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New Planner Podcast

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.

info_outline Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen 12/26/2025
info_outline Ep #259: Finding Your Right Career Fit with Lillian Turner 12/19/2025
info_outline Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan 12/12/2025
info_outline Ep #257: Chemistry Major to CFP with Kelly Metzler 12/05/2025
info_outline Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark 11/28/2025
info_outline Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry 11/21/2025
info_outline Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green 11/14/2025
info_outline Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski 11/07/2025
info_outline Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore 10/31/2025
info_outline Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis 10/24/2025
info_outline Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan 10/17/2025
info_outline Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne 10/10/2025
info_outline Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee 10/03/2025
info_outline Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker 09/26/2025
info_outline Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl 09/19/2025
info_outline Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul 09/12/2025
info_outline Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron 09/05/2025
info_outline Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden 08/29/2025
info_outline Ep #243: 21 Years at the Same Firm with Andrea Eaton 08/22/2025
info_outline Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich 08/15/2025
info_outline Ep #241: From Clergy to CFP with Samuel Kim 08/08/2025
info_outline Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff 08/01/2025
info_outline Ep #239: Thriving in a Hybrid Role with Matthew Gray 07/25/2025
info_outline Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu 07/18/2025
info_outline Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe 07/11/2025
info_outline Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau 07/04/2025
info_outline Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette 06/27/2025
info_outline Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood 06/20/2025
info_outline Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros 06/13/2025
info_outline Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman 06/06/2025
 
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