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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

43:24

SPECIAL EPISODE: Shaping the Profession via the FPA...

New Planner Podcast ·

2021/04/30

Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that helps them apply classroom theory to real-life practice. In this episode, Hannah shares how she became a firm owner, the reasons why she downsized from

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30:26

Ep #30: Transitioning from Engineering to Financial...

New Planner Podcast ·

2021/04/23

Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was like to join his father's firm, some of the major changes they made to pivot from a heavy investment management offering to a more financial planning-focused

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56:41

Ep #29: Pursuing a Career in Media with Erica Crane...

New Planner Podcast ·

2021/04/16

Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at Kitces.com, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales position in financial planning and eventually making his way to his current position. In this episode, both Erica and Matt share why they both pivoted from

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32:41

Ep #28: Financial Therapy Overview with Nathan Astle

New Planner Podcast ·

2021/04/09

Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kansas State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses the differences between financial planning, life planning, and financial therapy. You'll learn what the Financial Therapy Association is all about, as well

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26:00

Ep #27: Exploring a Career in Fintech with Soraya Morris

New Planner Podcast ·

2021/04/02

Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively. Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to target coming out of the Virginia Commonwealth CFP program and how she landed her first position in the

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29:17

Ep #26: Changing Careers to Establish a Financial...

New Planner Podcast ·

2021/03/26

Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money. Listen in to learn why she chose to provide limited engagement coaching versus full-blown ongoing financial planning—which she

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36:54

Ep #25: From Individual Contributor to Leader and...

New Planner Podcast ·

2021/03/19

Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up about how she found an RIA to work for, left to start her own firm, and then ended up rejoining the

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32:33

Ep #24: Moving Across the Country to Get the Job of...

New Planner Podcast ·

2021/03/12

Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job markets he had targeted prior to graduation to find his first firm. Listen in to learn what criteria Coleburn

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33:05

Ep #23: Finding Your Best Fit by Understanding Who...

New Planner Podcast ·

2021/03/05

Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Paragon utilizes to help aspiring professionals select the right profession, corresponding job opportunity,

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01:00:38

SPECIAL EPISODE: How to Pass the CFP Exam with Deanda...

New Planner Podcast ·

2021/02/26

Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what actions they

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37:36

Ep #22: Overview of the Jumpstart Community for...

New Planner Podcast ·

2021/02/19

Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm. Listen in as he explains why he left a position that was paying him close to $300k per year to

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37:01

Ep #21: Helping Your Clients Find Their Money...

New Planner Podcast ·

2021/02/12

Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher client satisfaction. Listen in as Amy discusses how the steps to create an evidenced-based client

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38:19

Ep #20: The Virtual CFP Career Path with Sue Chesney

New Planner Podcast ·

2021/02/05

Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide. Listen in as Sue opens up about how she was suddenly thrust into

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39:07

Ep #19: Understanding Your Unique Instincts for...

New Planner Podcast ·

2021/01/29

David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and

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26:54

Ep #18: Finding Success by Failing Then Pivoting with...

New Planner Podcast ·

2021/01/22

Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to join another firm or start his own. Listen in as Dave discusses the changes he went through as he

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30:18

Ep #17: Pursuing a Career in Academia While Running...

New Planner Podcast ·

2021/01/15

Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. and a career in academia in addition to her CFP, and what made her take the plunge into starting her own firm. Listen in as she explains the differences

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30:37

Ep #16: Transitioning from a Wirehouse to an RIA with...

New Planner Podcast ·

2021/01/08

Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. You can find show notes and more information by clicking

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32:33

Ep #15: Starting a Firm Because You Can't Find a Fit...

New Planner Podcast ·

2021/01/01

Betty Wang is the Founder and Owner of BW Financial Planning in Denver, Colorado. She joins the show today to discuss why she pursued a career in financial planning, how she secured multiple internships while in school, and the reasons she chose not to join a financial planning firm after graduation (instead opting for the institutional side of the business). Listen as Betty shares the keys to succeeding in corporate environments, as well as why she left corporate America. You'll learn what it was

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34:15

Ep #14: A Career in Operations as a CFP with Dennis...

New Planner Podcast ·

2020/12/25

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an MBA,

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35:14

Ep #13: The Basics of A Successful Succession Plan...

New Planner Podcast ·

2020/12/18

Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well as how equity ownership deals are generally structured so the younger generations of owners can actually afford the purchase price when valuations can be millions of dollars or more

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293 results

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