{"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 #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh","slug":"ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh","published_at":"2026-07-17T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP288.mp3?dest-id=2275502","summary":"How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan and Garrett Welsh from Allegiance Financial Group Advisory Services to explore their journeys into financial planning, how they chose the right firm, and what they've learned transitioning from students to professionals. Listen in to learn how Samantha and Garrett evaluated career opportunities, why finding the right firm culture mattered, how paraplanners can contribute value from day one, and how technology like AI is changing (but not replacing) the human side of financial advice. You'll also hear practical advice for aspiring planners, including how to build confidence in client meetings and create your own career opportunities. You can find show notes and more information by clicking here: https://tinyurl.com/ycyp7btc","meta_description":"How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2195,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh/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-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}