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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.
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Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Paragon utilizes to help aspiring professionals select the right profession, corresponding job ...
Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what actions ...
Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm. Listen in as he explains why he left a position that was paying him close to $300k per year ...
Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher client satisfaction. Listen in as Amy discusses how the steps to create an evidenced-based client ...
Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide. Listen in as Sue opens up about how she was suddenly thrust into ...
David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and ...
Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to join another firm or start his own. Listen in as Dave discusses the changes he went through as he ...
Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. and a career in academia in addition to her CFP, and what made her take the plunge into starting her own firm. Listen in as she explains the ...
Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. Listen in as Hallie explains how she found a perfect fit at a small boutique ...
Betty Wang is the Founder and Owner of BW Financial Planning in Denver, Colorado. She joins the show today to discuss why she pursued a career in financial planning, how she secured multiple internships while in school, and the reasons she chose not to join a financial planning firm after graduation (instead opting for the institutional side of the business). Listen as Betty shares the keys to succeeding in corporate environments, as well as why she left corporate America. You'll learn what it ...
Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an ...
Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well as how equity ownership deals are generally structured so the younger generations of owners can actually afford the purchase price when valuations can be millions of dollars or ...
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