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!

Oct23

Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller

Jim Miller of Woodward Financial Advisors joins the show today to discuss how the flat fee model works and what made him decide to go that route. He also shares his experiences and insight on buying out a firm, switching financial models, retaining clients, acquiring new clients, and bringing on the right team members. Listen in to hear the details of Jim's early years in the industry and how he navigated various challenges and hurdles that came his way. You'll learn the mechanics of buying ...

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Oct16

Ep #05: Understanding the Fee-Only Professional Association with Geof Brown

Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization of fee-only comprehensive financial planning professionals. Today he joins the show to discuss NAPFA’s mission, as well as its history and why people should look into joining NAPFA—no matter what stage of their career they're in. He also shares the current membership status and future growth goals, including his vision for the organization going forward. Listen in as ...

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Oct09

Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra’s offer of employment. You will learn the importance of the ...

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Oct02

Ep #03: Career Options for a CFA Charterholder with Mario Nardone

Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidates from other schools. Listen in as Mario opens up about choosing to pursue the CFA designation, ...

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Oct02

Ep #02: Overcoming Discrimination and Racism: The Career of Chloe Moore

Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she has carved out for herself, including her college experience and the initial interview process for ...

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Oct01

Ep #01: Yusuf Abugideiri and Bryan Hasling – Succession Planning from a G2 Perspective

Welcome to the New Planner Podcast, where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar with the various career paths available to you and avoid the mistakes that limit your success. In this opening episode, Yusuf ...

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