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 [email protected]com with a note on why you or your nominee would be a great guest on the New Planner Podcast!

Jun18

Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan

Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you’re pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose ...

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Jun11

Ep #36: Successful Leadership with Sameer Somal

Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and whether he believes that leaders are born or made. We also talk about the characteristics of effective leaders and how the Girl Power Talk program is ...

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Jun04

Ep #35: From New Planner to Partner in 7 Years with Ben Peters

Ben Peters is a Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial ...

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May28

Ep #34: Getting Hired in Financial Planning with Shannon O’Toole

Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating ...

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May21

Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton

Jarrod Upton is a Senior Consultant and COO, and Brandon Moss is a Senior Consultant and CMO, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what ...

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May14

Ep #32: Securing Clients as a New Planner with Taylor Schulte

Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that ...

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May07

Ep #31: From Making Wine to Making Partner in a Firm with Landon Tymochko

Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering “down-to-earth financial advice” for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the leap to the financial planning industry. In this episode, Landon shares why his time in the military and at the winery prepared him well for a ...

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Apr30

SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore

Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that helps them apply classroom theory to real-life practice. In this episode, Hannah shares how she became a firm owner, the reasons why she downsized ...

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Apr23

Ep #30: Transitioning from Engineering to Financial Planning with Aaron Grey

Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was like to join his father's firm, some of the major changes they made to pivot from a heavy investment management offering to a more financial ...

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Apr16

Ep #29: Pursuing a Career in Media with Erica Crane and Matt Nelson

Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at Kitces.com, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales position in financial planning and eventually making his way to his current position. In this episode, both Erica and Matt share why they both pivoted ...

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Apr09

Ep #28: Financial Therapy Overview with Nathan Astle

Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kansas State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses the differences between financial planning, life planning, and financial therapy. You'll learn what the Financial Therapy Association is all about, as ...

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Apr02

Ep #27: Exploring a Career in Fintech with Soraya Morris

Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively. Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to target coming out of the Virginia Commonwealth CFP program and how she landed her first position in the ...

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