New Planner Podcast

New Planner Podcast

Por: Caleb Brown
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 Roadmap at NewPlannerRecruiting.com/Roadmap.
278 episodios disponibles

Latest episodes of the podcast New Planner Podcast

Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel 09/01/2026
Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen 02/01/2026
Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen 26/12/2025
Ep #259: Finding Your Right Career Fit with Lillian Turner 19/12/2025
Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan 12/12/2025
Ep #257: Chemistry Major to CFP with Kelly Metzler 05/12/2025
Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark 28/11/2025
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry 21/11/2025
Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green 14/11/2025
Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski 07/11/2025
Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore 31/10/2025
Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis 24/10/2025
Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan 17/10/2025
Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne 10/10/2025
Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee 03/10/2025
Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker 26/09/2025
Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl 19/09/2025
Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul 12/09/2025
Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron 05/09/2025
Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden 29/08/2025
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