John Fennig is the Co-Founder of KFA Private Wealth based out of McLean, VA, where they serve over 800 households with $700 million in AUM. He joins the show today to share how he got his start in the financial planning industry, as well as what eventually led to him starting his own firm. Listen in as John opens up about his journey, including why he pursued the CFP and CPA designations, how he managed a large transition during a period of market and economic volatility, and the challenges he ...
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 #85: Carving Your Own Path Outside of a Family Business with Dan Weiss
Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join a fee-only RIA in the Midwest. Listen in to hear how he found his job, why he knew it was a good fit, and some insights into the interview process. ...
Ep #84: Moving Your Family Across the Country for a Good Fit with Stephen Nelson
Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family. Listen in as Stephen shares why he pivoted away from pursuing a career in law, as well as how his early years in the insurance channel positioned him for success. You'll learn why he walked away from six years of ...
Ep #83: Pursuing Financial Planning as a Divorced Single Mother of Five with Alisa Nguyen
Joining the show today is Alisa Nguyen, the 2021 recipient of The New Planner Recruiting CFP Program Tuition Reimbursement Scholarship. In this episode, she discusses her path into financial planning, how she leveraged her past experiences as the financial steward for her family to help other divorced women confront various anxieties around money, and more. Listen in as Alisa shares why she pursued the CFP education from Utah Valley, as well as how she has managed to attend classes full-time ...
Ep #82: What Firm Owners Look For In Their First Hire with Kali and Eric Roberge
Eric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago. Listen in as we discuss why they chose to focus on a younger clientele with high incomes, what it’s like working with your spouse, and what the very first role they hired for was, ...
Ep #81: How to Pass the SIE Exam with Josh Brumbach and Garrett Klinger and Landon Powell
My guests today are Landon Powell, Josh Brumbach, and Garrett Klinger, who are Financial Planning Students at the University of Georgia. Listen in as they explain what the Securities Industry Essentials (SIE) is and why they each wanted to pursue it, what the cost and process for registering entailed, and detailed insight as to what type of material and types of questions were asked on the test. You’ll hear about how Garrett had a different experience taking the exam virtually than the other ...
Ep #80: Transitioning from the Hospitality Industry to Financial Planning with Chloe Denning
Chloe Denning is an Analyst with Wealthstream Advisors based out of New York City, and she joins the show today to talk about how she pivoted from a successful career in the hospitality industry to jump into the financial planning profession. If you are in a career that serves people but are looking for a more rewarding and fulfilling role, this is an episode for you! Listen in as Chloe discusses how she first found the financial planning industry, how she was able to complete the CFP education ...
Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
Every once in a while, we like to give an update on what is happening in the job market, from what we’re seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to talk about what he’s seeing with the recruiting in the trenches. Listen in as we share what compensation looks like on both sides of the hiring process, how to streamline the process for ...
Ep #79: Starting and Succeeding as a Cohort with Karlyn Jones, Carolyn Stewart, and Carman Franklin
Carolyn Stewart, Karlyn Jones, and Carman Franklin are financial planners with Abacus Planning based out of Columbia, SC. They join the show today to discuss their journeys in the financial planning industry, including their biggest fears about entering the profession and what the first few weeks were like at their new firm. If you are considering a career in financial planning but are concerned about the lack of female planners, this is an episode you won’t want to miss! Listen in as they ...
Ep #78: Entering Financial Planning via the Cold Calling Route with Jun Shim
Jun Shim is a financial planner with MyCFO4Life based out of Dallas, TX, and he joins the show today to share his journey into financial planning and why it is the right career fit for him. If you are stuck in a job outside of the industry and deeply desire to secure a true financial planning apprenticeship type role, this is an episode you won’t want to miss! Listen in as Jun shares how he got started in the financial planning industry, what he learned about himself in the various roles he has ...
Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock
Brooklyn Brock is the founder of Ellevate Advisors based out of Tulsa, OK. Offering financial planning and exit coaching for advisors, Brooklyn joins the show today to talk candidly about how she found her niche in providing financial planning to other financial planners. Tune in to find out what her initial planning process looks like, as well as the three points she has for evaluating succession planning opportunities. Brooklyn also shares her three points for gauging the retirement readiness ...
Ep #76: Having Success as a Financial Planner as an Introvert with Emily Haberkern
Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career ...