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 ...
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.
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 ...
Ep #41: New Planner Turned Hiring Manager with Sean Alford
Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen in as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and ...
Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor
Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide. Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her ...
Ep #39: Portfolio Management Career Focus with Alex Jenkins
Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to ...
Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley
Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a ...
Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan
Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you’re pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose ...
Ep #36: Successful Leadership with Sameer Somal
Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and whether he believes that leaders are born or made. We also talk about the characteristics of effective leaders and how the Girl Power Talk program is ...
Ep #35: From New Planner to Partner in 7 Years with Ben Peters
Ben Peters is a Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial ...
Ep #34: Getting Hired in Financial Planning with Shannon O’Toole
Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating ...
Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton
Jarrod Upton is a Senior Consultant and COO, and Brandon Moss is a Senior Consultant and CMO, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what ...
Ep #32: Securing Clients as a New Planner with Taylor Schulte
Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche ...