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Be sure to check out our New Planner Podcast too! Here are our top 3 most popular episodes
Ep #89: How to Pass the Series 65 Exam with Shane Kozusko
Shane Kozusko is a recent graduate from the University of Georgia’s Financial Planning degree program. He joins the show today to talk about how he passed the Series 65 exam, including why he chose to take it, even though it wasn't a requirement for him. If you are planning to take the Series 65, this…
Ep #81: How to Pass the SIE Exam with Josh Brumbach and Garrett Klinger and Landon Powell
My guests today are Landon Powell, Josh Brumbach, and Garrett Klinger, who are Financial Planning Students at the University of Georgia. Listen in as they explain what the Securities Industry Essentials (SIE) is and why they each wanted to pursue it, what the cost and process for registering entailed, and detailed insight as to what…
Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
Every once in a while, we like to give an update on what is happening in the job market, from what we’re seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to…
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