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!

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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Sep10

Ep #48: Tax Planning and Preparation Career Focus with Sam Nguyen

Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the financial planning profession during a recession. Listen in as he discusses his strategy for reaching out to firms during a time when no one was hiring, ...

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Sep03

Ep #47: Selecting the Right CFP Program with Dr. Vickie Hampton

Dr. Vickie Hampton is a Certified Financial Planner and Department Chair for the Personal Financial Planning program at Texas Tech University. Throughout her long and tenured career in academia, Vickie has gained valuable insights and experiences, and she joins me today to share some of her wisdom. Listen in as she discusses the difference between finance and financial planning, how a certificate program differs from a degree program, and the course that everyone has to take to ultimately sit ...

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Aug27

Ep #46: Entering the Financial Planning Profession as a Non-Traditional Student with Taynia Vakapuna

Taynia Vakapuna is a paraplanner with Everspire in Midvale, UT. Today she joins the show to discuss her journey going from a biology major to a paraplanner in a financial planning firm, including why she ended up not going through with a degree in the sciences and what led her to consider a change in direction. Listen in as she talks about how the initiative she took to attend a financial planning conference changed the course of her career and what it was like trying to complete the program ...

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Aug20

Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin

Jared Tobin is an Associate Financial Planner, and Klint Olive is the Founder and CEO of Olive Wealth Management based out of Houston, TX. Klint hired Jared straight out of school, and today he shares what stood out about Jared and what makes him such a great fit, even after just six months. If you are wondering what you could be doing in the industry in only a few short months, make sure to tune in. You'll hear Klint share his experience starting his own firm, why operating as a sole ...

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Aug13

Ep #44: Joining a Firm to Serve LGBTQ+ Clients with Pietro Messina

Pietro Messina is a financial planner with Christopher Street Financial in New York City. As a part of the LGBTQ+ community, Pietro wanted to join a firm that matched his values, and today he shares his path into financial planning, including why he chose the career, what education he pursued, and how he secured his internships. Listen in as we talk about how his professional goals changed as his career progressed, as well as what he enjoys the most about being a financial planner. You'll hear ...

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Aug06

Ep #43: Taking Control of Your Career with Brandon Odell – Part 2 of 2

Today we're back with part two of my conversation with Brandon Odell, a Partner at the consulting firm Ensemble Practice, which specializes in financial planning firms. In this episode, we continue the discussion on career growth for new planners. Listen in as we talk about the biggest mistakes that many new planners make when it comes to their careers, as well as how you can avoid making those same mistakes yourself. You'll learn what the most successful new planners are doing, how their ...

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Jul30

Ep #42: Taking Control of Your Career with Brandon Odell – Part 1 of 2

Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the industry. Listen in as we talk about why Brandon decided to pursue an MBA and his perspective on whether he thinks an MBA is helpful for a new planner’s success. You'll learn what ...

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Jul23

SPECIAL EPISODE: Compensation Data Points for New Planners with Caleb Brown and Jesse Lineberry

In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the compensation ultimately looked like. Listen in as Jesse shares the trends that we’re seeing across the U.S. market, from benefits that go beyond the base salary and bonus to professional ...

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Jul16

Ep #41: New Planner Turned Hiring Manager with Sean Alford

Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen in as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and ...

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Jul09

Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor

Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide. Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her ...

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Jul02

Ep #39: Portfolio Management Career Focus with Alex Jenkins

Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to ...

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