financial planning career Archives - New Planner Recruiting

Ep #302: Intern to Co-Owner with Liz Hand

Today's guest has taken an unconventional path to building her financial planning career, from overcoming imposter syndrome to buying out her father’s firm and introducing retirement coaching. Liz Hand joins the show to share how understanding clients’ relationships with money can help them make more intentional financial decisions, why even diligent savers can struggle to feel financially free in retirement, and how planners can look beyond the numbers to help clients align their wealth with ...

Read more +

Oct23

Ep #301: 23 Years into a Financial Planning Career with Sarah Mouser

What does it take to build a long-term career in financial planning without following the traditional path of becoming a lead advisor with your own book of business? Sarah Mouser, a financial planning specialist at Merit Financial Advisors, shares how she went from an accounting major and internship to building financial planning teams, developing next-generation advisors and taking on increasingly strategic leadership roles. She discusses the value of mentorship, why internships can shape a ...

Read more +

Oct16

Ep #300: How to Be a Standout Student in a CFP Program with Alex Healy

Sometimes the best way to prepare for a career is to put yourself in situations that force you to grow. In this episode, we speak with Alex Healy, a financial planning student at the University of South Florida, about choosing financial planning as a career, building leadership experience in college, and finding opportunities to learn beyond the classroom. Alex shares how he discovered financial planning and why he believes student-led organisations can help bring more people into the ...

Read more +

Oct09

Ep #299: Changing Careers and Starting a Firm from Scratch with Nicole Burdick

What happens when you apply for an administrative role in financial planning and unexpectedly find yourself on the advisor track instead? Nicole Burdick of Money Maven Financial shares how she went from wanting a safe, behind-the-scenes role to building a career as a financial planner, navigating the challenges of finding clients, learning the profession without a traditional apprenticeship, and developing confidence along the way. You’ll learn how her earlier experience running a small business ...

Read more +

Oct02

Ep #298: Leaving the Legal Profession and Launching a Firm with No Experience with Zachary Zwillinger

Changing careers after more than a decade in one profession is a big leap, but starting over doesn't necessarily mean starting from scratch. Zachary Zwillinger spent 12 years as a securities litigator before leaving the legal profession to build his own fee-only financial planning firm, bringing skills and experience from his legal career into an entirely new field. In this episode, Zach shares how he transitioned from lawyer to financial planner, why he launched his own firm rather than join ...

Read more +

Sep25

Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera

Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the “kindergartner” again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the ...

Read more +

Sep18

Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska

What does it take to break into financial planning? Today's guest is Shawn Tydlaska, Founder & CEO of Tessara Wealth, who joins the show to share how he found his right fit in the industry after struggling to find the right opportunity. You’ll learn why Shawn ultimately decided to start his own firm (without ever having been a lead planner or having a single client), why he pursued the CFP designation, and how he built a financial planning process designed around the needs of younger ...

Read more +

Sep11

Ep #295: Changing Careers to Become a CFP with Adam Van Deusen

What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam Van Deusen, Financial Planning Nerd at Kitces.com, to explore his journey from journalism and international relations into financial planning. Adam shares how he discovered the fee-only planning world, tested the waters through education and volunteer work, earned his CFP® certification, and prepared for an initial 50% pay cut ...

Read more +

Aug28

Ep #294: Intern to Partner with Brittany Brinckerhoff

What does it take to go from a college student with a math degree and no financial planning experience to a partner at a wealth management firm? In this episode, Brittany Brinckerhoff shares the unconventional path that took her from an internship she knew almost nothing about to a decade-long career at Hilltop Wealth Advisors. You’ll learn how an internship helped her discover financial planning, why she took the Series 7 and 65 while still in college, and how she transitioned from intern to ...

Read more +

Aug21

Ep #293: Family Office to RIA with Lonniece McDonald

How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial planning and earned her CFP, her transition from a large family-office environment to a smaller boutique RIA, and how internships helped her explore different areas of finance. Listen in to learn what she values about working with a smaller team, as well as what she believes newer planners ...

Read more +

Aug07

Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard

What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventional journey into financial planning after spending seven years as a stay-at-home mom. From earning her CFP® designation through self-study to discovering that being client-facing wasn't the only path to a fulfilling career, Tiffiny explains how she built a role that aligns with both her professional strengths and her family ...

Read more +

Jul31

Ep #290: English Teacher to CFP with Andrew Bencivenga

What does it take to completely reinvent your career and break into financial planning from an unconventional background? In this episode, Andrew Bencivenga, financial planner at Brindle & Bay Wealth Management, shares his unique journey from teaching English in South Korea and running a craft brewery to becoming a successful financial planner. Listen in to learn how Andrew identified transferable skills from his previous careers, earned his CFP while working exhausting hours, broke into ...

Read more +

View Older Posts

Podcast

Follow us