{"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 #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","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-281-from-academia-to-starting-own-firm-with-andy-baxley","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP281.mp3?dest-id=2275502","summary":"What happens when a psychology major discovers financial planning and decides to completely rethink how advice can be delivered? In this episode, Andy Baxley shares his journey from teaching English in South Korea to working at large financial institutions, discovering the fee-only RIA world, and ultimately launching his own firm, Two Trails Financial Planning. Andy opens up about the career pivots, self-doubt, and entrepreneurial lessons that shaped his path, along with the mindset shifts that helped him finally make the leap into business ownership. We also dive into how Andy is using AI to create more personalized, high-quality client experiences rather than simply automating tasks or reducing costs. He explains how advisors can use AI tools to build bespoke solutions for clients, why understanding psychology and communication is becoming even more important in the age of AI, and how newer planners can find the right career path based on their personality, strengths, and long-term goals. If you're interested in entrepreneurship, career growth, financial planning, or the future of AI in advice, this episode is packed with practical insights you won't want to miss. You can find show notes and more information by clicking here: https://tinyurl.com/mrxxx5jw","meta_description":"What happens when a psychology major discovers financial planning and decides to completely rethink how advice can be delivered? In this episode, Andy Bax…","key_points":[],"chapters":[],"topics":[],"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."}]}}