New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

Mar01Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss! Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They ...

Read more +

Published on:

Feb23Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an existing set of clients but also bring your own, this is an episode for you! Listen in as Deven shares his journey toward securing a role with a unique ...

Read more +

Published on:

Feb16Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more. Listen in as Becca opens up about how she overcame feelings of inadequacy to secure ...

Read more +

Published on:

Feb15How to Reduce Your Hiring Headaches Part 2

How to Reduce Your Hiring Headaches Part 2

In last month’s article, we shared some of our thoughts on the 2024 labor market and hiring outlook plus a few tips on how to avoid certain frustrations when hiring new talent for your firm. This month we will conclude our two-part series with three more tips to consider when hiring.    Headache #3 -  ‘I can't find anyone who is good enough for my firm’ Potential headache hack - Double-check your description to make sure your expectations aren't too high. I have firm owners all the ...

Read more +

Published on:

Feb09Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive right-fit firm, then this is an episode for you. Listen in as Jen talks about her transition from working in a back office planner role to becoming ...

Read more +

Published on:

Feb02Special Episode: Finding Your Path – The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown

Special Episode: Finding Your Path – The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown

Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss! Listen in as we dive into the purpose behind the book, how to navigate the profession, and the various career paths that are available. We also discuss how to avoid common pitfalls, making this a valuable episode for both fresh graduates and ...

Read more +

Published on:

Jan26Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unrelated industry, this is an episode for you! Listen in as Nathan discusses his path to obtaining CFP certification, the challenges and mistakes he ...

Read more +

Published on:

Jan19Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this episode is for you! Listen in as Taylor opens up about her experience climbing the ranks in a small family business, the pursuit of new opportunities ...

Read more +

Published on:

Jan12Ep #164: How to Get Your Foot in the Door with Daniel Yerger

Ep #164: How to Get Your Foot in the Door with Daniel Yerger

Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is like to start in the dually registered RIA channel and transition to the fee-only RIA model, this episode is for you! Listen in as Daniel discusses ...

Read more +

Published on:

Jan05Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners. Listen in as Scott ...

Read more +

Published on:

Dec29Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You'll learn how she grew in her role and developed into a solid ...

Read more +

Published on:

Dec22Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you! Listen in as Scott discusses his evolution from an internal wholesaler at an insurance company to thriving in various financial channels. You'll hear ...

Read more +

Published on:

Follow us

  • facebook
  • twitter
  • linkedin
  • instagram
  • youtube

© 2016 - 2024 New Planner Recruiting All rights reserved. Designed by TinyFrog Technologies.

Terms and Conditions - Privacy Policy