New financial planners Archives - New Planner Recruiting

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 ...

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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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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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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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May28

Ep #34: Getting Hired in Financial Planning with Shannon O’Toole

Shannon O’Toole is the founder of Shannon O’Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating ...

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