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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

26:39

Ep #261: Career Changer to Partner in 6 Years with...

New Planner Podcast ·

2026/01/02

Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing into ownership and leadership within a firm, this episode is for you! Listen in as Andrew shares how he began his career studying biology before finding

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31:15

Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen

New Planner Podcast ·

2025/12/26

Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an advisor-turned-entrepreneur, this episode is for you! Listen in as Mark shares how a period of losing clients pushed him to change his business model, hire a

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40:31

Ep #259: Finding Your Right Career Fit with Lillian...

New Planner Podcast ·

2025/12/19

Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leadership roles, and building a firm from scratch, this episode will be especially valuable. Listen in as Lillian opens up about how growing up watching her parents struggle with money disagreements shaped her desire to help others, leading her from an

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26:19

Ep #258: Transitioning from a Small Firm to a Large...

New Planner Podcast ·

2025/12/12

Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re-entering the profession with confidence, or understanding what it's like to experience an acquisition from the inside, this episode is for you! Listen in as Charlotte shares how she began college planning for a career in accounting or finance, but

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27:24

Ep #257: Chemistry Major to CFP with Kelly Metzler

New Planner Podcast ·

2025/12/05

Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into financial planning, understanding how to grow within an RIA, or seeing what it really looks like to rebuild your career after a relocation, this episode is for you! Listen in as Kelly shares how her love of science and math initially led her into lab

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33:45

Ep #256: Working Your Way Up to a Lead Planner...

New Planner Podcast ·

2025/11/28

Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining your career path, moving from technical roles into client-facing planning, or learning what it takes to evolve into a mentor for newer planners, this episode is for you! Listen in as Vincent shares how he first chose his career path based on income

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26:40

Special Episode: Compensation Data Points with Caleb...

New Planner Podcast ·

2025/11/21

In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today's hiring market, this episode is for you! Listen in as we unpack this year's findings, from average salaries across experience levels to regional trends and

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24:01

Ep #255: Transitioning from Healthcare to Financial...

New Planner Podcast ·

2025/11/14

Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Emily shares what it was like to start over in her 30s, the lessons she learned from her mentor, and how asking the right questions helped her grow into her

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26:39

Ep #254: Accumulating 4 Years of Experience while an...

New Planner Podcast ·

2025/11/07

Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that align with your values, this episode is for you! Listen in as Daniel shares how he initially dismissed financial planning as just investment sales but

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30:20

Ep #253: Launching a Firm 4 Years Out of School with...

New Planner Podcast ·

2025/10/31

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick graduated

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25:08

Ep #252: Guiding a Firm Merger as a Young Planner...

New Planner Podcast ·

2025/10/24

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also talks

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29:41

Ep #251: Launching a Firm to Help Others Who Have...

New Planner Podcast ·

2025/10/17

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you! Listen in as Mary Ann shares how she discovered her passion for financial planning, took the

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23:48

Ep #250: 3 Years into a Career Change with a Large...

New Planner Podcast ·

2025/10/10

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you! Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, where he

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57:02

Ep #249: 3 Years Into a Career as a Financial Planner...

New Planner Podcast ·

2025/10/03

Today I’m joined by two guests from Strategic Financial Planning: Bryan Lee, the firm’s founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling a firm, growing as a new planner with the right mentorship, or picking up practical tips for entrepreneurial success. Listen in to hear how Bryan launched his own firm at just 27, grew it strategically, and focused on hiring and developing new planners

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48:05

Ep #248: Moving from a BD to Fee-Only RIA and Making...

New Planner Podcast ·

2025/09/26

Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial planning, this episode is for you! Listen in as Kristin reflects on her career in banking, corporate America, and her time as a stay-at-home mom before

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29:50

Ep #247: Pivoting to Financial Planning Buying a Firm...

New Planner Podcast ·

2025/09/19

Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you! Listen in as Caroline shares how she went from pursuing her dream job at Nike in brand management to realizing it wasn’t the long-term path she wanted. She explains how she pivoted to join

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43:47

Ep #246: Building a Firm by Serving Female...

New Planner Podcast ·

2025/09/12

Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won’t want to miss this episode! Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come

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42:48

Ep #245: Getting Hired into a Small RIA Firm as a...

New Planner Podcast ·

2025/09/05

Xander Larsen and Matt Pyron are associate advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving professionals. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add value as an associate advisor, this episode is for you! Listen in as Xander and Matt share how their journeys have paralleled each other, from the mentors who guided them to the skills

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27:01

Ep #244: Leaving a Salaried Position to Launch a...

New Planner Podcast ·

2025/08/29

Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empower women through financial planning. If you’re interested in hearing how she built a meaningful career in financial planning while staying true to her values, you won’t want to miss this conversation. Listen in as Megan shares why she initially resisted going to college, but ultimately found her way to a

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27:16

Ep #243: 21 Years at the Same Firm with Andrea Eaton

New Planner Podcast ·

2025/08/22

Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career path. If you're interested in building a long-term career with one firm, finding the right cultural fit, or learning how to develop and mentor new planners, this episode is for you! Listen in as Andrea shares her journey from the financial planning program at Texas Tech University to her current firm,

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