women in finance Archives - New Planner Recruiting

Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard

What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventional journey into financial planning after spending seven years as a stay-at-home mom. From earning her CFP® designation through self-study to discovering that being client-facing wasn't the only path to a fulfilling career, Tiffiny explains how she built a role that aligns with both her professional strengths and her family ...

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Dec05

Ep #257: Chemistry Major to CFP with Kelly Metzler Randall

Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into financial planning, understanding how to grow within an RIA, or seeing what it really looks like to rebuild your career after a relocation, this episode is for you! Listen in as Kelly shares how her love of science and math initially led her into lab ...

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Oct24

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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Nov08

Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney

What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with major firms and how she advanced despite feeling underqualified. Listen in as Kaitlyn reflects on her decision to start her own financial firm, as ...

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