{"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 #293: Family Office to RIA with Lonniece McDonald","slug":"ep-293-family-office-to-ria-with-lonniece-mcdonald","published_at":"2026-08-21T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-293-family-office-to-ria-with-lonniece-mcdonald","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep293-family-office-to-ria-with-lonniece-mcdonald","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP293.mp3?dest-id=2275502","summary":"How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial planning and earned her CFP, her transition from a large family-office environment to a smaller boutique RIA, and how internships helped her explore different areas of finance. Listen in to learn what she values about working with a smaller team, as well as what she believes newer planners should focus on as they build their careers. You'll also hear what has been central to Lonniece's development as a planner, her take on AI, and what we can do to increase awareness of the profession and encourage more women to pursue CFP careers. You can find show notes and more information by clicking here: https://tinyurl.com/mr2nhanz","meta_description":"How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonnie…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1380,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-293-family-office-to-ria-with-lonniece-mcdonald/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-293-family-office-to-ria-with-lonniece-mcdonald.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}