Scarlett Che is a Wealth Planning Senior Associate at Austin Asset based out of Austin, TX, and she joins the show today to talk about how she is progressing in her financial planning career. If you are trying to figure out where you would like to be on the advisory career track, this is an episode for you! Listen in as Scarlett shares her story about immigrating from China, how she got interested in financial planning over other career choices, and how she snagged her first financial planning ...
Ep #105: From Firefighter to Partner in 3 Years with Dan Malone
Dan Malone is a Partner with WDW Financial based out of Dallas, TX. He joins the show today to talk about how he transitioned into financial planning after a career as a firefighter. If you are interested in becoming a partner at an established firm, this is an episode you won’t want to miss! Listen in as Dan shares how he became interested in becoming a firefighter, why he chose to also become a paramedic, and how he pursued a college degree while also working full-time. We also dive into why ...
Ep #104: From Pro Golfer to Financial Planner with James White
James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you! Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him ...
Ep #103: Outsourced Data Entry and Training the Next Generation of Financial Planners with Carrie Jones
Carrie Jones is a Certified Financial Planner based out of Orlando, FL, and she joins the show today to talk about her career in financial planning, including how she knew she wanted to be a financial planner as early as 8 years old. If you are a new planner seeking unique ways to gain valuable experience in your career, this is an episode for you! Listen in as Carrie shares how she got her start in the insurance channel, why that path was not the best fit for her, and how she took time away ...
Ep #102: From Professional Musician to Financial Planner with Saki Kurose
Saki Kurose is an Associate Planner with Omega Wealth Management based out of Arlington, VA. She joins the show today to share her story of transitioning from a career as a professional musician to a career in financial planning. If you are a musician and looking to transition into a career in financial planning, this is an episode you won’t want to miss! Listen in as Saki shares her story of immigrating to the U.S. and going all in developing her musical career, including why a musical career ...
Ep #101: Setting Yourself Apart with Angie Herbers
Angie Herbers is the Founder and Senior Consultant with Herbers and Company, a consulting firm specializing in assisting financial planning firms to solve their growth challenges. If you are seeking to set yourself apart from the rest of the pack, then this is an episode for you! Listen in as Angie shares why firms with a clear recruiting strategy have an advantage over their competitors, what skills firms are looking for the most in new planner hires, and what skills are most lacking from ...
Ep #100: The Why of New Planner Recruiting with Caleb Brown
Welcome to the 100th episode of the New Planner Podcast! To celebrate this milestone, we thought we would flip things around a little bit and have Jesse Lineberry and Jayla Blakemore interview Caleb about his career and the birth of New Planner Recruiting. If you are thinking of entering the financial planning profession, this is an episode you definitely won't want to miss! Listen in as Caleb shares his unique story of finding a career in financial planning and why he decided to go into career ...
Ep #99: Finding The Right Path via Persistence and Intensity with Jeneé Murphy
Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you! Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the ...
Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage
Libby McKay and Jessi Dolmage are Financial Advisors with Penobscot Financial Advisors based out of Portland, ME. They join the show today to discuss how they got started in financial planning and what it was like getting hired without any previous experience under their belts. If you are considering a career change to financial planning, this episode is one you won’t want to miss! Listen in as Jessi shares how she pivoted from the non-profit fundraising sector to financial planning, how she ...
Ep #97: Teacher Turned Financial Planner with Keith Wayne
Keith Wayne is an Associate Financial Planning Analyst at Mercer Advisors based out of Lynchburg, VA. He joins the show today to share how he transitioned from a 26-year career in teaching to become a financial planner. If you are coming from the education profession and want to successfully navigate the transition, this is an episode for you! Listen in as Keith talks about what originally got him interested in teaching, the valuable skills the profession taught him, and where he finds ...
Ep #96: Finding the Right Channel and Firm Structure with Melissa Barron and Jordan Slingo
Melissa Barron and Jordan Slingo are both Senior Wealth Advisors with Elwood & Goetz Wealth Advisory Group in Athens, GA. They join the show today to discuss their individual journeys in the financial planning industry, including what it was like entering the profession when entry-level jobs were hard to come by. Listen in as Melissa and Jordan share how they got started in the industry, as well as how they managed to get their foot in the door. We also discuss the compelling nature of the ...
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 ...