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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 #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss 05/30/2025
info_outline Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin 05/23/2025
info_outline Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan 05/16/2025
info_outline Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss 05/09/2025
info_outline Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden 05/02/2025
info_outline Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt 04/25/2025
info_outline Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli 04/18/2025
info_outline Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski 04/11/2025
info_outline Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore 04/04/2025
info_outline Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis 03/28/2025
info_outline Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg 03/21/2025
info_outline Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu 03/14/2025
info_outline Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll 03/07/2025
info_outline Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge 02/28/2025
info_outline Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee 02/21/2025
info_outline Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith 02/14/2025
info_outline Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle 02/07/2025
info_outline Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett 01/31/2025
info_outline Ep #214: Engineer to Certified Financial Planner with Justin Rice 01/24/2025
info_outline Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil 01/17/2025
info_outline Ep #212: Passing the CFP Exam with Brett Danko 01/10/2025
info_outline Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley 01/03/2025
info_outline Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh 12/27/2024
info_outline Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler 12/20/2024
info_outline Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee 12/13/2024
info_outline Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde 12/06/2024
info_outline Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen 11/29/2024
info_outline Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas 11/22/2024
info_outline Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad 11/15/2024
info_outline Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney 11/08/2024
 
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