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 ...
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 #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 ...
Ep #31: From Making Wine to Making Partner in a Firm with Landon Tymochko
Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering “down-to-earth financial advice” for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the leap to the financial planning industry. In this episode, Landon shares why his time in the military and at the winery prepared him well for a ...
SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore
Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that helps them apply classroom theory to real-life practice. In this episode, Hannah shares how she became a firm owner, the reasons why she downsized ...
Ep #30: Transitioning from Engineering to Financial Planning with Aaron Grey
Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was like to join his father's firm, some of the major changes they made to pivot from a heavy investment management offering to a more financial ...
Ep #29: Pursuing a Career in Media with Erica Crane and Matt Nelson
Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at Kitces.com, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales position in financial planning and eventually making his way to his current position. In this episode, both Erica and Matt share why they both pivoted ...
Ep #28: Financial Therapy Overview with Nathan Astle
Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kansas State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses the differences between financial planning, life planning, and financial therapy. You'll learn what the Financial Therapy Association is all about, ...
Ep #27: Exploring a Career in Fintech with Soraya Morris
Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively. Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to target coming out of the Virginia Commonwealth CFP program and how she landed her first position in ...
Ep #26: Changing Careers to Establish a Financial Coaching Business with Tracey Bissett
Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money. Listen in to learn why she chose to provide limited engagement coaching versus full-blown ongoing financial planning—which ...
Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan
Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up about how she found an RIA to work for, left to start her own firm, and then ended up rejoining the ...
Ep #24: Moving Across the Country to Get the Job of Your Dreams with Coleburn Spence
Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job markets he had targeted prior to graduation to find his first firm. Listen in to learn what criteria ...
Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets
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 ...