{"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 #282: Banker to Director of Financial Planning with Preston Henry","slug":"ep-282-banker-to-director-of-financial-planning-with-preston-henry","published_at":"2026-06-05T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-282-banker-to-director-of-financial-planning-with-preston-henry","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep282-banker-to-director-of-financial-planning-with-preston-henry","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP282.mp3?dest-id=2275502","summary":"What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the winding and unconventional path that took him from golf course conversations and banking roles to becoming a leader inside a growing RIA. Along the way, Preston opens up about the risks, career pivots, mentors, and mindset shifts that shaped his journey through multiple areas of the financial services industry. Listen in to learn how he navigated transitions from banking and lending into wealth management, why he chose learning opportunities over short-term financial security, and how relationships consistently opened new doors throughout his career. You'll get valuable insight into the evolution of the advisory profession, the importance of CFP education, building operational leadership inside an RIA, and how advisors can position themselves as indispensable team members while continuing to evolve professionally. You can find show notes and more information by clicking here: https://tinyurl.com/mr384j55","meta_description":"What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at S…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2011,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-282-banker-to-director-of-financial-planning-with-preston-henry/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-282-banker-to-director-of-financial-planning-with-preston-henry.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}