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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

20:07

Special Episode: Overview of The 2026 Amplified...

New Planner Podcast ·

2026/04/10

What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and creator of the Amplified Planning Externship, shares how a unique program started during the pandemic and quickly grew into one of the most recognized learning experiences for aspiring financial planners. Listen in to learn how the Externship works, what participants actually do during the eight-week

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41:25

Ep #274: Overcoming Career Setbacks to Succeed with...

New Planner Podcast ·

2026/04/03

What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers. Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to

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27:03

Ep #273: Transitioning from a Public Policy Career to...

New Planner Podcast ·

2026/03/27

What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a critical role in her transition, why starting with the Series 65 helped her test the waters, and how she navigated the uncertainty of breaking into a completely new industry. Listen in as Lisa opens up about the realities of taking a pay cut, working in

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27:17

Ep #272: Building a Practice Working with School...

New Planner Podcast ·

2026/03/20

How do you build confidence and a successful advisory business when you're just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the profession, from growing up with a father who was a financial planner to developing his own path in the industry. You'll learn how an early curiosity about money, a chance discovery of a CFP program in college, and a willingness to put in the reps helped Landon begin building his own client base shortly after

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33:02

Ep #271: Leaving a $240k Engineering Job to Start...

New Planner Podcast ·

2026/03/13

What would make someone walk away from a 21-year engineering career and a good salary to start a financial planning business from scratch? In this episode, Aubrey Williams of Open Path Financial opens up about the personal and professional journey that led him to leave engineering and pursue financial planning full-time. You'll learn how his role gradually shifted from technical work to management and financial decision-making, sparking an interest in personal finance that would ultimately change

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36:22

Ep #270: Son and Father Duo Specializing in Planning...

New Planner Podcast ·

2026/03/06

What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe and Spencer Turkal, co-founders of Sierra Hotel Financial, share how they transitioned from the insurance channel to launching an independent firm aligned with their long-term philosophy and values. You'll learn how they evaluated their next move, divided responsibilities based on complementary strengths, and built a client experience rooted in

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47:13

Ep #269: Building Confidence in Client Meetings with...

New Planner Podcast ·

2026/02/27

Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Financial Advisors, and they join the show today to share their journeys into the profession. If you're interested in navigating the transition from student to professional, building confidence early, and preparing for the CFP exam, this episode is for you! Listen in as Tamsie, Annie, and Marianne talk about how each of them discovered financial

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28:23

Ep #268: Setting Yourself Apart as a CFP Student with...

New Planner Podcast ·

2026/02/20

Brennon Holleb is a Financial Planning and Wealth Management student at Virginia Tech, and he joins the show today to share why he chose to pursue a career in financial planning. If you're interested in how to intentionally prepare for a financial planning career from the very beginning, or what top students are doing to stand out in today's competitive hiring landscape, this episode is for you! Listen in as Brennon shares how his grandparents introduced him to saving, investing, and the stock

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24:50

Ep #267: CFA Pivoting from Hedge Funds to Financial...

New Planner Podcast ·

2026/02/13

Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial planning. If you're interested in what it takes to pivot into financial planning from a high-demand field, navigate a major pay cut, or build your skills in a fully virtual advisory model, this episode is for you! Listen in as Matt shares how he began his career in investment banking before realizing he wanted a more client-centered path, ultimately

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35:07

Ep #266: Leaving a Partnership and Starting a New...

New Planner Podcast ·

2026/02/06

Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're interested in understanding how to navigate career decisions, grow within a firm, or eventually make the leap to starting your own, this episode is for you. Listen in as Robert shares how he first became interested in financial planning while in college, what he hoped to find in his first job, and how he

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27:31

Ep #265: Middle School Teacher to CFP with David...

New Planner Podcast ·

2026/01/30

David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You'll hear about his pivotal decision to leave after 10 years for a new opportunity, why—despite his experience—he chose not to start his own firm, and what ultimately shaped his path forward. Listen in as David talks about how he discovered his passion for personal finance early on, yet initially dismissed

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26:23

Ep #264: Building a Firm and Coaching Other Advisors...

New Planner Podcast ·

2026/01/23

Sten Morgan is the Founder of Legacy Investment Planning and the Elite Advisor Network, and he joins the show to share his journey to becoming a firm owner. If you're interested in what it really takes to find your place in the profession, build a thriving firm, and expand your impact through leadership and coaching, this episode is for you. Listen in as Sten opens up about why he began his career as an intern in the insurance channel, what kept him there for so many years, and what prompted a

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26:38

Ep #263: Starting a Firm After a Successful Career as...

New Planner Podcast ·

2026/01/16

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors, and he joins the show to share his transition from engineer to financial advisor after 18 years in a large manufacturing company. If you're interested in making a mid-career transition, leveraging financial independence to create flexibility, or understanding the real-world decisions involved in starting a firm, this episode is for you. Listen in as Travis shares how guidance from his mother, a financial planner, set him on a

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27:25

Ep #262: A Career in Financial Wellness and FinTech...

New Planner Podcast ·

2026/01/09

Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending education and technology, or understanding how fintech is shaping the future of the profession, this episode is for you. Listen in as Emily shares how she was drawn to financial planning for its blend of numbers and people, and how a mentor encouraged her

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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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