New Planner Podcast Podcast Por Caleb Brown arte de portada

New Planner Podcast

New Planner Podcast

De: Caleb Brown
Escúchala gratis

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.© 2020 New Planner Recruiting. All rights reserved. Economía Gestión Gestión y Liderazgo
Episodios
  • Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore
    Apr 10 2026

    What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and creator of the Amplified Planning Externship, shares how a unique program started during the pandemic and quickly grew into one of the most recognized learning experiences for aspiring financial planners.

    Listen in to learn how the Externship works, what participants actually do during the eight-week program, and why the community and real-world exposure make such a big impact on career direction. You'll learn who the Externship is for, what skills participants develop, and what to expect this year in terms of timing, pricing, and registration.

    You can find show notes and more information by clicking here: https://tinyurl.com/727erpwe

    Más Menos
    20 m
  • Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
    Apr 3 2026

    What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers.

    Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to starting his own firm from scratch. You'll also hear what it takes to build a strong company culture, attract top talent, and embrace imposter syndrome to become a better advisor.

    You can find show notes and more information by clicking here: https://tinyurl.com/yxa685fy

    Más Menos
    41 m
  • Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer
    Mar 27 2026

    What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a critical role in her transition, why starting with the Series 65 helped her test the waters, and how she navigated the uncertainty of breaking into a completely new industry.

    Listen in as Lisa opens up about the realities of taking a pay cut, working in a high-pressure, commission-based environment, and ultimately finding the right firm fit that prioritized mentorship and long-term growth. You'll hear about the pivotal moments that helped her make the leap and get practical insights for anyone considering a career change into financial planning.

    You can find show notes and more information by clicking here: https://tinyurl.com/bdz8p7dm

    Más Menos
    27 m
Todavía no hay opiniones