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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.
259 Episodes
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Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empower women through financial planning. If you’re interested in hearing how she built a meaningful career in financial planning while staying true to her values, you won’t want to miss this conversation. Listen in as Megan shares why she initially resisted going to college, but ultimately found her way to a small program in financial planning that matched her passions—and led to an internship turned full-time role. You'll hear about the challenges of relocating to a new city, working with a new clientele, and finding her footing with a new firm. Megan also opens up about leaving behind the security of a salary, the risks and rewards of betting on herself, and what she’s learned from each transition. You can find show notes and more information by clicking here: https://bit.ly/4miP6Dv
Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career path. If you're interested in building a long-term career with one firm, finding the right cultural fit, or learning how to develop and mentor new planners, this episode is for you! Listen in as Andrea shares her journey from the financial planning program at Texas Tech University to her current firm, where she started as an intern and has now been for over 20 years. She discusses how she landed her internship, the alignment of timing, values, and culture, and how her role has evolved alongside her career growth. Andrea also explains how her firm’s resident program supports both client needs and the training of entry-level planners, as well as why she’s stayed with the same firm throughout her career. You can find show notes and more information by clicking here: https://bit.ly/4meuVGS
Dustin Cidorowich is an Associate Financial Planner at R.W. Rogé & Company and he joins the show today to share his journey from corporate America to an entry-level financial planner position. If you're interested in making a career change into financial planning, understanding the realities of entry-level roles, or learning how to grow and thrive in a firm, this episode is for you! Listen in as Dustin shares how he made the leap from corporate America to a financial planning role - navigating a significant pay cut to pursue a more fulfilling career. He talks about how his responsibilities have expanded, the steepest learning curves he's faced, and how he brings value to his firm. Stay tuned to hear what he finds most enjoyable about the job and his advice for aspiring financial planners. You can find show notes and more information by clicking here: https://bit.ly/46y1Zo9
Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you! Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He discusses how networking helped him land his first role at a small firm, where he added value, grew his responsibilities, and sharpened his planning skills. Stay tuned to hear how he navigated an unexpected job transition and what he learned in the process. You can find show notes and more information by clicking here: https://bit.ly/40yH9Bo
Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journey’s brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you! Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy through a traditional degree that lacked mentorship, prompting him to start his own fee-only firm, and Sage from a background in social work that eventually brought her to the CFP program. They discuss how Jeremy developed as a manager and leader, and how Sage has quickly added value and grown within the firm. Stay tuned for insights on growth, collaboration, and building a fulfilling career in financial planning. You can find show notes and more information by clicking here: https://bit.ly/411Ufak
Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for the profession. He opens up about the challenges of finding his first opportunity, how earning key licenses helped him get started, and why he ultimately left a firm he once thought he'd stay with long term. Matthew also offers insights on client transitions and advice for new planners. You can find show notes and more information by clicking here: https://bit.ly/4kAPefT
Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him learn about different roles and channels, setting him on the path to transition into financial planning. He discusses his job search journey, including networking, interviewing, and navigating rejection, along with his early experiences in client meetings and mentorship at his firm. You'll also hear how Wilson has advanced in his career, the ways he adds value to his team, and his strategies for overcoming imposter syndrome. You can find show notes and more information by clicking here: https://bit.ly/4lj9CmV
John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his success in financial planning. He also explains what motivated him to launch his own firm and acquire a tax practice, how he navigated the challenges of starting with zero clients, and what he's focusing on now. You can find show notes and more information by clicking here: https://bit.ly/4ltOlY1
Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you! Listen in as Shai shares how she began her career in Corporate America while coaching on the side, only to realize that coaching alone didn’t offer the depth she wanted. You'll hear how a few informational interviews helped shift her perception of financial planning, why she’s still in her corporate role, how she attracts clients, and the challenges she navigates while running her firm. You can find show notes and more information by clicking here: https://bit.ly/449LLjB
Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is for you! Listen in as Joseph shares how he discovered the financial planning major, the coursework he’s completed, and how he’s grown as a leader through involvement in his program. He also discusses his role in his school’s peer financial literacy initiative and how it’s shaping his future career. You'll hear what he’s looking for in an employer, what excites him most about joining the profession, and more. You can find show notes and more information by clicking here: https://bit.ly/3ZuV6ji
Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in financial planning through a campus job board, which eventually led her to realize the insurance channel wasn’t the right fit and brought her to Paradigm. Michelle discusses founding Paradigm and the thoughtful process of bringing Kathleen onto the team, highlighting the value she adds. Together, they offer a candid look at the challenges they've faced, how they've grown in their careers, and what they anticipate for the future of financial planning. You can find show notes and more information by clicking here: https://bit.ly/4jYRCNf
Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this episode is for you! Listen in as Gloria shares how her experience growing up in a financially struggling immigrant family shaped her interest in financial planning. She talks about learning to manage her own finances after graduating from UCLA and how conducting informational interviews helped her land her first role in the industry. Gloria also walks through her career path from a small firm to a large one, her journey with the Series 65 exam, and her passion for giving back to her community. You can find show notes and more information by clicking here: https://bit.ly/3HN5Umx
Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast, joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In this episode, he pulls back the curtain on how identifying a persistent industry pain point sparked the creation of his fintech startup, where he sees the future of advice heading next, and more. Listen in as he opens up about his early success in the insurance channel, how he overcame a fear of selling, and how he eventually launched his firm. If you're curious about blending purpose with profit, making the leap from advisor to entrepreneur, or using tech to drive meaningful change in financial services, you won’t want to miss this conversation. You can find show notes and more information by clicking here: https://bit.ly/4kDuch1
Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple internships during school. He also walks through how he landed his first full-time role, the career decisions that led him to start his own firm, and the eventual merger with another firm. You'll hear about the challenges he faced in both launching and merging a firm—and why the journey has been worth it. You can find show notes and more information by clicking here: https://bit.ly/438MDo0
Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father’s career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more. You can find show notes and more information by clicking here: https://bit.ly/432kAXu
Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen in as Blake shares how he got involved, what makes NexGen unique, and the real impact it’s had on his career. He highlights upcoming programs, in-person events, and the value of the online community for connection, learning, and professional growth. Whether you’re looking to expand your network or find your footing in the industry, don't miss hearing how new planners can join and use NexGen to enhance their careers. You can find show notes and more information by clicking here: https://bit.ly/4mbzvpO
Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research financial planning and ultimately pursue it as a career. He explains how he landed his first position in the field, why he made the leap to join a startup, and how his role has evolved since then. You'll also hear the lessons he's learned from his journey so far, insights on career development, and more. You can find show notes and more information by clicking here: https://tinyurl.com/vndrenrb
Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her major. She discusses how she leveraged a family connection to land a two-year rotational program at a large Midwest-based RIA, as well as the valuable experiences she gained during that time. You'll hear the challenges she faced, her tips for new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3S2ujGF
Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planner, this episode is for you! Listen in as Daniel shares how he began his CFP coursework while living in Nepal, passed the exam, and landed his first role as an associate financial planner in a firm that turned out to be a great fit. He discusses how he has worked his way up and grown alongside the firm and shares tips on career growth, as well as advice for new planners entering the profession. You can find show notes and more information by clicking here: https://bit.ly/3EDosod
Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you! Listen in as Mike shares why he chose financial planning over accounting, how he landed his first role, and how his responsibilities evolved as he advanced within his firm. He also walks through what he was looking for in a role, how he strategically moved up the career ladder, and how his background in the restaurant industry helped him develop key skills. You can find show notes and more information by clicking here: https://tinyurl.com/2nde9xhc
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