to miss! Listen in as Michael and Alan share how they entered into entrepreneurship, what they like (and don’t like) about being entrepreneurs, and how they were able to work together to build several successful businesses even though they

en

45:52

Ep #111: From CFP Program to Paraplanner Role with...

New Planner Podcast ·

2022/12/09

Jennifer Anderson is the co-owner at McClarren Financial Advisors based out of State College, PA, and she joins the show today with paraplanner Rose Porter to discuss the ins and outs of hiring new paraplanners right out of school. If you are joining a small RIA firm directly after graduating from a CFP program, this is definitely an episode you won’t want to miss! Listen in as Jennifer shares the “why” behind her firm seeking to hire new paraplanners out of school, how they executed a successful

en

23:30

Ep #110: Office Manager to Paraplanner with Bethany Park

New Planner Podcast ·

2022/12/02

Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why she transitioned out of her teaching career and into financial planning, what got her interested in financial planning as a profession, and how she

en

42:18

Ep #109: Nine Months into a New Planner Career with...

New Planner Podcast ·

2022/11/25

Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin adding value to a financial planning firm right off the bat, this is an episode you won’t want to miss! Listen in as Abby walks us through her career path, from leaving a great-fit firm

en

28:46

Ep #108: Giving Up Partnership and Starting Your Own...

New Planner Podcast ·

2022/11/18

Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you! Listen in as Ethan shares how family members influenced his career early on, why he pivoted from majoring in corporate finance to personal financial planning, and what it was like transitioning to an

en

37:32

Ep #107: Evaluating Compensation and Benefits with...

New Planner Podcast ·

2022/11/11

Kelli Cruz is the Founder and CEO of Cruz Consulting Group, a consulting firm that specializes in human capital and compensation consulting for the financial planning profession. Kelli joins the show to chat about what she is seeing from the trenches of her consulting work, including the biggest struggle that her clients are facing right now. If you are considering a new opportunity or preparing for a job interview, this is an episode you won’t want to miss! Listen in as Kelli shares the type of

en

292 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...