{"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 #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie","slug":"ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie","published_at":"2026-02-13T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP267.mp3?dest-id=2275502","summary":"Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial planning. If you're interested in what it takes to pivot into financial planning from a high-demand field, navigate a major pay cut, or build your skills in a fully virtual advisory model, this episode is for you! Listen in as Matt shares how he began his career in investment banking before realizing he wanted a more client-centered path, ultimately leveraging his network to secure his first financial planning role—even while taking a significant pay cut to make the transition. You'll hear what his early responsibilities looked like, how he learned the business, and the benefits and drawbacks of developing as an advisor entirely in a virtual environment. Matt also opens up about the challenges he's faced over the past year and how he's preparing himself for continued growth and long-term success. You can find show notes and more information by clicking here: https://bit.ly/4rCnAmQ","meta_description":"Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial p…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1490,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie/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-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}