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!

Dec03

Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning profession. He joins the show today to share his journey and the success he has found in the profession. Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position ...

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Nov26

Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano

Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial institution and what that role entailed, as well as why he went after the CFP designation and how his career focus shifted after going through ...

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Nov19

Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan – Part 2

In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from Corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position. Listen in as Karina shares how she started her career in audit at Johnson & Johnson before eventually pivoting to an insurance firm, as well as why she decided to make the change. She also ...

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Nov12

Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan

Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world. Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the first few meetings of the new client experience are like at SAGEbroadview Wealth. We also dive into how her role with the firm shifted as a result of ...

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Nov05

Ep #55: Pivoting Away From Tax Accounting to Financial Planning with Cole Christian

Cole Christian is a Wealth Strategist based out of St. Louis, MO, who initially began his financial planning career pursuing an accounting degree and becoming a Certified Public Accountant. He joins the show today to share his journey into the financial planning world and how his career has pivoted from accounting to financial planning. Listen in as Cole shares his beginning in financial planning, including the very unique internship situation he found himself in and why he chose to work for a ...

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Oct29

Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman

Jen Goldman is a Certified Financial Planner and Business Transformer with Jen Goldman Consulting based out of Boston, MA. Jen knew she wanted to be a financial planner when she was 19 years old, and she joins the show today to share her story of how she thrived as a young woman in a male-dominated industry. Listen in as we dive into how Jen brought in clients during her early days as a wirehouse advisor, the things she learned about herself and her skills after a few years on the job, and why ...

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Oct22

Ep #53: From Admin Assistant to CEO with Tina Mistry

Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for ...

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Oct15

SPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis Rosa

Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the ...

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Oct08

Ep #52: Re-entering the Workforce After Raising Children with Deanna Tomasetti and Sophie Leahy

Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss! Listen in as Deanna and Sophie discuss how they got started in the financial planning industry, and how their previous experience and education in different fields helped to set them up for success in ...

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Oct01

Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez

Emily Boyd and Brandon Gutierrez are Financial Advisors with Browne, Draper & Land Financial Concepts in Dalton, GA. Today they join the show to discuss how they learned about the profession, including what intrigued them to become involved in the industry, what their roles look like day-to-day, and how these tasks have changed as their careers have progressed. If you are in an associate planner role and want to move into a lead planner role, then this episode is for you. Listen in as ...

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Sep24

Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens

Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episode you won’t want to miss. Listen in as Jared shares his reasons for changing his major and moving away from his aspirations to be a history ...

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Sep17

Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes

Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of the COVID-19 pandemic, how she overcame a lack of experience and education to land an entry-level role, and what she has learned over the last 6 months ...

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