{"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":315,"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":"2026-09-26T02:17:53.795953+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818"},"episode":{"title":"Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool","slug":"ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool","published_at":"2026-08-14T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-otool","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP292.mp3?dest-id=2275502","summary":"What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financial planner at Mercer Advisors, and she joins the show today to share how mentorship, community involvement, and saying yes to unexpected opportunities helped launch her career just months after graduating. Listen in to learn why finding the right firm matters more than landing the first job, as well as how the FinServ Foundation is helping develop the next generation of financial planners. You'll hear lessons learned from balancing multiple roles while studying for the CFP®, the value of networking, and why experienced professionals have an important role to play in giving back to the profession. You can find show notes and more information by clicking here: https://tinyurl.com/ze2zhj4d","meta_description":"What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1709,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool/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-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}