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.
SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold
Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results.
Listen in as they share what actions they took in the weeks leading up to the exam to stay focused and disciplined, the routines they followed on the exam day to ensure that they were relaxed and prepared, and more. You'll learn their best advice for test-takers to get through the exam first time. If you aspire to be a CFP certificate holder, this is the episode for you.
You can find show notes and more information by clicking here: https://bit.ly/2ZOI1BW
Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson
Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm.
Listen in as he explains why he left a position that was paying him close to $300k per year to start his own firm and the Jumpstart community. You will learn the value an aspiring financial professional will gain from the various resources and programs Dominique offers, as well as what skills he thinks new professionals need to develop to be successful long-term in financial planning. If you want to build your skills and add massive value to an employer, then this episode is for you.
You can find show notes and more information by clicking here: https://bit.ly/3ps8hfQ
Ep #21: Helping Your Clients Find Their Money Quotient with Amy Mullen
Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher client satisfaction.
Listen in as Amy discusses how the steps to create an evidenced-based client experience can be a differentiator from traditional financial planning firms, as well as several tools that help financial planners facilitate an effective goals and values exploratory process with clients and prospects. You'll learn how Amy manages her time as the leader of the organization and her tips for aspiring financial planners seeking a good fit.
You can find show notes and more information by clicking here: https://bit.ly/3tJdcfU
Ep #20: The Virtual CFP Career Path with Sue Chesney
Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide.
Listen in as Sue opens up about how she was suddenly thrust into managing a centralized financial planning department for a large insurance broker-dealer, what she learned from the experience, and how she approached her next career move after she was laid off. You'll learn what types of people are a good fit for the virtual CFP career path, what Sue looks for when hiring for her firm, and the income potential in the virtual planning world.
You can find show notes and more information by clicking here: https://bit.ly/36zWpSh
Ep #19: Understanding Your Unique Instincts for Success as a Financial Planner with David Kolbe
David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and effective way.
Listen as he discusses how the Kolbe A index (the firm's flagship product) was developed, what four action modes it measures, how it is different than a personality assessment, and how you can utilize it for massive success in both your personal and professional relationships. You'll learn whether there is an ideal financial planner candidate profile, as well as how organizations can use the Kolbe tools and methodology to improve hiring, develop training and career paths, and reduce turnover.
You can find show notes and more information by clicking here: https://bit.ly/39l6iFl
Ep #18: Finding Success by Failing Then Pivoting with Dave Grant
Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to join another firm or start his own.
Listen in as Dave discusses the changes he went through as he transitioned from employee to business owner, the niche he initially chose, and why it didn't work out. You’ll learn how he carried on through some tough times professionally, how his mindset shifted into pivoting to a structure that could generate the revenue he needed to support his family, and his best tips for job seekers.
You can find show notes and more information by clicking here: https://bit.ly/3o3J6zE
Customer ReviewsSee All
As a young professional looking to make a switch into the financial planning world, Caleb’s podcast has been a game-changer. It seems like there is an episode geared towards all of the questions that I run into as I continue to study and research. Thanks for the great resource!
Best Place to Start for New Planners
As a career-changer CFP Candidate, Caleb Brown & New Planner Recruiting’s resources always deliver. Great podcast!