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New Planner Podcast

New Planner Podcast

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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.

Recent Episodes

  • Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

    6 days ago

  • Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

    2 weeks ago

  • Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

    3 weeks ago

  • Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

    4 weeks ago

  • Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

    1 month ago

  • Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh

    1 month ago

  • Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

    2 months ago

  • Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

    2 months ago

  • Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

    2 months ago

  • Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

    2 months ago