New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

Dec12Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan

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, ...

Read more +

Published on:

Dec05Ep #257: Chemistry Major to CFP with Kelly Metzler Randall

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 ...

Read more +

Published on:

Nov28Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark

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 ...

Read more +

Published on:

Nov21Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

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 ...

Read more +

Published on:

Nov14Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green

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 ...

Read more +

Published on:

Nov07Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski

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 ...

Read more +

Published on:

Oct31Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore

Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick ...

Read more +

Published on:

Oct24Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis

Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also ...

Read more +

Published on:

Oct17Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you! Listen in as Mary Ann shares how she discovered her passion for financial planning, took ...

Read more +

Published on:

Oct10Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you! Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, ...

Read more +

Published on:

Oct03Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Today I’m joined by two guests from Strategic Financial Planning: Bryan Lee, the firm’s founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling a firm, growing as a new planner with the right mentorship, or picking up practical tips for entrepreneurial success. Listen in to hear how Bryan launched his own firm at just 27, grew it strategically, and focused on hiring and developing new ...

Read more +

Published on:

Sep26Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial planning, this episode is for you! Listen in as Kristin reflects on her career in banking, corporate America, and her time as a stay-at-home mom ...

Read more +

Published on:

Follow us

  • facebook
  • twitter
  • linkedin
  • instagram
  • youtube

© 2016 - 2025 New Planner Recruiting All rights reserved. Designed by TinyFrog Technologies.

Terms and Conditions - Privacy Policy