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 our top 3 most popular episodes
Ep #35: From New Planner to Partner in 7 Years with Ben Peters
Ben Peters is a Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the…
SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore
Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change,…
SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold
Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros…
And our Youtube channel where we post videos like these each week:
Click here to learn more about who we help and how.
Your Success is Their Success!
Caleb and The New Planner Recruiting Team
Follow us:
