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Listen "Between Two Advisors - A Conversation with Caleb Brown"
Episode Synopsis
In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points. Caleb reflects on his earliest money memory and recommends his book, “Finding Your Path: The Roadmap from Student to Successful Financial Planner,” as a guide for aspiring financial professionals.Get in touch with Caleb:websitebook podcastWant to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session. Support the show
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