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

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

en

24:42

Ep #67: Transitioning From a Stock Broker to a...

New Planner Podcast ·

2022/01/28

Welcome to part two of my conversation with Antonio Tovar, an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. We pick up the conversation by discussing what role Antonio began in at the large financial services firm where he started, how he was able to move up within that firm, and the valuable skills he was able to hone while there. Listen in to learn why he chose the CFP, how he passed the exam on his first try, and what a typical day at an RIA now looks like for

en

21:21

Ep #66: Transitioning From a Stock Broker to a...

New Planner Podcast ·

2022/01/21

Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it’s the right fit, this episode is for you. Listen in as Antonio discusses how he overcame the difficult job market—including what he said to potential employers once he got them on the phone—and

en

28:35

Ep #65: How To Get Your Foot in The Door When...

New Planner Podcast ·

2022/01/14

Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won’t want to miss! Listen in as Matt shares what his career trajectory was like prior to getting into financial planning, as well as the struggles he faced while changing careers. He also shares

en

27:37

Ep #64: Transitioning From a Broker Dealer to a Tax...

New Planner Podcast ·

2022/01/07

Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship. Listen in as Carol Ann opens up about her career trajectory, from starting at a large investment company to moving to a broker dealer firm, then ultimately landing at a small, family-owned RIA. You'll learn how her experiences at those

en

29:38

Ep #63: Working Your Way Up to Director of Financial...

New Planner Podcast ·

2021/12/31

Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients. Listen in as we discuss how she has worked her way up from Associate Planner to Director of Financial

en

27:35

Ep #62: From Junior College to Financial Planner with...

New Planner Podcast ·

2021/12/24

Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years. Listen in as we discuss Jenny’s experience with managing her career while also raising small children, why she first got involved with the Financial Planning Association, and some of the pros

en

26:58

Ep #61: Adding Value to a Small Fee-Only RIA Firm...

New Planner Podcast ·

2021/12/17

Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Having developed a niche in tax planning, Karly joins the show to share how she got her start in the financial planning industry and how she landed where she is today. Listen in as she talks about the main functions of her role, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she found her first job, as well as what made her leave that job

en

28:03

Ep #60: Pursuing a Career in a Corporate Retirement...

New Planner Podcast ·

2021/12/10

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her. Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set herself

en

25:23

Ep #59: Immigrating to the US and Becoming a...

New Planner Podcast ·

2021/12/03

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning field. He joins the show today to share his journey and the success he has found in the industry. Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position within an RIA that

en

28:31

Ep #58: Transitioning from a Large Financial...

New Planner Podcast ·

2021/11/26

Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial institution and what that role entailed, as well as why he went after the CFP designation and how his career focus shifted after going through

en

27:45

Ep #57: Transitioning From Corporate America to...

New Planner Podcast ·

2021/11/19

In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position. Listen in as Karina shares how she started her career in audit at Johnson & Johnson before eventually pivoting to an insurance firm, as well as why she decided to make the change. She also discusses

en

23:37

Ep #56: Transitioning From Corporate America to...

New Planner Podcast ·

2021/11/12

Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world. Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the first few meetings of the new client experience are like at SAGEbroadview Wealth. We also dive into how her role with the firm shifted as a result of

en

31:31

Ep #55: Pivoting Away From Tax Accounting to...

New Planner Podcast ·

2021/11/05

Cole Christian is a Wealth Strategist based out of St. Louis, MO, who initially began his financial planning career pursuing an accounting degree and becoming a Certified Public Accountant. He joins the show today to share his journey into the financial planning world and how his career has pivoted from accounting to financial planning. Listen in as Cole shares his beginning in financial planning, including the very unique internship situation he found himself in and why he chose to work for a

en

27:46

Ep #54: From Wirehouse Advisor to Business...

New Planner Podcast ·

2021/10/29

Jen Goldman is a Certified Financial Planner and Business Transformer with Jen Goldman Consulting based out of Boston, MA. Jen knew she wanted to be a financial planner when she was 19 years old, and she joins the show today to share her story of how she thrived as a young woman in a male-dominated industry. Listen in as we dive into how Jen brought in clients during her early days as a wirehouse advisor, the things she learned about herself and her skills after a few years on the job, and why she

en

27:35

Ep #53: From Admin Assistant to CEO with Tina Mistry

New Planner Podcast ·

2021/10/22

Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for

en

39:08

SPECIAL EPISODE: Bringing Minority Planners into the...

New Planner Podcast ·

2021/10/15

Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the qualifications

en

01:01:53

Ep #52: Re-entering the Workforce After Raising...

New Planner Podcast ·

2021/10/08

Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss! Listen in as Deanna and Sophie discuss how they got started in the financial planning industry, and how their previous experience and education in different fields helped to set them up for success in

en

41:41

Ep #51: New College Graduates to Lead Planners in 4...

New Planner Podcast ·

2021/10/01

Emily Boyd and Brandon Gutierrez are Financial Advisors with Browne, Draper & Land Financial Concepts in Dalton, GA. Today they join the show to discuss how they learned about the profession, including what intrigued them to become involved in the industry, what their roles look like day-to-day, and how these tasks have changed as their careers have progressed. If you are in an associate planner role and want to move into a lead planner role, then this episode is for you. Listen in as Emily shares

en

31:51

Ep #50: Transitioning from a Financial Planner...

New Planner Podcast ·

2021/09/24

Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episode you won’t want to miss. Listen in as Jared shares his reasons for changing his major and moving away from his aspirations to be a history teacher and

en

293 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 -...