New Planner Recruiting

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

Podcast

New Planner Podcast

 

Join Caleb Brown, CFP® and Co-founder of New Planner Recruiting along with his guests to learn how to enter the financial planning profession and find your right fit.

 

* Would you like to be a guest or nominate someone to be a guest on the New Planner Podcast? Contact us at podcast@newplannerrecruiting.com with a note on why you or your nominee would be a great guest on the New Planner Podcast!

Feb21Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss! Listen in as Dan explains why he ...

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Feb14Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you! Listen in to hear about Ed’s experience working in various financial ...

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Feb07Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you! Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a ...

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Jan31Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you! Listen in as Jill shares how her background in psychology led her to consulting for wealth ...

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Jan24Ep #214: Engineer to Certified Financial Planner with Justin Rice

Ep #214: Engineer to Certified Financial Planner with Justin Rice

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you! Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many ...

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Jan17Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as ...

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Jan10Ep #212: Passing the CFP Exam with Brett Danko

Ep #212: Passing the CFP Exam with Brett Danko

Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you! Listen in as Brett shares what sparked his interest in financial planning, how he entered ...

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Jan03Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching ...

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Dec27Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh

Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you! Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational ...

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Dec20Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler

Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler

How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations. Listen in to Connor’s advice ...

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Dec13Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee

Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee

What does it take to ace high-stakes exams like the Series 65? In this episode, I sit down with Brian Lee, Founder of TestGeek Exam Prep, to explore his journey from high school science teacher to exam prep expert. Brian shares how his unique teaching approach, tailored for visual learners, bridges the gap between textbook publishers and the actual exam. You’ll discover why understanding the exam format, especially multiple-choice strategies, can make the difference between passing and ...

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Dec06Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as Foster recounts how his dream job fell through after college, how he found another position that eventually helped him secure his ideal role, and ...

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