{"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 #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","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-273-transitioning-from-public-policy-career-to-financial-planning-with-lisa-schaefer","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP273.mp3?dest-id=2275502","summary":"What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a critical role in her transition, why starting with the Series 65 helped her test the waters, and how she navigated the uncertainty of breaking into a completely new industry. Listen in as Lisa opens up about the realities of taking a pay cut, working in a high-pressure, commission-based environment, and ultimately finding the right firm fit that prioritized mentorship and long-term growth. You'll hear about the pivotal moments that helped her make the leap and get practical insights for anyone considering a career change into financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/bdz8p7dm","meta_description":"What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from…","key_points":[],"chapters":[],"topics":[],"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."}]}}