{"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 #284: 1 Year into a Financial Planning Career with Krystal LaFollette","slug":"ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","published_at":"2026-06-19T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP284.mp3?dest-id=2275502","summary":"What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial Planning Associate at Schulz Wealth in Mansfield, TX, shares her journey into the profession and what it was really like transitioning from student to practicing advisor. From early nerves and imposter syndrome to finding her footing inside a small, hands-on firm, Krystal reflects on the highs, lows, and unexpected lessons of her first year. Listeners will learn how new planners can build confidence in client meetings, why real-world experience accelerates professional growth, and how mentorship shapes early career development in financial planning. Krystal also breaks down her day-to-day responsibilities—from meeting preparation and client follow-ups to estate planning work and early exposure to trading—and highlights practical strategies for becoming more confident, present, and effective in advisory conversations. You can find show notes and more information by clicking here: https://tinyurl.com/28zxwun7","meta_description":"What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFolle…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1430,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette/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-284-1-year-into-a-financial-planning-career-with-krystal-lafollette.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}