{"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 #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black","slug":"ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black","published_at":"2026-02-27T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP269.mp3?dest-id=2275502","summary":"Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Financial Advisors, and they join the show today to share their journeys into the profession. If you're interested in navigating the transition from student to professional, building confidence early, and preparing for the CFP exam, this episode is for you! Listen in as Tamsie, Annie, and Marianne talk about how each of them discovered financial planning, why they chose it as a career, what excites them most about the profession, and what drew them to Wealthway. You'll hear about gaining early exposure to client meetings and building confidence, CFP study processes and exam goals, and managing the shift from college to full-time work. They also offer practical advice for new planners just starting in the profession. You can find show notes and more information by clicking here: https://bit.ly/4aDpAEd","meta_description":"Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Finan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2833,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black/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-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."}]}}