Caleb Brown, Author at New Planner Recruiting

Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal

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 ...

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Feb27

Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black

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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Feb20

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

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 ...

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Feb13

Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie

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, ...

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Feb06

Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter

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 ...

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Jan30

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

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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Jan23

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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