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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

business management

All Episodes

24:32

Ep #106: Transitioning from a Small Firm to Large...

New Planner Podcast ·

2022/11/04

Scarlett Che is a Wealth Planning Senior Associate at Austin Asset based out of Austin, TX, and she joins the show today to talk about how she is progressing in her financial planning career. If you are trying to figure out where you would like to be on the advisory career track, this is an episode for you! Listen in as Scarlett shares her story about immigrating from China, how she got interested in financial planning over other career choices, and how she snagged her first financial planning job

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25:55

Ep #105: From Firefighter to Partner in 3 Years with...

New Planner Podcast ·

2022/10/28

Dan Malone is a Partner with WDW Financial based out of Dallas, TX. He joins the show today to talk about how he transitioned into financial planning after a career as a firefighter. If you are interested in becoming a partner at an established firm, this is an episode you won’t want to miss! Listen in as Dan shares how he became interested in becoming a firefighter, why he chose to also become a paramedic, and how he pursued a college degree while also working full-time. We also dive into why

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26:44

Ep #104: From Pro Golfer to Financial Planner with...

New Planner Podcast ·

2022/10/21

James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you! Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him even

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25:29

Ep #103: Outsourced Data Entry and Training the Next...

New Planner Podcast ·

2022/10/14

Carrie Jones is a Certified Financial Planner based out of Orlando, FL, and she joins the show today to talk about her career in financial planning, including how she knew she wanted to be a financial planner as early as 8 years old. If you are a new planner seeking unique ways to gain valuable experience in your career, this is an episode for you! Listen in as Carrie shares how she got her start in the insurance channel, why that path was not the best fit for her, and how she took time away from

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22:00

Ep #102: From Professional Musician to Financial...

New Planner Podcast ·

2022/10/07

Saki Kurose is an Associate Planner with Omega Wealth Management based out of Arlington, VA. She joins the show today to share her story of transitioning from a career as a professional musician to a career in financial planning. If you are a musician and looking to transition into a career in financial planning, this is an episode you won’t want to miss! Listen in as Saki shares her story of immigrating to the U.S. and going all in developing her musical career, including why a musical career

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23:53

Ep #101: Setting Yourself Apart with Angie Herbers

New Planner Podcast ·

2022/09/30

Angie Herbers is the Founder and Senior Consultant with Herbers and Company, a consulting firm specializing in assisting financial planning firms to solve their growth challenges. If you are seeking to set yourself apart from the rest of the pack, then this is an episode for you! Listen in as Angie shares why firms with a clear recruiting strategy have an advantage over their competitors, what skills firms are looking for the most in new planner hires, and what skills are most lacking from planner

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22:35

Ep #100: The Why of New Planner Recruiting with Caleb...

New Planner Podcast ·

2022/09/23

Welcome to the 100th episode of the New Planner Podcast! To celebrate this milestone, we thought we would flip things around a little bit and have Jesse Lineberry and Jayla Blakemore interview Caleb about his career and the birth of New Planner Recruiting. If you are thinking of entering the financial planning profession, this is an episode you definitely won't want to miss! Listen in as Caleb shares his unique story of finding a career in financial planning and why he decided to go into career

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29:12

Ep #99: Finding The Right Path via Persistence and...

New Planner Podcast ·

2022/09/16

Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you! Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the door

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37:45

Ep #98: Changing Careers to Become Financial Planners...

New Planner Podcast ·

2022/09/09

Libby McKay and Jessi Dolmage are Financial Advisors with Penobscot Financial Advisors based out of Portland, ME. They join the show today to discuss how they got started in financial planning and what it was like getting hired without any previous experience under their belts. If you are considering a career change to financial planning, this episode is one you won’t want to miss! Listen in as Jessi shares how she pivoted from the non-profit fundraising sector to financial planning, how she was

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21:51

Ep #97: Teacher Turned Financial Planner with Keith...

New Planner Podcast ·

2022/09/02

Keith Wayne is an Associate Financial Planning Analyst at Mercer Advisors based out of Lynchburg, VA. He joins the show today to share how he transitioned from a 26-year career in teaching to become a financial planner. If you are coming from the education profession and want to successfully navigate the transition, this is an episode for you! Listen in as Keith talks about what originally got him interested in teaching, the valuable skills the profession taught him, and where he finds similarities

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51:10

Ep #96: Finding the Right Channel and Firm Structure...

New Planner Podcast ·

2022/08/26

Melissa Barron and Jordan Slingo are both Senior Wealth Advisors with Elwood & Goetz Wealth Advisory Group in Athens, GA. They join the show today to discuss their individual journeys in the financial planning industry, including what it was like entering the profession when entry-level jobs were hard to come by. Listen in as Melissa and Jordan share how they got started in the industry, as well as how they managed to get their foot in the door. We also discuss the compelling nature of the financial

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38:21

Ep #95: Re-entering the Profession after Building a...

New Planner Podcast ·

2022/08/19

John Gugle is a Regional Growth Consultant with LPL Financial based out of Charlotte, NC. He joins the show today to share his career journey into financial planning, including how he was able to leverage his degrees in Japanese and Finance to get started with a consulting firm. Listen in as John shares how he was able to develop the trust of his co-workers who came to him for financial advice, as well as how he used his memberships in professional organizations to find a 2-year residency position

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33:33

Ep #94: From Actress to Financial Planner with Sara...

New Planner Podcast ·

2022/08/12

Sara Stollberger is the Director of Financial Planning at Bridgewater Advisors based out of New York, and she joins the show today to share her story of how she began her financial planning career after spending more than five years as an actress. If you are a career changer seeking to enter the financial planning profession, this is an episode you won’t want to miss! Listen in as Sara shares how she knew it was time to pursue something outside of acting (despite having had success in the field), as

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26:04

Ep #93: Helping Grow a Small Fee-Only Firm with Frank...

New Planner Podcast ·

2022/08/05

Frank Fernandez is an Associate Planner with Weingarten & Associates, a planning-centric fee-only firm based out of Trenton, NJ that is led by a husband and wife team. If you are seeking to add value to a small yet growing firm, this is an episode you won’t want to miss! Listen in to hear how Frank initially found the CFP program, why he pursued three voluntary internships, and how he approached taking both the CFP and the Enrolled Agent exams. We also discuss why he sought out a planning-centric

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24:39

Ep #92: How to Make Yourself More Marketable with...

New Planner Podcast ·

2022/07/29

Louis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly competitive market. If you think your firm might be acquired, this is an episode you definitely won’t want to miss! Listen in as Louis shares the top reasons that financial planners seek

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42:10

Ep #91: Pivoting from a Failed Succession Plan with...

New Planner Podcast ·

2022/07/22

Cecil Staton is the President and Wealth Advisor with Arch Financial Planning. He joins the show today to chat about his journey in the financial planning industry, including how he got started and why ultimately decided to start his own firm. Listen in as Cecil shares why the fee-only RIA model was the best fit for him, as well as how he was able to leverage his network to find an opportunity that best aligned with his career goals. You'll learn the catalyst that led to him establishing his own

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28:25

Ep #90: Finding the Right Path After Changing Careers...

New Planner Podcast ·

2022/07/15

Steve Kampschmidt joins the show today to share how he got started in the financial planning industry, including what it was like trying to enter the profession in a down market. After transitioning from his job to the bank channel, Steve used that position to leverage his way into an entry-level opportunity in a wirehouse training program before ultimately building his own RIA. Tune in as he shares what he learned from his time in the corporate world that has helped him in his financial planning

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30:28

Ep #89: How to Pass the Series 65 Exam with Shane...

New Planner Podcast ·

2022/07/08

Shane Kozusko is a recent graduate from the University of Georgia’s Financial Planning degree program. He joins the show today to talk about how he passed the Series 65 exam, including why he chose to take it, even though it wasn't a requirement for him. If you are planning to take the Series 65, this is an episode you can’t afford to miss! Tune in as Shane shares the materials that he found the most helpful through the exam, as well as insider tips on the type of questions that he saw most

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31:35

Ep #88: Exhibiting Passion, Determination, and Grit...

New Planner Podcast ·

2022/07/01

Jake Smail is a Financial Planning Associate at Demming Financial Services based out of Cleveland, OH. He joins the show today to discuss his entry into the financial planning profession, including the approach he took when trying to get hired in early 2020 during the beginning of the pandemic. If you are a middle-of-the-pack job seeker and want to have success in financial planning, this is an episode you won’t want to miss. Take a listen as Jake shares how his experiences have helped him succeed

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36:07

Ep #87: Pivoting From History Professor Path to...

New Planner Podcast ·

2022/06/24

Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don’t want to miss this episode! Listen in as Matt shares why he pursued a history degree despite having an interest in financial planning from an early age, and how a chance meeting with a friend made him start to seriously consider

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292 results

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