Caleb Brown – Page 4

Ep #03: Career Options for a CFA Charterholder with Mario Nardone

Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidates from other schools. Listen in as Mario opens up about choosing to pursue the CFA designation, ...

Ep #02: Overcoming Discrimination and Racism: The Career of Chloe Moore

Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she has carved out for herself, including her college experience and the initial interview process for ...

Ep #01: Yusuf Abugideiri and Bryan Hasling – Succession Planning from a G2 Perspective

Welcome to the New Planner Podcast, where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar with the various career paths available to you and avoid the mistakes that limit your success. In this opening episode, Yusuf ...

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