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!

Oct27Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Makemma shares her initial aspirations of law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, ...

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Oct20Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson

Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson

Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is ...

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Oct13Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to share how she entered the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as Enjoli takes us through her unconventional journey from an engineering major to a Navy veteran and ultimately to a Certified Financial Planner. She recounts her 23-year military career, her early interest in personal finance, and how she ...

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Oct06SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY

SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY

Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds of offers their students receive from employers, what students prioritize in entry-level roles, and the distinguishing factors of top job candidates. We also ...

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Sep29Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you! Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of ...

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Sep22Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, and financial planners. We'll also delve into the evolving landscape of compensation structures in the financial planning field. Listen in to learn ...

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Sep15Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees

Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees

Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to financial planning, as well as the formation of their successful partnership. Jason unpacks how he utilized his vast network to launch and grow his ...

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Sep08Ep #149: Financial Literacy to Financial Planning with Dana Carney

Ep #149: Financial Literacy to Financial Planning with Dana Carney

Dana Carney is an Associate Wealth Manager at River Capital Advisors in Jacksonville, FL. She joins the show today to share her unconventional journey into the world of financial planning, starting with her initial aspirations to become a dietician and the transformative volunteer experiences that honed her skills. If you are passionate about financial literacy, but also want to work with high-net-worth clients, this is an episode for you! Listen in as Dana opens up about her choice to work in ...

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Sep01Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke

Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke

Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss! Listen in as Kyle delves into his journey from a corporate finance role at a prominent Fortune 500 company to his current position as an advisor. He unpacks ...

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Aug25Ep #147: Planning a Career with Purpose – Always Giving Back and Never Giving Up with Nicky Amore

Ep #147: Planning a Career with Purpose – Always Giving Back and Never Giving Up with Nicky Amore

Nicky Amore is a financial planner with Falcon Wealth Planning based out of Chicago, IL. She joins the show today to chat about her unique journey into the financial planning industry, including how early life challenges, like injuries and time in a wheelchair, shaped her perspective. If you have had setbacks and need a boost of encouragement to keep moving forward, this is definitely an episode you won’t want to miss! Listen in as Nicky shares how she went from working at Starbucks in college ...

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Aug18Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen

Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen

Mark Hansen is the owner of Second Comma, a virtual advisor firm for 6-figure single-income households. He joins the show today to share his path into the financial planning profession, from a high-paying steady job to starting over at zero. If you are nervous about leaving the comfort and stability of corporate America to start your career in financial planning, this is an episode you won’t want to miss. Listen in as Mark recounts his journey into the financial planning profession, from giving ...

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Aug11Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere

Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere

Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism. If you are concerned that you might be too young to work with retired clients, this is an episode for you! Listen in as Joel delves into his journey, from his academic choices ...

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