{"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 #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera","slug":"ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera","published_at":"2026-09-25T11:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-kessler-herrera","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP297.mp3?dest-id=2275502","summary":"Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the \"kindergartner\" again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the financial realities of starting over, and how she has used skills from her previous career to build confidence in a new one. She also shares why approaching firms like a prospective client can be a valuable way to learn about the profession and make connections. Her experience offers a practical look at what career-changers can expect when entering financial planning, so make sure to tune in! You can find show notes and more information by clicking here: https://tinyurl.com/4t6sypzv","meta_description":"Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1408,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera/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-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}