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!

Jan21

Ep #66: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 1)

Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it’s the right fit, this episode is for you. Listen in as Antonio discusses how he overcame the difficult job market—including what he said to potential employers once he got them on the ...

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Jan14

Ep #65: How To Get Your Foot in The Door When Changing Careers with Matt Goren

Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won’t want to miss! Listen in as Matt shares what his career trajectory was like prior to getting into financial planning, as well as the struggles he faced while changing careers. He also ...

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Jan07

Ep #64: Transitioning From a Broker Dealer to a Tax and Financial Planning Firm with Carol Ann Casebolt

Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship. Listen in as Carol Ann opens up about her career trajectory, from starting at a large investment company to moving to a broker dealer firm, then ultimately landing at a small, family-owned RIA. You'll learn how her experiences at ...

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Dec31

Ep #63: Working Your Way Up to Director of Financial Planning with Kim Basenback

Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients. Listen in as we discuss how she has worked her way up from Associate Planner to Director of Financial ...

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Dec24

Ep #62: From Junior College to Financial Planner with Jenny Hood

Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years. Listen in as we discuss Jenny’s experience with managing her career while also raising small children, why she first got involved with the Financial Planning Association, and some of the ...

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Dec17

Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland

Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Karly joins the show to share how she got her start in the financial planning profession, developed a niche in tax planning, and how she landed where she is today. Listen in as she talks about the main functions of her role each day, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she secured her first role, made the transition from ...

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Dec10

Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her. Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set ...

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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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