New Planner Podcast Caleb Brown

Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you!
Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he leveraged a personal connection to start his career in the insurance channel. He also shares why he transitioned to an RIA firm, what attracted him to his current role, the challenges he faces, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3V8ifpP

Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field.
Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course load. You'll hear his vision for financial planning, his career aspirations, and valuable advice for fellow students on the path to becoming a Certified Financial Planner.
You can find show notes and more information by clicking here: https://tinyurl.com/283zmjw3 

Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, reached out to mentors, and made bold career moves.
Listen in as she offers insights into seizing opportunities, overcoming fears, and ultimately achieving success in the financial planning industry. You'll learn how Alden's dedication and perseverance led her to a leadership role at a startup financial planning firm (where she earned ownership within just five years), as well as her advice on navigating the job market, building your career, and positioning yourself for future success.
You can find show notes and more information by clicking here: https://tinyurl.com/44f9rrf5 

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you!
Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch.
You can find show notes and more information by clicking here: https://bit.ly/3wfxYcY

Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode for you!
Listen in as Jeff dives into his academic achievements—balancing a near-perfect GPA with part-time work and volunteering—and his advice for those entering the field. You'll hear about his challenging path to securing a role at a hybrid RIA amidst the COVID-19 job market, the most fulfilling part of his career, and more.
You can find show notes and more information by clicking here: https://bit.ly/4aNCVIK

Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is for you!
Listen in as Kate shares her journey in the field, encompassing diverse roles from accounting to marketing, which exposed her to financial planning's benefits. You'll hear how her advisory stint wasn't her ultimate path (but facilitated impactful opportunities with the next generation), as well as the traits of successful next generation planners, career advice, and insights into Kate’s new business venture.
You can find show notes and more information by clicking here: https://bit.ly/4aMl0Ca