Episode
Episode #23: Caleb Brown, CFP®
- Published
- Jul 21, 2025
- Duration seconds
- 2532
- Processing state
not_requested- Canonical source
- https://podcast.show/3746755/episode/147170431/
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Summary
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia. Caleb shares his unique journey from struggling new grad to becoming a leader in placing next-generation talent at fee-only RIAs. We cover: How Caleb balances three careers at once Why the CFP® designation remains the gold standard Common mistakes job seekers and firm owners make during hiring What candidates should really look for in a first job (hint: it’s not just salary!) The evolving career paths in financial planning and why the RIA channel continues to grow Whether you’re a student, career changer, or firm owner, this episode is packed with insights on career growth, practice management, and building a meaningful career in financial planning. Connect with Caleb: New Planner Recruiting | New Planner Podcast Listen in and get practical takeaways for your career in financial planning!