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

Mostrando página 6 de 14

Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard 09/02/2024
Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown 02/02/2024
Ep #166: Managing a Paint Store to CFP with Nathan McDuffee 26/01/2024
Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell 19/01/2024
Ep #164: How to Get Your Foot in the Door with Daniel Yerger 12/01/2024
Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards 05/01/2024
Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore 29/12/2023
Ep #161: From Bank Channel to Silo RIA with Scott Oeth 22/12/2023
Ep #160: How to Best Negotiate Compensation with Kate Dixon 15/12/2023
Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan 08/12/2023
Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield 01/12/2023
Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim 24/11/2023
Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute 17/11/2023
Ep #156: Starting as a CFP then Joining the Military with Jon Harrington 10/11/2023
Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt 03/11/2023
Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff 27/10/2023
Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson 20/10/2023
Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey 13/10/2023
Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry 06/10/2023
Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence 29/09/2023
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