Podcast

New Planner Podcast

Author: Caleb Brown
Feed episode count: 305
Official site: https://newplannerrecruiting.com/category/podcast
RSS: https://newplannerrecruiting.libsyn.com/rss
JSON: /v1/public/podcasts/new-planner-podcast-1382818
Markdown: /podcast/new-planner-podcast-1382818.md

Summary

Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.

Episodes

Jul 17, 2026 · not_requested

Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh

Duration seconds: 2195
Source: https://newplannerrecruiting.libsyn.com/ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh

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Jul 10, 2026 · not_requested

Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu

Duration seconds: 2025
Source: https://newplannerrecruiting.libsyn.com/ep-287-immigrating-to-the-usa-and-launching-a-firm-serving-immigrants-with-imade-iyamu

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Jul 3, 2026 · not_requested

Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark

Duration seconds: 1926
Source: https://newplannerrecruiting.libsyn.com/ep286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark

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Jun 26, 2026 · not_requested

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

Duration seconds: 1603
Source: https://newplannerrecruiting.libsyn.com/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson

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Jun 19, 2026 · not_requested

Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette

Duration seconds: 1430
Source: https://newplannerrecruiting.libsyn.com/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette

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Jun 12, 2026 · not_requested

Ep #283: College Student to Partner in 3 Years with Hanna Molta

Duration seconds: 1709
Source: https://newplannerrecruiting.libsyn.com/ep283-college-student-to-partner-in-3-years-with-hanna-molta

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Jun 5, 2026 · not_requested

Ep #282: Banker to Director of Financial Planning with Preston Henry

Duration seconds: 2011
Source: https://newplannerrecruiting.libsyn.com/ep282-banker-to-director-of-financial-planning-with-preston-henry

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May 29, 2026 · not_requested

Ep #281: From Academia to Starting Own Firm with Andy Baxley

Duration seconds: 1439
Source: https://newplannerrecruiting.libsyn.com/ep-281-from-academia-to-starting-own-firm-with-andy-baxley

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May 22, 2026 · not_requested

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

Duration seconds: 1525
Source: https://newplannerrecruiting.libsyn.com/ep-280-lifelong-educator-and-financial-planner-with-gary-clement

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May 15, 2026 · not_requested

Ep #279: Building a Book Straight from a CFP Program with Evan Fears

Duration seconds: 1654
Source: https://newplannerrecruiting.libsyn.com/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears

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May 8, 2026 · not_requested

Ep #278: Advice Only Model to AUM Model with Kaleb Paddock

Duration seconds: 2296
Source: https://newplannerrecruiting.libsyn.com/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock

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May 1, 2026 · not_requested

Ep #277: RIA to AI Startup with Brian Abatemarco

Duration seconds: 1590
Source: https://newplannerrecruiting.libsyn.com/ep-277-ria-to-ai-startup-with-brian-abatemarco

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Apr 24, 2026 · not_requested

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

Duration seconds: 1572
Source: https://newplannerrecruiting.libsyn.com/ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines

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Apr 17, 2026 · not_requested

Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore

Duration seconds: 1537
Source: https://newplannerrecruiting.libsyn.com/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-damore

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Apr 10, 2026 · not_requested

Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore

Duration seconds: 1207
Source: https://newplannerrecruiting.libsyn.com/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore

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Apr 3, 2026 · not_requested

Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole

Duration seconds: 2485
Source: https://newplannerrecruiting.libsyn.com/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole

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Mar 27, 2026 · not_requested

Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer

Duration seconds: 1623
Source: https://newplannerrecruiting.libsyn.com/ep-273-transitioning-from-public-policy-career-to-financial-planning-with-lisa-schaefer

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Mar 20, 2026 · not_requested

Ep #272: Building a Practice Working with School District Employees with Landon Warmund

Duration seconds: 1637
Source: https://newplannerrecruiting.libsyn.com/ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund

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Mar 13, 2026 · not_requested

Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams

Duration seconds: 1982
Source: https://newplannerrecruiting.libsyn.com/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams

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Mar 6, 2026 · not_requested

Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal

Duration seconds: 2182
Source: https://newplannerrecruiting.libsyn.com/ep-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal

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Feb 27, 2026 · not_requested

Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black

Duration seconds: 2833
Source: https://newplannerrecruiting.libsyn.com/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black

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Feb 20, 2026 · not_requested

Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb

Duration seconds: 1703
Source: https://newplannerrecruiting.libsyn.com/ep-268-setting-yourself-apart-as-a-cfp-student-with-brennon-holleb

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Feb 13, 2026 · not_requested

Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie

Duration seconds: 1490
Source: https://newplannerrecruiting.libsyn.com/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie

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Feb 6, 2026 · not_requested

Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter

Duration seconds: 2107
Source: https://newplannerrecruiting.libsyn.com/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter

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Jan 30, 2026 · not_requested

Ep #265: Middle School Teacher to CFP with David Tenerelli

Duration seconds: 1651
Source: https://newplannerrecruiting.libsyn.com/ep-265-middle-school-teacher-to-cfp-with-david-tenerelli

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Jan 23, 2026 · not_requested

Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan

Duration seconds: 1583
Source: https://newplannerrecruiting.libsyn.com/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan

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Jan 16, 2026 · not_requested

Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard

Duration seconds: 1598
Source: https://newplannerrecruiting.libsyn.com/ep-263-starting-a-firm-after-a-successful-career-as-an-engineer-with-travis-hibbard

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Jan 9, 2026 · not_requested

Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel

Duration seconds: 1645
Source: https://newplannerrecruiting.libsyn.com/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel

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Jan 2, 2026 · not_requested

Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen

Duration seconds: 1599
Source: https://newplannerrecruiting.libsyn.com/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen

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Dec 26, 2025 · not_requested

Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen

Duration seconds: 1875
Source: https://newplannerrecruiting.libsyn.com/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen

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Dec 19, 2025 · not_requested

Ep #259: Finding Your Right Career Fit with Lillian Turner

Duration seconds: 2431
Source: https://newplannerrecruiting.libsyn.com/ep-259-finding-your-right-career-fit-with-lillian-turner

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