Successful Planning

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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Sep09

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 was ...

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Sep02

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 ...

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Aug26

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 ...

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Aug19

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 ...

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Aug12

Ep #94: From Actress to Financial Planner with Sara Stollberger

Sara Stollberger is the Director of Financial Planning at Bridgewater Advisors based out of New York, and she joins the show today to share her story of how she began her financial planning career after spending more than five years as an actress. If you are a career changer seeking to enter the financial planning profession, this is an episode you won’t want to miss! Listen in as Sara shares how she knew it was time to pursue something outside of acting (despite having had success in the ...

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Aug05

Ep #93: Helping Grow a Small Fee-Only Firm with Frank Fernandez

Frank Fernandez is an Associate Planner with Weingarten & Associates, a planning-centric fee-only firm based out of Trenton, NJ that is led by a husband and wife team. If you are seeking to add value to a small yet growing firm, this is an episode you won’t want to miss! Listen in to hear how Frank initially found the CFP program, why he pursued three voluntary internships, and how he approached taking both the CFP and the Enrolled Agent exams. We also discuss why he sought out a ...

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Jul29

Ep #92: How to Make Yourself More Marketable with Louis Diamond

Louis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly competitive market. If you think your firm might be acquired, this is an episode you definitely won’t want to miss! Listen in as Louis shares the top reasons that financial planners ...

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Jul22

Ep #91: Pivoting from a Failed Succession Plan with Cecil Staton

Cecil Staton is the President and Wealth Advisor with Arch Financial Planning. He joins the show today to chat about his journey in the financial planning industry, including how he got started and why ultimately decided to start his own firm. Listen in as Cecil shares why the fee-only RIA model was the best fit for him, as well as how he was able to leverage his network to find an opportunity that best aligned with his career goals. You'll learn the catalyst that led to him establishing his own ...

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Jul15

Ep #90: Finding the Right Path After Changing Careers with Steve Kampschmidt

Steve Kampschmidt joins the show today to share how he got started in the financial planning industry, including what it was like trying to enter the profession in a down market. After transitioning from his job to the bank channel, Steve used that position to leverage his way into an entry-level opportunity in a wirehouse training program before ultimately building his own RIA. Tune in as he shares what he learned from his time in the corporate world that has helped him in his financial ...

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