{"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"},"episode":{"title":"Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter","slug":"ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter","published_at":"2026-02-06T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP266.mp3?dest-id=2275502","summary":"Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're interested in understanding how to navigate career decisions, grow within a firm, or eventually make the leap to starting your own, this episode is for you. Listen in as Robert shares how he first became interested in financial planning while in college, what he hoped to find in his first job, and how he convinced his parents that the profession was far different from the stockbroker stereotype. He also talks about beginning his career in a specific channel, finding early success, leveraging mentors, and ultimately working his way up to partner in an existing firm before deciding to leave and launch his own. You'll hear how he now gives back to the profession and practical tips for new planners entering the field. You can find show notes and more information by clicking here: https://bit.ly/4bkex4Z","meta_description":"Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2107,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter/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-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}