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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

45:05

Ep #198: CFP Student to Director of Financial...

New Planner Podcast ·

2024/10/04

Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career change, build valuable experience without internships, or explore the tax-planning side of financial advising, this episode is for you! Listen in as Jon

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32:10

Ep #197: Filling Your Marketing Funnel with Lauren Hong

New Planner Podcast ·

2024/09/27

Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as well as how to

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31:15

Ep #196: How to Become a Life Planner with George Kinder

New Planner Podcast ·

2024/09/20

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you! Listen in as George shares how he

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38:16

Ep #195: Professional Musician to CFP and...

New Planner Podcast ·

2024/09/13

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this episode is

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29:41

Ep #194: Leaving a Partner Position to Relocate and...

New Planner Podcast ·

2024/09/06

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you. Listen in as Bryan shares

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35:44

Special Episode: Compensation Data Points for New...

New Planner Podcast ·

2024/08/30

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level. Listen in to learn about the evolving hiring

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30:33

Ep #193: Mastering Advisor Video Marketing with Katie...

New Planner Podcast ·

2024/08/23

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you! Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned firm

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23:04

Ep #192: Getting Hired and Finding the Right Fit with...

New Planner Podcast ·

2024/08/16

Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you! Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and career

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24:38

Ep #191: Developing a Niche and Gaining Clients with...

New Planner Podcast ·

2024/08/09

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you! Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest marketing

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24:15

Special Episode: Entering the Financial Planning...

New Planner Podcast ·

2024/08/02

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to compete

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30:39

Ep #190: Transitioning From The Military to Starting...

New Planner Podcast ·

2024/07/26

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you! Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial planning. He

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32:26

Ep #189: 7 Years Into a Financial Planning Career...

New Planner Podcast ·

2024/07/19

Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is an episode for you! Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He explains how

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50:09

Ep #188: Joining and Integrating Into a Sole...

New Planner Podcast ·

2024/07/12

Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you! Listen in as Donald talks about how financial planning wasn’t initially

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28:48

Ep #187: Earning Partnership After 5 Years with Adam...

New Planner Podcast ·

2024/07/05

Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you! Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position in a

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24:45

Ep #186: 4 Years into a Financial Planner Career with...

New Planner Podcast ·

2024/06/28

Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you! Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after

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32:26

Ep #185: Transitioning from a Career in Retail to a...

New Planner Podcast ·

2024/06/21

Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you! Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, and lead

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24:51

Ep #184: 4 Years into a Financial Planner Career with...

New Planner Podcast ·

2024/06/14

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA

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25:27

Ep #183: From CSA to Firm Owner with Lauren Williams

New Planner Podcast ·

2024/06/07

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you! Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking

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22:06

Ep #182: Transitioning From The Insurance Channel to...

New Planner Podcast ·

2024/05/31

Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you! Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he

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20:45

Ep #181: Pursuing a CFP Certificate Program While...

New Planner Podcast ·

2024/05/24

Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field. Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course load

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292 results

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