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!

Jan19Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this episode is for you! Listen in as Taylor opens up about her experience climbing the ranks in a small family business, the pursuit of new opportunities ...

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Jan12Ep #164: How to Get Your Foot in the Door with Daniel Yerger

Ep #164: How to Get Your Foot in the Door with Daniel Yerger

Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is like to start in the dually registered RIA channel and transition to the fee-only RIA model, this episode is for you! Listen in as Daniel discusses ...

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Jan05Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners. Listen in as Scott ...

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Dec29Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You'll learn how she grew in her role and developed into a solid ...

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Dec22Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you! Listen in as Scott discusses his evolution from an internal wholesaler at an insurance company to thriving in various financial channels. You'll hear ...

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Dec15Ep #160: How to Best Negotiate Compensation with Kate Dixon

Ep #160: How to Best Negotiate Compensation with Kate Dixon

Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essentials of successful negotiation strategies, starting by emphasizing the importance of always negotiating an offer, exploring alternatives for negotiation when salary adjustments aren't possible, and ...

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Dec08Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective! Listen in as Dave dives into his 20-year journey with the same firm, discussing ...

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Dec01Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planners, this is an episode for you! Listen in as Kurt shares his journey from the wirehouse channel to becoming a key figure in financial planning ...

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Nov24Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial ...

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Nov17Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss! Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths ...

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Nov10Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his ...

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Nov03Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military. Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat ...

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