New Planner Podcast

New Planner Podcast

27 episodes

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.

Podcasts

Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Published: Jan. 5, 2024, noon
Duration: 28 minutes 54 seconds

Listed in: Business

Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Published: Dec. 29, 2023, noon
Duration: 32 minutes 21 seconds

Listed in: Business

Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Published: Dec. 22, 2023, noon
Duration: 30 minutes 28 seconds

Listed in: Business

Ep #160: How to Best Negotiate Compensation with Kate Dixon

Published: Dec. 15, 2023, noon
Duration: 29 minutes 36 seconds

Listed in: Business

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Published: Dec. 8, 2023, noon
Duration: 25 minutes 41 seconds

Listed in: Business

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Published: Dec. 1, 2023, noon
Duration: 23 minutes 51 seconds

Listed in: Business

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Published: Nov. 24, 2023, noon
Duration: 27 minutes 3 seconds

Listed in: Business

Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Published: Nov. 17, 2023, noon
Duration: 43 minutes 55 seconds

Listed in: Business

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Published: Nov. 10, 2023, noon
Duration: 22 minutes

Listed in: Business

Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Published: Oct. 27, 2023, 11 a.m.
Duration: 21 minutes 59 seconds

Listed in: Business

Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Published: Oct. 13, 2023, 11 a.m.
Duration: 27 minutes 13 seconds

Listed in: Business

Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry

Published: Oct. 6, 2023, 11 a.m.
Duration: 46 minutes 33 seconds

Listed in: Business

Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

Published: Sept. 29, 2023, 11 a.m.
Duration: 19 minutes 14 seconds

Listed in: Business

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Published: Sept. 22, 2023, 11 a.m.
Duration: 23 minutes 38 seconds

Listed in: Business

Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees

Published: Sept. 15, 2023, 11 a.m.
Duration: 27 minutes 14 seconds

Listed in: Business

Ep #149: Financial Literacy to Financial Planning with Dana Carney

Published: Sept. 8, 2023, 11 a.m.
Duration: 25 minutes 46 seconds

Listed in: Business

Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke

Published: Sept. 1, 2023, 11 a.m.
Duration: 27 minutes 56 seconds

Listed in: Business

Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore

Published: Aug. 25, 2023, 11 a.m.
Duration: 25 minutes 10 seconds

Listed in: Business

Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen

Published: Aug. 18, 2023, 11 a.m.
Duration: 26 minutes 43 seconds

Listed in: Business

Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere

Published: Aug. 11, 2023, 11 a.m.
Duration: 29 minutes 48 seconds

Listed in: Business

Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic

Published: Aug. 4, 2023, 11 a.m.
Duration: 26 minutes 20 seconds

Listed in: Business

Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale

Published: July 28, 2023, 11 a.m.
Duration: 24 minutes 40 seconds

Listed in: Business

Ep #142: Nanny to CFP in 3 years with Taylor Cole

Published: July 21, 2023, 11 a.m.
Duration: 25 minutes 33 seconds

Listed in: Business

Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

Published: July 14, 2023, 11 a.m.
Duration: 24 minutes 1 second

Listed in: Business

Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

Published: July 7, 2023, 11 a.m.
Duration: 28 minutes 25 seconds

Listed in: Business

Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Published: June 30, 2023, 11 a.m.
Duration: 30 minutes 10 seconds

Listed in: Business

Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale

Published: June 23, 2023, 11 a.m.
Duration: 26 minutes 3 seconds

Listed in: Business

Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars

Published: June 16, 2023, 11 a.m.
Duration: 31 minutes 37 seconds

Listed in: Business

Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero

Published: June 9, 2023, 11 a.m.
Duration: 29 minutes 17 seconds

Listed in: Business

Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

Published: June 2, 2023, 11 a.m.
Duration: 43 minutes 58 seconds

Listed in: Business

Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Published: May 26, 2023, 11 a.m.
Duration: 24 minutes 8 seconds

Listed in: Business

Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Published: May 19, 2023, 11 a.m.
Duration: 22 minutes 58 seconds

Listed in: Business

Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana

Published: May 12, 2023, 11 a.m.
Duration: 28 minutes 40 seconds

Listed in: Business

Ep #131: Financial Counselor to RIA Firm Owner with Liz Plot

Published: May 5, 2023, 11 a.m.
Duration: 25 minutes 15 seconds

Listed in: Business

Special Episode: Overview of the New Financial Planning Externship Program with Hannah Moore

Published: April 28, 2023, 11 a.m.
Duration: 22 minutes 25 seconds

Listed in: Business

Ep #130: Developing a Career as a Paraplanner with Alex Hopkin

Published: April 21, 2023, 11 a.m.
Duration: 22 minutes 46 seconds

Listed in: Business

Ep #129: Moving from Fee Only RIA to the Charitable Giving Dept at a University with Ryan Rasmussen

Published: April 14, 2023, 11 a.m.
Duration: 30 minutes 11 seconds

Listed in: Business

Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians

Published: April 7, 2023, 11 a.m.
Duration: 27 minutes 6 seconds

Listed in: Business

Ep #127: Finding Another Right Fit after Your Right Fit Firm Gets Acquired with Tom Rasmussen

Published: March 31, 2023, 11 a.m.
Duration: 25 minutes 5 seconds

Listed in: Business

Ep #126: Using Rejection as Motivation with William Thompson

Published: March 24, 2023, 11 a.m.
Duration: 24 minutes 12 seconds

Listed in: Business

Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

Published: March 17, 2023, 11 a.m.
Duration: 25 minutes 1 second

Listed in: Business

Ep #123: Finding the Right Team with Liv Olson

Published: March 3, 2023, noon
Duration: 23 minutes 33 seconds

Listed in: Business

Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Published: Feb. 24, 2023, noon
Duration: 22 minutes 42 seconds

Listed in: Business

Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Published: Feb. 17, 2023, noon
Duration: 30 minutes 55 seconds

Listed in: Business

Ep #120: College Football Player to CFP with Michael Branthover

Published: Feb. 10, 2023, noon
Duration: 27 minutes 52 seconds

Listed in: Business

Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Published: Feb. 3, 2023, noon
Duration: 23 minutes 39 seconds

Listed in: Business

Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Published: Jan. 27, 2023, noon
Duration: 25 minutes 55 seconds

Listed in: Business

Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington

Published: Jan. 20, 2023, noon
Duration: 24 minutes 58 seconds

Listed in: Business

Ep #116: Characteristics of a Rockstar Intern with Matt Benson

Published: Jan. 13, 2023, noon
Duration: 23 minutes 34 seconds

Listed in: Business

Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens

Published: Jan. 6, 2023, noon
Duration: 27 minutes 19 seconds

Listed in: Business

Ep #114: Prepping for the Job Market as a New College Grad with Dana McNulty

Published: Dec. 30, 2022, noon
Duration: 21 minutes 58 seconds

Listed in: Business

Ep #113: Transitioning from Banking to a Fee-Only RIA with Brittany Schultz and Michelle Kuehner

Published: Dec. 23, 2022, noon
Duration: 46 minutes 37 seconds

Listed in: Business

Ep #112: Entrepreneurship and Building Successful Businesses with Alan Moore and Michael Kitces

Published: Dec. 16, 2022, noon
Duration: 1 hour 6 minutes 44 seconds

Listed in: Business

Ep #111: From CFP Program to Paraplanner Role with Rose Porter and Jennifer Anderson

Published: Dec. 9, 2022, noon
Duration: 45 minutes 52 seconds

Listed in: Business

Ep #110: Office Manager to Paraplanner with Bethany Park

Published: Dec. 2, 2022, noon
Duration: 23 minutes 30 seconds

Listed in: Business

Ep #109: Nine Months into a New Planner Career with Abby Bennett and Bret Tagg

Published: Nov. 25, 2022, noon
Duration: 42 minutes 18 seconds

Listed in: Business

Ep #108: Giving Up Partnership and Starting Your Own Firm With Ethan Pepper

Published: Nov. 18, 2022, noon
Duration: 28 minutes 46 seconds

Listed in: Business

Ep #107: Evaluating Compensation and Benefits with Kelli Cruz

Published: Nov. 11, 2022, noon
Duration: 37 minutes 32 seconds

Listed in: Business

Ep #106: Transitioning from a Small Firm to Large Firm with Scarlett Che

Published: Nov. 4, 2022, 11 a.m.
Duration: 24 minutes 32 seconds

Listed in: Business

Ep #105: From Firefighter to Partner in 3 Years with Dan Malone

Published: Oct. 28, 2022, 11 a.m.
Duration: 25 minutes 55 seconds

Listed in: Business

Ep #104: From Pro Golfer to Financial Planner with James White

Published: Oct. 21, 2022, 11 a.m.
Duration: 26 minutes 44 seconds

Listed in: Business

Ep #103: Outsourced Data Entry and Training the Next Generation of Financial Planners with Carrie Jones

Published: Oct. 14, 2022, 11 a.m.
Duration: 25 minutes 29 seconds

Listed in: Business

Ep #102: From Professional Musician to Financial Planner with Saki Kurose

Published: Oct. 7, 2022, 11 a.m.
Duration: 22 minutes

Listed in: Business

Ep #101: Setting Yourself Apart with Angie Herbers

Published: Sept. 30, 2022, 11 a.m.
Duration: 23 minutes 53 seconds

Listed in: Business

Ep #100: The Why of New Planner Recruiting with Caleb Brown

Published: Sept. 23, 2022, 11 a.m.
Duration: 22 minutes 35 seconds

Listed in: Business

Ep #99: Finding The Right Path via Persistence and Intensity with Jenee Murphy

Published: Sept. 16, 2022, 11 a.m.
Duration: 29 minutes 12 seconds

Listed in: Business

Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage

Published: Sept. 9, 2022, 11 a.m.
Duration: 37 minutes 45 seconds

Listed in: Business

Ep #97: Teacher Turned Financial Planner with Keith Wayne

Published: Sept. 2, 2022, 11 a.m.
Duration: 21 minutes 51 seconds

Listed in: Business

Ep #96: Finding the Right Channel and Firm Structure with Melissa Barron and Jordan Slingo

Published: Aug. 26, 2022, 11 a.m.
Duration: 51 minutes 10 seconds

Listed in: Business

Ep #95: Re-entering the Profession after Building a Successful Firm and Selling it with John Gugle

Published: Aug. 19, 2022, 11 a.m.
Duration: 38 minutes 21 seconds

Listed in: Business

Ep #94: From Actress to Financial Planner with Sara Stollberger

Published: Aug. 12, 2022, 11 a.m.
Duration: 33 minutes 33 seconds

Listed in: Business

Ep #93: Helping Grow a Small Fee-Only Firm with Frank Fernandez

Published: Aug. 5, 2022, 11 a.m.
Duration: 26 minutes 4 seconds

Listed in: Business

Ep #92: How to Make Yourself More Marketable with Louis Diamond

Published: July 29, 2022, 11 a.m.
Duration: 24 minutes 39 seconds

Listed in: Business

Ep #91: Pivoting from a Failed Succession Plan with Cecil Staton

Published: July 22, 2022, 11 a.m.
Duration: 42 minutes 10 seconds

Listed in: Business

Ep #90: Finding the Right Path After Changing Careers with Steve Kampschmidt

Published: July 15, 2022, 11 a.m.
Duration: 28 minutes 25 seconds

Listed in: Business

Ep #89: How to Pass the Series 65 Exam with Shane Kozusko

Published: July 8, 2022, 11 a.m.
Duration: 30 minutes 28 seconds

Listed in: Business

Ep #88: Exhibiting Passion, Determination, and Grit to Get Hired with Jake Smail

Published: July 1, 2022, 11 a.m.
Duration: 31 minutes 35 seconds

Listed in: Business

Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon

Published: June 24, 2022, 11 a.m.
Duration: 36 minutes 7 seconds

Listed in: Business

Ep #86: Turning Down an 8 Figure Offer to Keep Building with John Fennig

Published: June 17, 2022, 11 a.m.
Duration: 32 minutes 10 seconds

Listed in: Business

Ep #85: Carving Your Own Path Outside of a Family Business with Dan Weiss

Published: June 10, 2022, 11 a.m.
Duration: 31 minutes 59 seconds

Listed in: Business

Ep #84: Moving Your Family Across the Country for a Good Fit with Stephen Nelson

Published: June 3, 2022, 11 a.m.
Duration: 29 minutes 52 seconds

Listed in: Business

Ep #83: Pursuing Financial Planning as a Divorced Single Mother of Five with Alisa Nguyen

Published: May 27, 2022, 11 a.m.
Duration: 28 minutes 32 seconds

Listed in: Business

Ep #82: What Firm Owners Look For In Their First Hire with Kali and Eric Roberge

Published: May 20, 2022, 11 a.m.
Duration: 31 minutes 16 seconds

Listed in: Business

Ep #81: How to Pass the SIE Exam with Josh Brumbach and Garrett Klinger and Landon Powell

Published: May 13, 2022, 11 a.m.
Duration: 38 minutes 21 seconds

Listed in: Business

Ep #80: Transitioning from the Hospitality Industry to Financial Planning with Chloe Denning

Published: May 6, 2022, 11 a.m.
Duration: 25 minutes 57 seconds

Listed in: Business

Ep #79: Starting and Succeeding as a Cohort with Karlyn Jones, Carolyn Stewart, and Carman Franklin

Published: April 22, 2022, 11 a.m.
Duration: 51 minutes 11 seconds

Listed in: Business

Ep #78: Entering Financial Planning via the Cold Calling Route with Jun Shim

Published: April 15, 2022, 11 a.m.
Duration: 28 minutes 33 seconds

Listed in: Business

Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock

Published: April 8, 2022, 11 a.m.
Duration: 34 minutes 18 seconds

Listed in: Business

Ep #76: Having Success as a Financial Planner as an Introvert with Emily Haberkern

Published: April 1, 2022, 11 a.m.
Duration: 29 minutes 5 seconds

Listed in: Business

Ep #75: From Property and Casualty Agent to Financial Planner with Sandy Russ

Published: March 25, 2022, 11 a.m.
Duration: 28 minutes 36 seconds

Listed in: Business

Ep #74: Employee to Entrepreneur with Maria King

Published: March 18, 2022, 11 a.m.
Duration: 28 minutes 18 seconds

Listed in: Business

Ep #73: Transitioning from the Military to Financial Planning with Stephen Maggard

Published: March 11, 2022, noon
Duration: 34 minutes 28 seconds

Listed in: Business

Ep #72: Associate Planner to CEO with Matt Elliott

Published: March 4, 2022, noon
Duration: 42 minutes 40 seconds

Listed in: Business

Ep #71: From Wholesaler to Fee-Only Planner with Jason Black and Lee Strongwater

Published: Feb. 25, 2022, noon
Duration: 42 minutes 44 seconds

Listed in: Business

Ep #70: Insights from a Chief Talent Officer with Nate Nassif

Published: Feb. 18, 2022, noon
Duration: 32 minutes 14 seconds

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Ep #69: How to Become a Top Tier Candidate with Jayla Blakemore

Published: Feb. 11, 2022, noon
Duration: 33 minutes 32 seconds

Listed in: Business

Ep #68: From Practice Management Consultant to Financial Planner with Paul Brown

Published: Feb. 4, 2022, noon
Duration: 33 minutes 40 seconds

Listed in: Business

Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)

Published: Jan. 28, 2022, noon
Duration: 24 minutes 42 seconds

Listed in: Business

Ep #66: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 1)

Published: Jan. 21, 2022, noon
Duration: 21 minutes 21 seconds

Listed in: Business

Ep #65: How To Get Your Foot in The Door When Changing Careers with Matt Goren

Published: Jan. 14, 2022, noon
Duration: 28 minutes 35 seconds

Listed in: Business

Ep #64: Transitioning From a Broker Dealer to a Tax and Financial Planning Firm with Carol Ann Casebolt

Published: Jan. 7, 2022, noon
Duration: 27 minutes 37 seconds

Listed in: Business

Ep #63: Working Your Way Up to Director of Financial Planning with Kim Basenback

Published: Dec. 31, 2021, noon
Duration: 29 minutes 38 seconds

Listed in: Business

Ep #62: From Junior College to Financial Planner with Jenny Hood

Published: Dec. 24, 2021, noon
Duration: 27 minutes 35 seconds

Listed in: Business

Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland

Published: Dec. 17, 2021, noon
Duration: 26 minutes 58 seconds

Listed in: Business

Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce

Published: Dec. 10, 2021, noon
Duration: 28 minutes 3 seconds

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Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara

Published: Dec. 3, 2021, noon
Duration: 25 minutes 23 seconds

Listed in: Business

Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano

Published: Nov. 26, 2021, noon
Duration: 28 minutes 31 seconds

Listed in: Business

Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan - Part 2

Published: Nov. 19, 2021, noon
Duration: 27 minutes 45 seconds

Listed in: Business

Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan

Published: Nov. 12, 2021, noon
Duration: 23 minutes 37 seconds

Listed in: Business

Ep #55: Pivoting Away From Tax Accounting to Financial Planning with Cole Christian

Published: Nov. 5, 2021, 11 a.m.
Duration: 31 minutes 31 seconds

Listed in: Business

Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman

Published: Oct. 29, 2021, 11 a.m.
Duration: 27 minutes 46 seconds

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Ep #53: From Admin Assistant to CEO with Tina Mistry

Published: Oct. 22, 2021, 11 a.m.
Duration: 27 minutes 35 seconds

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SPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis Rosa

Published: Oct. 15, 2021, 11 a.m.
Duration: 39 minutes 8 seconds

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Ep #52: Re-entering the Workforce After Raising Children with Deanna Tomasetti and Sophie Leahy

Published: Oct. 8, 2021, 11 a.m.
Duration: 1 hour 1 minute 53 seconds

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Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez

Published: Oct. 1, 2021, 11 a.m.
Duration: 41 minutes 41 seconds

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Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens

Published: Sept. 24, 2021, 11 a.m.
Duration: 31 minutes 51 seconds

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Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes

Published: Sept. 17, 2021, 11 a.m.
Duration: 27 minutes 28 seconds

Listed in: Business

Ep #48: Tax Planning and Preparation Career Focus with Sam Nguyen

Published: Sept. 10, 2021, 11 a.m.
Duration: 28 minutes 13 seconds

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Ep #47: Selecting the Right CFP Program with Dr. Vickie Hampton

Published: Sept. 3, 2021, 11 a.m.
Duration: 26 minutes 58 seconds

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Ep #46: Entering the Financial Planning Profession as a Non-Traditional Student with Taynia Vakapuna

Published: Aug. 27, 2021, 10 a.m.
Duration: 27 minutes 54 seconds

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Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin

Published: Aug. 20, 2021, 11 a.m.
Duration: 1 hour 40 seconds

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Ep #44: Joining a Firm to Serve LGBTQ+ Clients with Pietro Messina

Published: Aug. 13, 2021, 11 a.m.
Duration: 29 minutes 52 seconds

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Ep #43: Taking Control of Your Career with Brandon Odell - Part 2 of 2

Published: Aug. 6, 2021, 11 a.m.
Duration: 24 minutes 41 seconds

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Ep #42: Taking Control of Your Career with Brandon Odell - Part 1 of 2

Published: July 30, 2021, 11 a.m.
Duration: 26 minutes 59 seconds

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SPECIAL EPISODE: Compensation Data Points for New Planners with Caleb Brown and Jesse Lineberry

Published: July 23, 2021, 11 a.m.
Duration: 35 minutes 34 seconds

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Ep #41: New Planner Turned Hiring Manager with Sean Alford

Published: July 16, 2021, 11 a.m.
Duration: 29 minutes 26 seconds

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Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor

Published: July 9, 2021, 11 a.m.
Duration: 31 minutes 16 seconds

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Ep #39: Portfolio Management Career Focus with Alex Jenkins

Published: July 2, 2021, 11 a.m.
Duration: 30 minutes 47 seconds

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Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley

Published: June 25, 2021, 11 a.m.
Duration: 28 minutes 1 second

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Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan

Published: June 18, 2021, 11 a.m.
Duration: 33 minutes 8 seconds

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Ep #36: Successful Leadership with Sameer Somal

Published: June 11, 2021, 11 a.m.
Duration: 33 minutes 48 seconds

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Ep #35: From New Planner to Partner in 7 Years with Ben Peters

Published: June 4, 2021, 11 a.m.
Duration: 32 minutes 59 seconds

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Ep #34: Getting Hired in Financial Planning with Shannon OToole

Published: May 28, 2021, 11 a.m.
Duration: 27 minutes 39 seconds

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Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton

Published: May 21, 2021, 11 a.m.
Duration: 48 minutes 59 seconds

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Ep #32: Securing Clients as a New Planner with Taylor Schulte

Published: May 14, 2021, 11 a.m.
Duration: 35 minutes 47 seconds

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Ep #31: From Making Wine to Making Partner in a Firm with Landon Tymochko

Published: May 7, 2021, 11 a.m.
Duration: 32 minutes 41 seconds

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SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore

Published: April 30, 2021, 11 a.m.
Duration: 43 minutes 24 seconds

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Ep #30: Transitioning from Engineering to Financial Planning with Aaron Grey

Published: April 23, 2021, 11 a.m.
Duration: 30 minutes 26 seconds

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Ep #29: Pursuing a Career in Media with Erica Crane and Matt Nelson

Published: April 16, 2021, 11 a.m.
Duration: 56 minutes 41 seconds

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Ep #28: Financial Therapy Overview with Nathan Astle

Published: April 9, 2021, 11 a.m.
Duration: 32 minutes 41 seconds

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Ep #27: Exploring a Career in Fintech with Soraya Morris

Published: April 2, 2021, 11 a.m.
Duration: 26 minutes

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Ep #26: Changing Careers to Establish a Financial Coaching Business with Tracey Bissett

Published: March 26, 2021, 11 a.m.
Duration: 29 minutes 17 seconds

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Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan

Published: March 19, 2021, 11 a.m.
Duration: 36 minutes 54 seconds

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Ep #24: Moving Across the Country to Get the Job of Your Dreams with Coleburn Spence

Published: March 12, 2021, noon
Duration: 32 minutes 33 seconds

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Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets

Published: March 5, 2021, noon
Duration: 33 minutes 5 seconds

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SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold

Published: Feb. 26, 2021, noon
Duration: 1 hour 38 seconds

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Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson

Published: Feb. 19, 2021, noon
Duration: 37 minutes 36 seconds

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Ep #21: Helping Your Clients Find Their Money Quotient with Amy Mullen

Published: Feb. 12, 2021, noon
Duration: 37 minutes 1 second

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Ep #20: The Virtual CFP Career Path with Sue Chesney

Published: Feb. 5, 2021, noon
Duration: 38 minutes 19 seconds

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Ep #19: Understanding Your Unique Instincts for Success as a Financial Planner with David Kolbe

Published: Jan. 29, 2021, noon
Duration: 39 minutes 7 seconds

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Ep #18: Finding Success by Failing Then Pivoting with Dave Grant

Published: Jan. 22, 2021, noon
Duration: 26 minutes 54 seconds

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Ep #17: Pursuing a Career in Academia While Running Your Own Firm with Inga Timmerman

Published: Jan. 15, 2021, noon
Duration: 30 minutes 18 seconds

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Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus

Published: Jan. 8, 2021, noon
Duration: 30 minutes 37 seconds

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Ep #15: Starting a Firm Because You Can't Find a Fit with Betty Wang

Published: Jan. 1, 2021, noon
Duration: 32 minutes 33 seconds

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Ep #14: A Career in Operations as a CFP with Dennis Moore

Published: Dec. 25, 2020, noon
Duration: 34 minutes 15 seconds

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Ep #13: The Basics of A Successful Succession Plan with Christine Sjolin

Published: Dec. 18, 2020, noon
Duration: 35 minutes 14 seconds

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Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross

Published: Dec. 11, 2020, noon
Duration: 48 minutes 59 seconds

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Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson

Published: Dec. 4, 2020, noon
Duration: 35 minutes 2 seconds

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Ep #10: Building Your Skills As A CFP Student with Anabelle Sanko

Published: Nov. 27, 2020, noon
Duration: 29 minutes 48 seconds

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SPECIAL EPISODE: Compensation Data Points for Newer Planners with Caleb Brown

Published: Nov. 20, 2020, noon
Duration: 14 minutes 9 seconds

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Ep #08: NAPFA Genesis Professional Community for New Planners with Ben Jacobs

Published: Nov. 6, 2020, noon
Duration: 31 minutes 43 seconds

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Ep #07: FPA Nexgen Professional Community for New Planners with Joey Stemmle

Published: Oct. 30, 2020, 11 a.m.
Duration: 37 minutes 20 seconds

Listed in: Business

Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller

Published: Oct. 23, 2020, 11 a.m.
Duration: 31 minutes 3 seconds

Listed in: Business

Ep #05: Understanding the Fee-Only Professional Association with Geof Brown

Published: Oct. 16, 2020, 11 a.m.
Duration: 28 minutes 5 seconds

Listed in: Business

Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris

Published: Oct. 9, 2020, 11 a.m.
Duration: 52 minutes 26 seconds

Listed in: Business

Ep #03: Career Options for a CFA Charterholder with Mario Nardone

Published: Oct. 2, 2020, 11:02 a.m.
Duration: 29 minutes 27 seconds

Listed in: Business

Ep #02: Overcoming Discrimination and Racism: The Career of Chloe Moore

Published: Oct. 2, 2020, 11:01 a.m.
Duration: 33 minutes 23 seconds

Listed in: Business

Ep #01: Yusuf and Bryan - Succession Planning from a G2 Perspective

Published: Sept. 29, 2020, 1:27 p.m.
Duration: 1 hour 17 minutes 41 seconds

Listed in: Business