New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

Aug09Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you! Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest ...

Read more +

Published on:

Aug02Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to ...

Read more +

Published on:

Jul26Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you!  Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial ...

Read more +

Published on:

Jul19Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is the episode for you! Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He ...

Read more +

Published on:

Jul12Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale

Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale

Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you! Listen in as Donald talks about how financial planning wasn’t ...

Read more +

Published on:

Jul05Ep #187: Earning Partnership After 5 Years with Adam Van Wert

Ep #187: Earning Partnership After 5 Years with Adam Van Wert

Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you! Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position ...

Read more +

Published on:

Jun28Ep #186: 4 Years into a Financial Planner Career with Allison Doty

Ep #186: 4 Years into a Financial Planner Career with Allison Doty

Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you! Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit ...

Read more +

Published on:

Jun21Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you! Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, ...

Read more +

Published on:

Jun14Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only ...

Read more +

Published on:

Jun07Ep #183: From CSA to Firm Owner with Lauren Williams

Ep #183: From CSA to Firm Owner with Lauren Williams

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you! Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, ...

Read more +

Published on:

May31Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez

Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez

Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you! Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as ...

Read more +

Published on:

May10Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and ...

Read more +

Published on:

Follow us

  • facebook
  • twitter
  • linkedin
  • instagram
  • youtube

© 2016 - 2024 New Planner Recruiting All rights reserved. Designed by TinyFrog Technologies.

Terms and Conditions - Privacy Policy