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!

Mar24

Ep #126: Using Rejection as Motivation with William Thompson

William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss! Listen in as William shares his journey from starting as a loan officer in a credit union to becoming a Client Services Associate for a wirehouse, as well as how he pursued the CFP but ...

Read more +

Mar17

Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit and add value right out of the gate, this is an episode you won’t want to miss! Listen in as Antonio shares his journey into the world of financial planning, how he decided which ...

Read more +

Mar10

Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt

Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about ...

Read more +

Mar03

Ep #123: Finding the Right Team with Liv Olson

Liv Olson is the Founder of Liv Olson Consulting, based out of Seattle, WA. She helps teams and individuals build lasting capabilities and positive organizational culture that enables people to thrive. If you're looking to join an existing team or build one yourself, you don't want to miss this episode! Listen in as Liv shares from her 20 years of experience in human resources, organizational development, and talent development roles in the RIA channel, highlighting the top mistake firm owners ...

Read more +

Feb24

Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Stephanie Van Albert is an Associate Advisor at Monaco Advisors based out of New Haven, CT, and she joins the shows today to share how her love of math and problem-solving drew her to a career in financial planning. If you didn’t graduate with a financial planning degree but want to become a financial planner, this is an episode you can’t afford to miss! Listen in as Stephanie shares how she landed her first job and navigated the challenges of working full-time while completing her CFP ...

Read more +

Feb17

Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Jordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company where he trained other planners on financial planning software. If you are interested in what other positions are available in the financial planning industry, this is an episode you won’t want to miss. Listen in as Jordan shares how he got hooked on financial ...

Read more +

Feb10

Ep #120: College Football Player to CFP with Michael Branthover

Michael Branthover is a Financial Advisor with Day Financial Group based out of Columbia, MD. He joins the show today to share how he went from earning a full-ride scholarship to play football at Virginia Tech to his eventual transition into the financial planning program. If you are interested in how to use your background as an athlete to succeed in financial planning, this is an episode you won’t want to miss! Listen in as Michael talks about the influence the financial planning firm owners ...

Read more +

Feb03

Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career—and then returning to his current position as a financial advisor with an independent broker-dealer. If you are unsure about what type of position you might want in the financial planning profession, then you don’t want to miss this ...

Read more +

Jan27

Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm over 10 years—and then leave to start your own firm—this episode is one you won’t want to miss! Listen in as Tess shares how she got started, as well as how she secured her ...

Read more +

Jan20

Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington

Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are looking for some inside information on how to have success, then you won’t want to miss this episode! Listen in as Jessica divulges the valuable lessons she has learned from her ...

Read more +

Jan13

Ep #116: Characteristics of a Rockstar Intern with Matt Benson

Matt Benson is the Founder of Sonmore Financial based out of Chandler, AZ, and he joins the show today to share how he got started in the financial planning profession, why he hired an intern after starting his own firm, and why that intern is a rockstar. If you are seeking an internship or entry-level role in a financial planning firm, then don’t miss this episode! Listen in as Matt talks about how he knew he wanted to pursue a career in financial planning while in high school, as well as what ...

Read more +

Jan06

Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens

Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want to miss! Listen in as Devoda opens up about his experience passing the CFP exam and offers advice for others who plan to take it, as well. We also discuss Devoda’s personal journey, ...

Read more +

Podcast

New Planner Podcast

Follow Us