Podcast

New Planner Podcast

Author: Caleb Brown
Feed episode count: 315
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

Sep 25, 2026 · not_requested

Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera

Duration seconds: 1408
Source: https://newplannerrecruiting.libsyn.com/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-kessler-herrera

HTML Markdown JSON

Sep 18, 2026 · not_requested

Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska

Duration seconds: 1921
Source: https://newplannerrecruiting.libsyn.com/ep-296-changing-careers-and-launching-a-firm-without-lead-planner-experience-with-shawn-tydlaska

HTML Markdown JSON

Sep 11, 2026 · not_requested

Ep #295: Changing Careers to Become a CFP with Adam Van Deusen

Duration seconds: 1686
Source: https://newplannerrecruiting.libsyn.com/ep295-changing-careers-to-become-a-cfp-with-adam-van-deusen

HTML Markdown JSON

Sep 4, 2026 · not_requested

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Duration seconds: 1660
Source: https://newplannerrecruiting.libsyn.com/special-episode-compensation-data-points-with-caleb-brown-and-jesse-lineberry-1

HTML Markdown JSON

Aug 28, 2026 · not_requested

Ep #294: Intern to Partner with Brittany Brinckerhoff

Duration seconds: 1432
Source: https://newplannerrecruiting.libsyn.com/ep294-intern-to-partner-with-brittany-brinckerhoff

HTML Markdown JSON

Aug 21, 2026 · not_requested

Ep #293: Family Office to RIA with Lonniece McDonald

Duration seconds: 1380
Source: https://newplannerrecruiting.libsyn.com/ep293-family-office-to-ria-with-lonniece-mcdonald

HTML Markdown JSON

Aug 14, 2026 · not_requested

Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool

Duration seconds: 1709
Source: https://newplannerrecruiting.libsyn.com/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-otool

HTML Markdown JSON

Aug 7, 2026 · not_requested

Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard

Duration seconds: 1545
Source: https://newplannerrecruiting.libsyn.com/ep-291-changing-careers-and-re-entering-the-workplace-with-tiffiny-hubbard

HTML Markdown JSON

Jul 31, 2026 · not_requested

Ep #290: English Teacher to CFP with Andrew Bencivenga

Duration seconds: 1501
Source: https://newplannerrecruiting.libsyn.com/ep-290

HTML Markdown JSON

Jul 24, 2026 · not_requested

Ep #289: Launching Your Own Firm After 14 Years as an Employee with Nick Scheibner

Duration seconds: 1969
Source: https://newplannerrecruiting.libsyn.com/ep289-launching-your-own-firm-after-14-years-as-an-employee-with-nick-scheibner

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON

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

HTML Markdown JSON