New Planner Podcast

Caleb Brown
  • 4.7 (23)
  • 管理
  • 一周一更
New Planner Podcast

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.

  1. Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

    5天前

    Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

    Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client relationship, this episode is for you! Listen in as Malee and Jessie share how they got started in the field, as well as how Malee’s role, responsibilities, and confidence have grown over the last six months—along with her future aspirations. You'll gain valuable insights on building trust with clients, developing confidence, and working effectively with a senior advisor. You can find show notes and more information by clicking here: https://bit.ly/4i3yZaG

    35 分钟
  2. Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge

    2月28日

    Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge

    Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment management, this episode is for you! Listen in as Conner shares how his career path took him from finance to accounting, and a job at a Big Four firm, before he realized he wanted to make a greater impact by helping people directly. He also discusses his transition to an RIA, how he got his foot in the door, and how he developed his financial planning expertise before moving to a new firm where he balanced financial planning and investment management. You'll hear how he quickly climbed the ranks, his tips for newer planners, and why he chose to run a firm rather than start his own. You can find show notes and more information by clicking here: https://bit.ly/4gEZ924

    26 分钟

  3. 2月21日

    Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

    What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss! Listen in as Dan explains why he turned down an opportunity to join his father’s firm, chose to travel the world, and later founded his own firm with a vision for long-term client relationships. You'll also hear Chris share how his own travels led to a remote job interview with Dan, and why he ultimately chose to work at a small firm instead of a large one. They discuss their firm’s hybrid fee structure, the ups and downs of starting and growing a firm, and how Chris overcame imposter syndrome as he stepped into a larger advisory role. You can find show notes and more information by clicking here: https://bit.ly/42Pd0zu

    36 分钟
  4. Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

    2月14日

    Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

    My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you! Listen in to hear about Ed’s experience working in various financial channels before starting his own RIA after 13 years at a credit union, as well as Zubin's transition from the Merchant Marines to corporate America before joining a small RIA to make a greater impact. You'll learn how Ed grew his firm, valuable tips on career transitions and becoming a stronger job candidate, and more. You can find show notes and more information by clicking here: https://bit.ly/4aMHeVL

    41 分钟
  5. Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

    2月7日

    Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

    Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you! Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a master’s program and his Series 65 exam while launching his firm on the side—until his employer found out and terminated him. He recounts the challenges of starting his own firm with four young children at home, the ups and downs of entrepreneurship, and how constant iterations to his service and pricing model helped him gain traction. You can find show notes and more information by clicking here: https://bit.ly/4hBPuue

    30 分钟
  6. Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

    1月31日

    Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

    Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you! Listen in as Jill shares how her background in psychology led her to consulting for wealth management firms, driven by a desire to ultimately help the American consumer. She discusses common challenges firms face, including managing remote work, improving soft skills in early-career planners, and fostering strong relationships between employees and firm owners. Don't miss her insights into how the next generation of planners will shape the profession and approach compensation conversations. You can find show notes and more information by clicking here: https://bit.ly/4g0smnR

    26 分钟
  7. Ep #214: Engineer to Certified Financial Planner with Justin Rice

    1月24日

    Ep #214: Engineer to Certified Financial Planner with Justin Rice

    Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you! Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many people needed help with personal finance. He recounts how he completed his CFP coursework while finishing his engineering degree, as well as how he found his first job opportunity and ultimately leveraged his study group to secure his ideal role. You'll hear valuable tips on improving your sales skills, key insights for new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3PCgNZm

    31 分钟
  8. Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

    1月17日

    Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

    Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion, ultimately securing an internship that led to a full-time role. She explains how her desire to break away from traditional firm models inspired her to start her own firm, as well as the challenges and lessons she learned from merging her firm, dissolving the merger, and relaunching her business. You can find show notes and more information by clicking here: https://bit.ly/4fZVIms

    32 分钟
查看全部 234 集

4.7
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关于

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.

信息

  • 创作者
    Caleb Brown
  • 活跃年份
    2020年 - 2025年
  • 单集
    234
  • 分级
    儿童适宜
  • 版权
    © 2020 New Planner Recruiting. All rights reserved.
  • 节目网站
    New Planner Podcast

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