{"podcast":{"title":"New Planner Podcast","slug":"new-planner-podcast-1382818","podcast_index_feed_id":1382818,"rss_url":"https://newplannerrecruiting.libsyn.com/rss","website_url":"https://newplannerrecruiting.com/category/podcast","image_url":"https://static.libsyn.com/p/assets/a/f/8/a/af8ae0bf0a19405f/NPPFinalArtwork.jpg","author":"Caleb Brown","episode_count":305,"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.","last_synced_at":"2026-07-17T20:18:56.408401+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818"},"episodes":[{"title":"Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-287-immigrating-to-the-usa-and-launching-a-firm-serving-immigrants-with-imade-iyamu.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark","slug":"ep-286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark","published_at":"2026-07-03T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark","url":"https://newplannerrecruiting.libsyn.com/ep286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark","duration_seconds":1926,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson","slug":"ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson","published_at":"2026-06-26T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson","url":"https://newplannerrecruiting.libsyn.com/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson","duration_seconds":1603,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette","slug":"ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","published_at":"2026-06-19T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","url":"https://newplannerrecruiting.libsyn.com/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","duration_seconds":1430,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #283: College Student to Partner in 3 Years with Hanna Molta","slug":"ep-283-college-student-to-partner-in-3-years-with-hanna-molta","published_at":"2026-06-12T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-283-college-student-to-partner-in-3-years-with-hanna-molta","url":"https://newplannerrecruiting.libsyn.com/ep283-college-student-to-partner-in-3-years-with-hanna-molta","duration_seconds":1709,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-283-college-student-to-partner-in-3-years-with-hanna-molta/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-283-college-student-to-partner-in-3-years-with-hanna-molta.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #282: Banker to Director of Financial Planning with Preston Henry","slug":"ep-282-banker-to-director-of-financial-planning-with-preston-henry","published_at":"2026-06-05T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-282-banker-to-director-of-financial-planning-with-preston-henry","url":"https://newplannerrecruiting.libsyn.com/ep282-banker-to-director-of-financial-planning-with-preston-henry","duration_seconds":2011,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-282-banker-to-director-of-financial-planning-with-preston-henry/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-282-banker-to-director-of-financial-planning-with-preston-henry.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #281: From Academia to Starting Own Firm with Andy Baxley","slug":"ep-281-from-academia-to-starting-own-firm-with-andy-baxley","published_at":"2026-05-29T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-281-from-academia-to-starting-own-firm-with-andy-baxley","url":"https://newplannerrecruiting.libsyn.com/ep-281-from-academia-to-starting-own-firm-with-andy-baxley","duration_seconds":1439,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-281-from-academia-to-starting-own-firm-with-andy-baxley/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-281-from-academia-to-starting-own-firm-with-andy-baxley.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #280: Lifelong Educator and Financial Planner with Gary Clement","slug":"ep-280-lifelong-educator-and-financial-planner-with-gary-clement","published_at":"2026-05-22T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-280-lifelong-educator-and-financial-planner-with-gary-clement","url":"https://newplannerrecruiting.libsyn.com/ep-280-lifelong-educator-and-financial-planner-with-gary-clement","duration_seconds":1525,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-280-lifelong-educator-and-financial-planner-with-gary-clement/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-280-lifelong-educator-and-financial-planner-with-gary-clement.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #279: Building a Book Straight from a CFP Program with Evan Fears","slug":"ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears","published_at":"2026-05-15T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears","url":"https://newplannerrecruiting.libsyn.com/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears","duration_seconds":1654,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #278: Advice Only Model to AUM Model with Kaleb Paddock","slug":"ep-278-advice-only-model-to-aum-model-with-kaleb-paddock","published_at":"2026-05-08T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock","url":"https://newplannerrecruiting.libsyn.com/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock","duration_seconds":2296,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #277: RIA to AI Startup with Brian Abatemarco","slug":"ep-277-ria-to-ai-startup-with-brian-abatemarco","published_at":"2026-05-01T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-277-ria-to-ai-startup-with-brian-abatemarco","url":"https://newplannerrecruiting.libsyn.com/ep-277-ria-to-ai-startup-with-brian-abatemarco","duration_seconds":1590,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-277-ria-to-ai-startup-with-brian-abatemarco/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-277-ria-to-ai-startup-with-brian-abatemarco.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines","slug":"ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines","published_at":"2026-04-24T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines","url":"https://newplannerrecruiting.libsyn.com/ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines","duration_seconds":1572,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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D'Amore","slug":"ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-d-amore","published_at":"2026-04-17T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-d-amore","url":"https://newplannerrecruiting.libsyn.com/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-damore","duration_seconds":1537,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-d-amore/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-d-amore.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore","slug":"special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore","published_at":"2026-04-10T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore","url":"https://newplannerrecruiting.libsyn.com/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore","duration_seconds":1207,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole","slug":"ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole","published_at":"2026-04-03T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole","url":"https://newplannerrecruiting.libsyn.com/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole","duration_seconds":2485,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer","slug":"ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer","published_at":"2026-03-27T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer","url":"https://newplannerrecruiting.libsyn.com/ep-273-transitioning-from-public-policy-career-to-financial-planning-with-lisa-schaefer","duration_seconds":1623,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #272: Building a Practice Working with School District Employees with Landon Warmund","slug":"ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund","published_at":"2026-03-20T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund","url":"https://newplannerrecruiting.libsyn.com/ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund","duration_seconds":1637,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Williams","slug":"ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams","published_at":"2026-03-13T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams","url":"https://newplannerrecruiting.libsyn.com/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams","duration_seconds":1982,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #268: Setting Yourself Apart as a CFP Student with Brennon 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #266: Leaving a Partnership and Starting a New Firm with Robert 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-265-middle-school-teacher-to-cfp-with-david-tenerelli.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #264: Building a Firm and Coaching Other Advisors with Sten 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-263-starting-a-firm-after-a-successful-career-as-an-engineer-with-travis-hibbard.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #262: A Career in Financial Wellness and FinTech with Emily 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representation of this episode resource."}]},{"title":"Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen","slug":"ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen","published_at":"2026-01-02T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen","url":"https://newplannerrecruiting.libsyn.com/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen","duration_seconds":1599,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen","slug":"ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen","published_at":"2025-12-26T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen","url":"https://newplannerrecruiting.libsyn.com/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen","duration_seconds":1875,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep #259: Finding Your Right Career Fit with Lillian 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