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!

Dec08

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective! Listen in as Dave dives into his 20-year journey with the same firm, discussing ...

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Dec01

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planners, this is an episode for you! Listen in as Kurt shares his journey from the wirehouse channel to becoming a key figure in financial planning ...

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Nov24

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial ...

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Nov17

Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss! Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths ...

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Nov10

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his ...

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Nov03

Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military. Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat ...

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Oct27

Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Makemma shares her initial aspirations of law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, ...

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Oct20

Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson

Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is ...

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Oct13

Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to share how she entered the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as Enjoli takes us through her unconventional journey from an engineering major to a Navy veteran and ultimately to a Certified Financial Planner. She recounts her 23-year military career, her early interest in personal finance, and how she ...

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Oct06

SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY

Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds of offers their students receive from employers, what students prioritize in entry-level roles, and the distinguishing factors of top job candidates. We also ...

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Sep29

Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you! Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of ...

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Sep22

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

Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, and financial planners. We'll also delve into the evolving landscape of compensation structures in the financial planning field. Listen in to learn ...

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