Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!
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.
Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as ...
George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you! Listen in as George shares ...
Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this ...
Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you. Listen in as Bryan ...
Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level. Listen in to learn about the evolving ...
Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you! Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned ...
Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you! Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and ...
Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you! Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest ...
Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to ...
Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you! Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial ...
Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is the episode for you! Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He ...
Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you! Listen in as Donald talks about how financial planning wasn’t ...
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