CFP exam

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

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level. Listen in to learn about the evolving ...

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Sep08

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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Jan06

Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens

Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want to miss! Listen in as Devoda opens up about his experience passing the CFP exam and offers advice for others who plan to take it, as well. We also discuss Devoda’s personal ...

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Jun18

Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan

Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you’re pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose ...

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