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Be sure to check out our New Planner Podcast too! Here are some of our most popular episodes.
Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg
Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're…
Ep #212: Passing the CFP Exam with Brett Danko
Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning…
Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the…
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