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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

27:16

Ep #243: 21 Years at the Same Firm with Andrea Eaton

New Planner Podcast ·

2025/08/22

Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career path. If you're interested in building a long-term career with one firm, finding the right cultural fit, or learning how to develop and mentor new planners, this episode is for you! Listen in as Andrea shares her journey from the financial planning program at Texas Tech University to her current firm,

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23:28

Ep #242: Transitioning Out of Corporate America to...

New Planner Podcast ·

2025/08/15

Dustin Cidorowich is an Associate Financial Planner at R.W. Rogé & Company and he joins the show today to share his journey from corporate America to an entry-level financial planner position. If you're interested in making a career change into financial planning, understanding the realities of entry-level roles, or learning how to grow and thrive in a firm, this episode is for you! Listen in as Dustin shares how he made the leap from corporate America to a financial planning role - navigating a

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25:01

Ep #241: From Clergy to CFP with Samuel Kim

New Planner Podcast ·

2025/08/08

Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you! Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He discusses

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42:09

Ep #240: First Job in Financial Planning and First...

New Planner Podcast ·

2025/08/01

Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journey’s brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you! Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy through a

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34:10

Ep #239: Thriving in a Hybrid Role with Matthew Gray

New Planner Podcast ·

2025/07/25

Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for the

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32:24

Ep #238: Transitioning from an IT Career to a CFP...

New Planner Podcast ·

2025/07/18

Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him learn

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24:14

Ep #237: Acquiring a Tax Practice and Launching an...

New Planner Podcast ·

2025/07/11

John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his

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26:11

Ep #236: Balancing a Corporate America Job while...

New Planner Podcast ·

2025/07/04

Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you! Listen in as Shai shares how she began her career in

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28:03

Ep #235: Building Your Skills as a Peer Financial...

New Planner Podcast ·

2025/06/27

Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is for you! Listen in as Joseph shares how he discovered the financial planning major, the coursework he’s completed, and how he’s grown as a leader through

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41:55

Ep #234: Finding the Right Fit and Working as an...

New Planner Podcast ·

2025/06/20

Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in financial

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30:48

Ep #233: Immigrating to the USA and Becoming a CFP...

New Planner Podcast ·

2025/06/13

Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this episode is for you! Listen in as Gloria shares how her experience growing up in a financially struggling immigrant family shaped her interest in

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28:26

Ep #232: Starting out in the Insurance Channel then...

New Planner Podcast ·

2025/06/06

Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast, joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In this episode, he pulls back the curtain on how identifying a persistent industry pain point sparked the creation of his fintech startup, where he sees the

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27:49

Ep #231: Starting a Fee Only RIA and Then Merging...

New Planner Podcast ·

2025/05/30

Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple internships

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42:21

Ep #230: How to Find a Good Fit and Progress Through...

New Planner Podcast ·

2025/05/23

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to

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21:35

Ep #229: FPA NexGen Programs and Initiatives with...

New Planner Podcast ·

2025/05/16

Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen in as

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29:40

Ep #228: Leaving Partnership in an Established RIA to...

New Planner Podcast ·

2025/05/09

Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research financial

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26:53

Ep #227: Moving Across the Country to Start Your...

New Planner Podcast ·

2025/05/02

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her major. She

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27:28

Ep #226: Transitioning from a Non Profit to Financial...

New Planner Podcast ·

2025/04/25

Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planner, this episode is for you! Listen in as Daniel shares how he began his CFP coursework while living in Nepal, passed the exam, and landed his first role

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26:54

Ep #225: 6.5 Years out of a CFP Board Registered...

New Planner Podcast ·

2025/04/18

Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you! Listen in as Mike shares why he chose financial planning over accounting, how he

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38:24

Ep #224: 2.5 Years into a Financial Planner Career...

New Planner Podcast ·

2025/04/11

Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you! Listen in as Mallory and Felix share their unique journeys into

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278 results

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