New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

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!

Oct11Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this episode is for you! Listen in as Zac shares how taking personal finance classes at 14 set the stage for his future in corporate finance and how he ...

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Oct04Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan

Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan

Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career change, build valuable experience without internships, or explore the tax-planning side of financial advising, this episode is for you! Listen in ...

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Sep27Ep #197: Filling Your Marketing Funnel with Lauren Hong

Ep #197: Filling Your Marketing Funnel with Lauren Hong

Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as ...

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Sep20Ep #196: How to Become a Life Planner with George Kinder

Ep #196: How to Become a Life Planner with George Kinder

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you! Listen in as George shares ...

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Sep13Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this ...

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Sep06Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you. Listen in as Bryan ...

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Aug30Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown

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

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level. Listen in to learn about the evolving ...

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Aug23Ep #193: Mastering Advisor Video Marketing with Katie Braden

Ep #193: Mastering Advisor Video Marketing with Katie Braden

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you! Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned ...

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Aug16Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui

Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui

Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you! Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and ...

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Aug09Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you! Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest ...

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Aug02Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to ...

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Jul26Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you!  Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial ...

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