New Planner Recruiting

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

Podcast

Dec24Ep #62: From Junior College to Financial Planner with Jenny Hood

Ep #62: From Junior College to Financial Planner with Jenny Hood

Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years. Listen in as we discuss Jenny’s experience with managing her career while also raising small children, why she first got involved with the Financial Planning Association, and some of the ...

Read more +

Published on:

Dec17Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland

Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland

Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Karly joins the show to share how she got her start in the financial planning profession, developed a niche in tax planning, and how she landed where she is today. Listen in as she talks about the main functions of her role each day, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she secured her first role, made the transition from ...

Read more +

Published on:

Dec10Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce

Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her. Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set ...

Read more +

Published on:

Dec03Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara

Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning profession. He joins the show today to share his journey and the success he has found in the profession. Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position ...

Read more +

Published on:

Nov26Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano

Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano

Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial institution and what that role entailed, as well as why he went after the CFP designation and how his career focus shifted after going through ...

Read more +

Published on:

Nov19Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan – Part 2

Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan – Part 2

In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from Corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position. Listen in as Karina shares how she started her career in audit at Johnson & Johnson before eventually pivoting to an insurance firm, as well as why she decided to make the change. She also ...

Read more +

Published on:

Nov12Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan

Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan

Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world. Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the first few meetings of the new client experience are like at SAGEbroadview Wealth. We also dive into how her role with the firm shifted as a result ...

Read more +

Published on:

Oct29Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman

Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman

Jen Goldman is a Certified Financial Planner and Business Transformer with Jen Goldman Consulting based out of Boston, MA. Jen knew she wanted to be a financial planner when she was 19 years old, and she joins the show today to share her story of how she thrived as a young woman in a male-dominated industry. Listen in as we dive into how Jen brought in clients during her early days as a wirehouse advisor, the things she learned about herself and her skills after a few years on the job, and why ...

Read more +

Published on:

Sep24Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens

Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens

Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episode you won’t want to miss. Listen in as Jared shares his reasons for changing his major and moving away from his aspirations to be a history ...

Read more +

Published on:

Sep17Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes

Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes

Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of the COVID-19 pandemic, how she overcame a lack of experience and education to land an entry-level role, and what she has learned over the last 6 ...

Read more +

Published on:

Aug06Ep #43: Taking Control of Your Career with Brandon Odell – Part 2 of 2

Ep #43: Taking Control of Your Career with Brandon Odell – Part 2 of 2

Today we're back with part two of my conversation with Brandon Odell, a Partner at the consulting firm Ensemble Practice, which specializes in financial planning firms. In this episode, we continue the discussion on career growth for new planners. Listen in as we talk about the biggest mistakes that many new planners make when it comes to their careers, as well as how you can avoid making those same mistakes yourself. You'll learn what the most successful new planners are doing, how their ...

Read more +

Published on:

Feb26SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold

SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold

Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what ...

Read more +

Published on:

Follow us

  • facebook
  • twitter
  • linkedin
  • instagram
  • youtube

© 2016 - 2024 New Planner Recruiting All rights reserved. Designed by TinyFrog Technologies.

Terms and Conditions - Privacy Policy