Professional Growth Archives - New Planner Recruiting

Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also ...

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Oct10

Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you! Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, ...

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May09

Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss

Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research ...

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Jan05

Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners. Listen in as Scott ...

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