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 ...
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 #187: Earning Partnership After 5 Years with Adam Van Wert
Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you! Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position ...
Ep #186: 4 Years into a Financial Planner Career with Allison Doty
Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you! Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit ...
Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani
Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you! Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, ...
Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only ...
Ep #183: From CSA to Firm Owner with Lauren Williams
Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you! Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, ...
Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez
Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you! Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as ...
Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider
Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field. Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course ...
Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling
Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, reached out to mentors, and made bold career moves. Listen in as she offers insights into seizing opportunities, overcoming fears, and ultimately ...
Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and ...
Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode for you! Listen in as Jeff dives into his academic achievements—balancing a near-perfect GPA with part-time work and volunteering—and his advice ...
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is for you! Listen in as Kate shares her journey in the field, encompassing diverse roles from accounting to marketing, which exposed her to financial ...