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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

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All Episodes

27:28

Ep #49: Helping Professionals Steeped in Debt Become...

New Planner Podcast ·

2021/09/17

Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of the COVID-19 pandemic, how she overcame a lack of experience and education to land an entry-level role, and what she has learned over the last 6 months on

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28:13

Ep #48: Tax Planning and Preparation Career Focus...

New Planner Podcast ·

2021/09/10

Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the financial planning profession during a recession. Listen in as he discusses his strategy for reaching out to firms during a time when no one was hiring, his

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26:58

Ep #47: Selecting the Right CFP Program with Dr....

New Planner Podcast ·

2021/09/03

Dr. Vickie Hampton is a Certified Financial Planner and Department Chair for the Personal Financial Planning program at Texas Tech University. Throughout her long and tenured career in academia, Vickie has gained valuable insights and experiences, and she joins me today to share some of her wisdom. Listen in as she discusses the difference between finance and financial planning, how a certificate program differs from a degree program, and the course that everyone has to take to ultimately sit for

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27:54

Ep #46: Entering the Financial Planning Profession as...

New Planner Podcast ·

2021/08/27

Taynia Vakapuna is a paraplanner with Everspire in Midvale, UT. Today she joins the show to discuss her journey going from a biology major to a paraplanner in a financial planning firm, including why she ended up not going through with a degree in the sciences and what led her to consider a change in direction. Listen in as she talks about how the initiative she took to attend a financial planning conference changed the course of her career and what it was like trying to complete the program with

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01:00:40

Ep #45: Six Months Into A New Planner Career with...

New Planner Podcast ·

2021/08/20

Jared Tobin is an Associate Financial Planner, and Klint Olive is the Founder and CEO of Olive Wealth Management based out of Houston, TX. Klint hired Jared straight out of school, and today he shares what stood out about Jared and what makes him such a great fit, even after just six months. If you are wondering what you could be doing in the industry in only a few short months, make sure to tune in. You'll hear Klint share his experience starting his own firm, why operating as a sole practitioner

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29:52

Ep #44: Joining a Firm to Serve LGBTQ+ Clients with...

New Planner Podcast ·

2021/08/13

Pietro Messina is a financial planner with Christopher Street Financial in New York City. As a part of the LGBTQ+ community, Pietro wanted to join a firm that matched his values, and today he shares his path into financial planning, including why he chose the career, what education he pursued, and how he secured his internships. Listen in as we talk about how his professional goals changed as his career progressed, as well as what he enjoys the most about being a financial planner. You'll hear

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24:41

Ep #43: Taking Control of Your Career with Brandon...

New Planner Podcast ·

2021/08/06

Today we're back with part two of my conversation with Brandon Odell, a Partner at the consulting firm Ensemble Practice, which specializes in financial planning firms. In this episode, we continue the discussion on career growth for new planners. Listen in as we talk about the biggest mistakes that many new planners make when it comes to their careers, as well as how you can avoid making those same mistakes yourself. You'll learn what the most successful new planners are doing, how their mindset

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26:59

Ep #42: Taking Control of Your Career with Brandon...

New Planner Podcast ·

2021/07/30

Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the industry. Listen in as we talk about why Brandon decided to pursue an MBA and his perspective on whether he thinks an MBA is helpful for a new planner’s success. You'll learn what

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35:34

SPECIAL EPISODE: Compensation Data Points for New...

New Planner Podcast ·

2021/07/23

In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the compensation ultimately looked like. Listen in as Jesse shares the trends that we’re seeing across the U.S. market, from benefits that go beyond the base salary and bonus to professional

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29:26

Ep #41: New Planner Turned Hiring Manager with Sean...

New Planner Podcast ·

2021/07/16

Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen is as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and how he

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31:16

Ep #40: Joining a Financial Wellness as an Employee...

New Planner Podcast ·

2021/07/09

Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide. Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her first

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30:47

Ep #39: Portfolio Management Career Focus with Alex...

New Planner Podcast ·

2021/07/02

Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to

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28:01

Ep #38: Joining a New Firm to Making Partner in 5...

New Planner Podcast ·

2021/06/25

Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a very

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33:08

Ep #37: Providing Financial Planning Support in a...

New Planner Podcast ·

2021/06/18

Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you’re pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose to go

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33:48

Ep #36: Successful Leadership with Sameer Somal

New Planner Podcast ·

2021/06/11

Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and whether he believes that leaders are born or made. We also talk about the characteristics of effective leaders and how the Girl Power Talk program is

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32:59

Ep #35: From New Planner to Partner in 7 Years with...

New Planner Podcast ·

2021/06/04

Ben Peters is Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial planning

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27:39

Ep #34: Getting Hired in Financial Planning with...

New Planner Podcast ·

2021/05/28

Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating opportunities,

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48:59

Ep #33: From Client Advisor to Practice Management...

New Planner Podcast ·

2021/05/21

Jarrod Upton is a Senior Consultant and CEO, and Brandon Moss is a Senior Consultant, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what skills and

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35:47

Ep #32: Securing Clients as a New Planner with Taylor...

New Planner Podcast ·

2021/05/14

Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche has

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32:41

Ep #31: From Making Wine to Making Partner in a Firm...

New Planner Podcast ·

2021/05/07

Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering “down-to-earth financial advice” for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the leap to the financial planning industry. In this episode, Landon shares why his time in the military and at the winery prepared him well for a career in

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293 results

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