Welcome to New Planner Recruiting!
We are here to help save financial planning firm owners time, money and unnecessary headaches when hiring new team members.
Each month we will send you an article filled with insights, tips and inside info so you can build your team of superstars.
Click the button below to download the whitepaper we have prepared for you: "Onboarding and Training New Hires Virtually"
Be sure to check out our New Planner Podcast too! Here are some of our most popular episodes.
SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY
Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds…
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, and financial planners. We'll also…
Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke
Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this…
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Caleb and The New Planner Recruiting Team
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