Mentorship Archives - New Planner Recruiting

Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark

Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining your career path, moving from technical roles into client-facing planning, or learning what it takes to evolve into a mentor for newer planners, this episode is for you! Listen in as Vincent shares how he first chose his career path based on ...

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May16

Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan

Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for ...

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May17

Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling

Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, reached out to mentors, and made bold career moves. Listen in as she offers insights into seizing opportunities, overcoming fears, and ultimately ...

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Apr19

Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore

Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as well as the value the program offers, regardless of your career stage. Listen in as Hannah shares her motivation behind launching the externship and ...

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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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