New Planner – Page 9

Ep #110: Office Manager to Paraplanner with Bethany Park

Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why she transitioned out of her teaching career and into the industry, what got her interested in the profession, and how she secured her first position ...

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Nov25

Ep #109: Nine Months into a New Planner Career with Abby Bennett and Bret Tagg

Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin adding value to a financial planning firm right off the bat, this is an episode you won’t want to miss! Listen in as Abby walks us through her career path, from leaving a great-fit ...

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Nov18

Ep #108: Giving Up Partnership and Starting Your Own Firm With Ethan Pepper

Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you! Listen in as Ethan shares how family members influenced his career early on, why he pivoted from majoring in corporate finance to personal financial planning, and what it was like transitioning to an ...

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Nov11

Ep #107: Evaluating Compensation and Benefits with Kelli Cruz

Kelli Cruz is the Founder and CEO of Cruz Consulting Group, a consulting firm that specializes in human capital and compensation consulting for the financial planning profession. Kelli joins the show to chat about what she is seeing from the trenches of her consulting work, including the biggest struggle that her clients are facing right now. If you are considering a new opportunity or preparing for a job interview, this is an episode you won’t want to miss! Listen in as Kelli shares the type ...

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Nov04

Ep #106: Transitioning from a Small Firm to Large Firm with Scarlett Che

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 ...

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Oct28

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 ...

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Oct21

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 ...

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Oct14

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 ...

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Oct07

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 ...

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Sep30

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 ...

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Sep23

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 ...

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Sep16

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 ...

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