New Planner – Page 4

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 ...

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Feb16

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 ...

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Feb09

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 ...

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Feb02

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 ...

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Jan26

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 ...

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Jan19

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 ...

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Jan12

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 ...

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Dec22

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 ...

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Dec15

Ep #160: How to Best Negotiate Compensation with Kate Dixon

Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essentials of successful negotiation strategies, starting by emphasizing the importance of always negotiating an offer, exploring alternatives for negotiation when salary adjustments aren't possible, and ...

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Dec08

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective! Listen in as Dave dives into his 20-year journey with the same firm, discussing ...

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Dec01

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planners, this is an episode for you! Listen in as Kurt shares his journey from the wirehouse channel to becoming a key figure in financial planning ...

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Nov24

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial ...

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