Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss! Listen in as Deanna and Sophie discuss how they got started in the financial planning industry, and how their previous experience and education in different fields helped to set them up for success in ...
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.
Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez
Emily Boyd and Brandon Gutierrez are Financial Advisors with Browne, Draper & Land Financial Concepts in Dalton, GA. Today they join the show to discuss how they learned about the profession, including what intrigued them to become involved in the industry, what their roles look like day-to-day, and how these tasks have changed as their careers have progressed. If you are in an associate planner role and want to move into a lead planner role, then this episode is for you. Listen in as ...
Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens
Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episode you won’t want to miss. Listen in as Jared shares his reasons for changing his major and moving away from his aspirations to be a history ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...