financial planning career Archives - New Planner Recruiting

Ep #282: Banker to Director of Financial Planning with Preston Henry

What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the winding and unconventional path that took him from golf course conversations and banking roles to becoming a leader inside a growing RIA. Along the way, Preston opens up about the risks, career pivots, mentors, and mindset shifts that shaped his journey through multiple areas of the financial services ...

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May22

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In this episode, Gary Clement shares his unconventional journey from a math major with an interest in investments to an experienced financial planner, educator, and PhD holder. He walks through his early days in the industry, the lessons learned from working in high-pressure sales environments, and the pivotal experiences that shaped ...

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May08

Ep #278: Advice Only Model to AUM Model with Kaleb Paddock

What happens when you stumble into a career you didn’t even know existed and end up building a business entirely on your own terms? In this episode, Kaleb Paddock, founder of Ten Talents Financial Planning, shares his unconventional journey into financial planning and the lessons he learned along the way. From discovering the profession through third-party administration work to earning his CFP and gaining hands-on experience at an RIA firm, Kaleb walks through the pivotal moments that shaped ...

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May01

Ep #277: RIA to AI Startup with Brian Abatemarco

Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultimately into the world of AI startups. From managing clients early in his career to discovering a passion for business development, Brian shares how leaning into your natural strengths can completely reshape your trajectory. Listen in to learn how AI is actually being used inside advisory firms today (and why it’s not replacing ...

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Apr24

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

What if the key to standing out in your career is starting before you feel ready? In this episode, Cassidy Vines, a financial planning student at Temple University and winner of the 2025 New Planner Recruiting Tuition Scholarship, shares how she took the initiative early to build real-world experience before graduating. You’ll learn how she discovered financial planning, why she made the switch from marketing, and how she turned curiosity into a clear career path. Listen in as Cassidy shares ...

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Apr17

Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D’Amore

What do you do when rejection, setbacks, and uncertainty hit early in your career? In this episode, Francesco D’Amore shares how he turned college rejection, uncertainty about his career path, and limited resources into a clear plan to break into the financial planning profession. From teaching himself to pass the SIE exam using only YouTube to transferring schools and landing internships through networking, Francesco explains how curiosity and persistence shaped his journey. Listen in to ...

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Feb06

Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter

Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're interested in understanding how to navigate career decisions, grow within a firm, or eventually make the leap to starting your own, this episode is for you. Listen in as Robert shares how he first became interested in financial planning while in college, what he hoped to find in his first job, and how ...

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Nov14

Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green

Have you ever had to take a step back to move forward? That’s exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Emily shares what it was like to start over in her 30s, the lessons she learned from her mentor, and how asking the right questions helped her grow ...

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Oct17

Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you! Listen in as Mary Ann shares how she discovered her passion for financial planning, took ...

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Oct10

Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you! Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, ...

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May30

Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss

Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple ...

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May02

Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her ...

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