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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

32:10

Ep #86: Turning Down an 8 Figure Offer to Keep...

New Planner Podcast ·

2022/06/17

John Fennig is the Co-Founder of KFA Private Wealth based out of McLean, VA, where they serve over 800 households with $700 million in AUM. He joins the show today to share how he got his start in the financial planning industry, as well as what eventually led to him starting his own firm. Listen in as John opens up about his journey, including why he pursued the CFP and CPA designations, how he managed a large transition during a period of market and economic volatility, and the challenges he has

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31:59

Ep #85: Carving Your Own Path Outside of a Family...

New Planner Podcast ·

2022/06/10

Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join a fee-only RIA in the Midwest. Listen in to hear how he found his job, why he knew it was a good fit, and some insights into the interview process

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29:52

Ep #84: Moving Your Family Across the Country for a...

New Planner Podcast ·

2022/06/03

Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family. Listen in as Stephen shares why he pivoted away from pursuing a career in law, as well as how his early years in the insurance channel positioned him for success. You'll learn why he walked away from six years of building

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28:32

Ep #83: Pursuing Financial Planning as a Divorced...

New Planner Podcast ·

2022/05/27

Joining the show today is Alisa Nguyen, the 2021 recipient of The New Planner Recruiting CFP Program Tuition Reimbursement Scholarship. In this episode, she discusses her path into financial planning, how she leveraged her past experiences as the financial steward for her family to help other divorced women confront various anxieties around money, and more. Listen in as Alisa shares why she pursued the CFP education from Utah Valley, as well as how she has managed to attend classes full-time and

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31:16

Ep #82: What Firm Owners Look For In Their First Hire...

New Planner Podcast ·

2022/05/20

Eric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago. Listen in as we discuss why they chose to focus on a younger clientele with high incomes, what it’s like working with your spouse, and what the very first role they hired for was, including all

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38:21

Ep #81: How to Pass the SIE Exam with Josh Brumbach...

New Planner Podcast ·

2022/05/13

My guests today are Landon Powell, Josh Brumbach, and Garrett Klinger, who are Financial Planning Students at the University of Georgia. Listen in as they explain what the Securities Industry Essentials (SIE) is and why they each wanted to pursue it, what the cost and process for registering entailed, and detailed insight as to what type of material and types of questions were asked on the test. You’ll hear about how Garrett had a different experience taking the exam virtually than the other two due

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25:57

Ep #80: Transitioning from the Hospitality Industry...

New Planner Podcast ·

2022/05/06

Chloe Denning is an Analyst with Wealthstream Advisors based out of New York City, and she joins the show today to talk about how she pivoted from a successful career in the hospitality industry to jump into the financial planning profession. If you are in a career that serves people but are looking for a more rewarding and fulfilling role, this is an episode for you! Listen in as Chloe discusses how she first found the financial planning industry, how she was able to complete the CFP education

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31:27

Special Episode: Compensation Data Points for New...

New Planner Podcast ·

2022/04/29

Every once in a while, we like to give an update on what is happening in the job market, from what we’re seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to talk about what he’s seeing with the recruiting in the trenches. Listen in as we share what compensation looks like on both sides of the hiring process, how to streamline the process for everyone

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51:11

Ep #79: Starting and Succeeding as a Cohort with...

New Planner Podcast ·

2022/04/22

Carolyn Stewart, Karlyn Jones, and Carman Franklin are financial planners with Abacus Planning based out of Columbia, SC. They join the show today to discuss their journeys in the financial planning industry, including their biggest fears about entering the profession and what the first few weeks were like at their new firm. If you are considering a career in financial planning but are concerned about the lack of female planners, this is an episode you won’t want to miss! Listen in as they describe

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28:33

Ep #78: Entering Financial Planning via the Cold...

New Planner Podcast ·

2022/04/15

Jun Shim is a financial planner with MyCFO4Life based out of Dallas, TX, and he joins the show today to share his journey into financial planning and why it is the right career fit for him. If you are stuck in a job outside of the industry and deeply desire to secure a true financial planning apprenticeship type role, this is an episode you won’t want to miss! Listen in as Jun shares how he got started in the financial planning industry, what he learned about himself in the various roles he has had,

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34:18

Ep #77: Evaluating Succession Plan Opportunities with...

New Planner Podcast ·

2022/04/08

Brooklyn Brock is the founder of Ellevate Advisors based out of Tulsa, OK. Offering financial planning and exit coaching for advisors, Brooklyn joins the show today to talk candidly about how she found her niche in providing financial planning to other financial planners. Tune in to find out what her initial planning process looks like, as well as the three points she has for evaluating succession planning opportunities. Brooklyn also shares her three points for gauging the retirement readiness of

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29:05

Ep #76: Having Success as a Financial Planner as an...

New Planner Podcast ·

2022/04/01

Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career exploded after

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28:36

Ep #75: From Property and Casualty Agent to Financial...

New Planner Podcast ·

2022/03/25

Sandy Russ is an aspiring financial planner based in Raleigh, NC. She joins the show today to talk about her career path and the transition she is going through right now to become a financial planner. She also shares what led her to start her own property and casualty insurance agency, the challenges she had to overcome with the PNC business, and what it is like to shut down a successful business because it's not your passion. Listen in to hear how Sandy's CPA has helped her throughout her career

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28:18

Ep #74: Employee to Entrepreneur with Maria King

New Planner Podcast ·

2022/03/18

Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own

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34:28

Ep #73: Transitioning from the Military to Financial...

New Planner Podcast ·

2022/03/11

Stephen Maggard is a Financial Planner with Abacus Planning Group based out of Columbia, SC. He joins the show today to discuss his background and how he made the transition to financial planning from the military. If you are serving our country and eventually want to transition to the financial planning profession, then this episode is for you! Listen in as Stephen describes why he became interested in financial planning, as well as how he got his foot in the door. You'll learn why he was drawn to

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42:40

Ep #72: Associate Planner to CEO with Matt Elliott

New Planner Podcast ·

2022/03/04

Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from. Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he eventually

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42:44

Ep #71: From Wholesaler to Fee-Only Planner with...

New Planner Podcast ·

2022/02/25

Jason Black is a Financial Advisor, and Lee Strongwater is a Senior Advisor and Partner, both at Colorado Capital Management in Boulder, CO. Jason and Lee join the show today to share their individual career journeys, including how they got started in the industry and the pivots they've made along the way. Listen in as they discuss what brought them to financial planning from other careers, as well as how they overcame the challenges that come with a career change. You'll hear their advice for

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32:14

Ep #70: Insights from a Chief Talent Officer with...

New Planner Podcast ·

2022/02/18

Nate Nassif is a Talent Management Consultant with a specialty in organizational design, career development, diversity and inclusion, performance measurement, and employee life cycle management. He joins the show today to share his perspective on hiring, culture, and leadership within a large RIA firm. Listen in as Nate shares why culture and culture fit are crucial elements to a successful employment relationship, how job seekers can find the best opportunities with top firms, and how they can

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33:32

Ep #69: How to Become a Top Tier Candidate with Jayla...

New Planner Podcast ·

2022/02/11

Jayla Blakemore is an Account Executive at New Planner Recruiting, and she joins the show today to talk about how she made her way into financial planning at the University of Georgia—and eventually found her way to my team. If you're in a CFP program and are looking at alternative career paths outside of the lead advisor role, this is an episode you won’t want to miss! Listen in as we discuss what made Jayla change her major from psychology to financial planning, what made her realize she didn’t

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33:40

Ep #68: From Practice Management Consultant to...

New Planner Podcast ·

2022/02/04

Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years! Listen in as Paul shares how he first got started in financial planning, how he eventually became a consultant to financial advisors, and why he pivoted to start his own financial planning firm. You'll learn

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292 results

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