Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
Release Date: 11/07/2025
Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
New Planner Podcast
Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you’re interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an advisor-turned-entrepreneur, this episode is for you! Listen in as Mark shares how a period of losing clients pushed him to change his business model, hire a coach, and get hyper-clear on his value proposition and service offering. He also opens up...
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Ep #259: Finding Your Right Career Fit with Lillian Turner
New Planner Podcast
Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leadership roles, and building a firm from scratch, this episode will be especially valuable. Listen in as Lillian opens up about how growing up watching her parents struggle with money disagreements shaped her desire to help others, leading her from an accounting major to finance and into her first financial planning internship through a career fair....
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Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
New Planner Podcast
Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re-entering the profession with confidence, or understanding what it’s like to experience an acquisition from the inside, this episode is for you! Listen in as Charlotte shares how she began college planning for a career in accounting or finance, but ultimately discovered financial planning through a family friend. You'll hear how she stepped away...
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Ep #257: Chemistry Major to CFP with Kelly Metzler
New Planner Podcast
Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into financial planning, understanding how to grow within an RIA, or seeing what it really looks like to rebuild your career after a relocation, this episode is for you! Listen in as Kelly shares how her love of science and math initially led her into lab work—until she realized it wasn’t fulfilling and began exploring business and finance. You'll...
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Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
New Planner Podcast
Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining your career path, moving from technical roles into client-facing planning, or learning what it takes to evolve into a mentor for newer planners, this episode is for you! Listen in as Vincent shares how he first chose his career path based on income potential—but soon discovered a deeper purpose after helping a star athlete's family member...
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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
New Planner Podcast
In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today’s hiring market, this episode is for you! Listen in as we unpack this year’s findings, from average salaries across experience levels to regional trends and differences between RIA, broker-dealer, bank, and insurance expectations. We also explore why...
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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
New Planner Podcast
Have you ever had to take a step back to move forward? That’s exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Emily shares what it was like to start over in her 30s, the lessons she learned from her mentor, and how asking the right questions helped her grow into her role as an associate planner. Her story is a reminder that stepping out of your comfort zone...
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Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
New Planner Podcast
Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that align with your values, this episode is for you! Listen in as Daniel shares how he initially dismissed financial planning as just investment sales but discovered his passion for it after landing a co-op position with a financial planning firm during...
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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
New Planner Podcast
Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick graduated from college. You'll hear how that experience inspired him to pursue more comprehensive...
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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
New Planner Podcast
Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also talks about her move across the country to start her first full-time role, the process of earning her...
info_outlineDaniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that align with your values, this episode is for you!
Listen in as Daniel shares how he initially dismissed financial planning as just investment sales but discovered his passion for it after landing a co-op position with a financial planning firm during COVID-19. He explains what he learned through that experience, why he decided to move on, and how he strategically targeted the RIA channel—even relocating across the country and accepting a pay cut to pursue the right opportunity. You'll hear about the mentorship and growth he’s experienced at his current firm, the lessons that have shaped his career path, and more.
You can find show notes and more information by clicking here: https://bit.ly/3WytKH8