Welcome and Congratulations!
You've taken an important step to a very rewarding career in the financial planning profession!
We are here to help you in any way we can during your career journey.
Click the button below to download the whitepaper we have prepared for you: "What to Expect Your First 90 Days on the Job"
Be sure to check out our New Planner Podcast too! Here are our top 3 most popular episodes
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…
Ep #65: How To Get Your Foot in The Door When Changing Careers with Matt Goren
Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won’t want to miss! Listen…
Ep #52: Re-entering the Workforce After Raising Children with Deanna Tomasetti and Sophie Leahy
Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss! Listen in as…
And our Youtube channel where we post videos like these each week:
Also, be sure to click here to submit your credentials to be considered for our nationwide network of top firms hiring for various career opportunities.
We are so glad to be connected with you! Here's to your success!
Caleb and The New Planner Recruiting Team
Follow us:
