Caleb Brown, Author at New Planner Recruiting

Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan

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 ...

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Jan16

Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard

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 ...

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Jan09

Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel

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 ...

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Jan02

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

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 ...

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Dec26

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

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, ...

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Dec19

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

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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Dec12

Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan

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, ...

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Dec05

Ep #257: Chemistry Major to CFP with Kelly Metzler Randall

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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Nov28

Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark

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 ...

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Nov21

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

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 ...

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Nov14

Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green

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 ...

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Nov07

Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski

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 ...

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