New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

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.com with a note on why you or your nominee would be a great guest on the New Planner Podcast!

May31Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez

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 ...

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May24Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider

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 ...

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May17Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling

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 ...

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May10Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

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 ...

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May03Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett

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 ...

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Apr26Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

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 ...

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Apr19Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore

Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore

Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as well as the value the program offers, regardless of your career stage. Listen in as Hannah shares her motivation behind launching the externship and ...

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Apr12Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal internships and positions at insurance and asset management firms to building his own book under an independent RIA. You'll hear about the ...

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Apr05Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his journey from leaving the Marines to embarking on a career in financial planning, as well as the financial adjustments he and his fiancée made to ...

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Mar29Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned that the only thing you can do as a CFP is become a client advisor, this is an episode for you! Listen in as Heath discusses his transition into ...

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Mar22Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are struggling to get a firm to take a leap of faith on you, then don't miss this episode! Listen in as Joshua reveals how a single conversation at ...

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Mar15Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an internship that ultimately set him on the path to becoming a planner. Listen in as Joey opens up about how being raised by a dedicated single mom, ...

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