Career Changer Archives - New Planner Recruiting

Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark

What happens when a software engineer decides to start over and build a career in financial planning? In this episode, Jamie Clark shares their journey from a successful career in technology to becoming a CFP professional and founder of their own financial planning firm. You'll learn how they navigated a major career transition, prepared financially for a significant pay cut, built confidence in a new profession, and discovered that financial planning was the right fit for their long-term ...

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Oct13

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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Sep15

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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Aug18

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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Jul21

Ep #142: Nanny to CFP in 3 years with Taylor Cole

Taylor Cole is a Senior Financial Planner at Woodward Financial Advisors based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you! Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also ...

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Dec02

Ep #110: Office Manager to Paraplanner with Bethany Park

Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why she transitioned out of her teaching career and into the industry, what got her interested in the profession, and how she secured her first position ...

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Oct28

Ep #105: From Firefighter to Partner in 3 Years with Dan Malone

Dan Malone is a Partner with WDW Financial based out of Dallas, TX. He joins the show today to talk about how he transitioned into financial planning after a career as a firefighter. If you are interested in becoming a partner at an established firm, this is an episode you won’t want to miss! Listen in as Dan shares how he became interested in becoming a firefighter, why he chose to also become a paramedic, and how he pursued a college degree while also working full-time. We also dive into why ...

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Sep16

Ep #99: Finding The Right Path via Persistence and Intensity with Jeneé Murphy

Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you! Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the ...

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Sep09

Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage

Libby McKay and Jessi Dolmage are Financial Advisors with Penobscot Financial Advisors based out of Portland, ME. They join the show today to discuss how they got started in financial planning and what it was like getting hired without any previous experience under their belts. If you are considering a career change to financial planning, this episode is one you won’t want to miss! Listen in as Jessi shares how she pivoted from the non-profit fundraising sector to financial planning, how she ...

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Sep02

Ep #97: Teacher Turned Financial Planner with Keith Wayne

Keith Wayne is an Associate Financial Planning Analyst at Mercer Advisors based out of Lynchburg, VA. He joins the show today to share how he transitioned from a 26-year career in teaching to become a financial planner. If you are coming from the education profession and want to successfully navigate the transition, this is an episode for you! Listen in as Keith talks about what originally got him interested in teaching, the valuable skills the profession taught him, and where he finds ...

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Aug19

Ep #95: Re-entering the Profession after Building a Successful Firm and Selling it with John Gugle

John Gugle is a Regional Growth Consultant with LPL Financial based out of Charlotte, NC. He joins the show today to share his career journey into financial planning, including how he was able to leverage his degrees in Japanese and Finance to get started with a consulting firm. Listen in as John shares how he was able to develop the trust of his co-workers who came to him for financial advice, as well as how he used his memberships in professional organizations to find a 2-year residency ...

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Jul15

Ep #90: Finding the Right Path After Changing Careers with Steve Kampschmidt

Steve Kampschmidt joins the show today to share how he got started in the financial planning industry, including what it was like trying to enter the profession in a down market. After transitioning from his job to the bank channel, Steve used that position to leverage his way into an entry-level opportunity in a wirehouse training program before ultimately building his own RIA. Tune in as he shares what he learned from his time in the corporate world that has helped him in his financial ...

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