Claim OwnershipNew 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.
275 Episodes
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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. You'll hear how she was unexpectedly pushed into a lead advisor role at a large RIA when her boss left—which ultimately showed her it wasn't the long-term fit she wanted—as well as what led her to start her own firm and how she's navigated both the flexibility and challenges of entrepreneurship. You can find show notes and more information by clicking here: https://bit.ly/3Kl736Q
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 after a few years (and later returned by joining her second firm), what it was like when her firm was acquired by a large RIA aggregator, and more. You can find show notes and more information by clicking here: https://bit.ly/4iC3UMD
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 learn how an internship at a large bank became a full-time role, what motivated her transition to the RIA space, and how she advanced in her first firm before relocating to California and starting over at her current company. We also discuss how her responsibilities expanded as the firm grew, as well as which parts of her career she finds both the most fun and the most challenging. You can find show notes and more information by clicking here: https://bit.ly/4if1nYz
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 navigate complex financial decisions. You'll hear how he started his career at a large firm, later pursuing a client-facing position, and ultimately found the right fit at his current firm. Vincent also reflects on his transition into a leadership role, where he now mentors younger planners and helps guide the next generation of professionals. You can find show notes and more information by clicking here: https://bit.ly/3LIED6P
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 paraplanner salaries jumped, why student expectations stayed flat, and what's fueling the surge toward the RIA channel. You'll hear actual offer data from this year's placements, as well as how AI and internship compensation are shaping entry-level roles as firms plan for 2025. You can find show notes and more information by clicking here: https://bit.ly/4p6NmOx
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 can lead to something even more fulfilling. You can find show notes and more information by clicking here: https://tinyurl.com/bdfyd3pu
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 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
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 financial planning, ultimately leading him to start his own firm. Patrick also reflects on the mistakes he made early on, the lessons learned, and how he successfully grew his business over time. You can find show notes and more information by clicking here: https://bit.ly/43tluf5
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 licenses and completing CFP coursework, and how her responsibilities have evolved as her career has grown. You'll learn how Haley faced and overcame age discrimination and turned it into motivation for success. You can find show notes and more information by clicking here: https://bit.ly/3W5H31t
Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you! Listen in as Mary Ann shares how she discovered her passion for financial planning, took the initiative to pursue her education, and landed her first position. You'll learn how she passed the CFP exam, how her firm is structured, and the details of her service model and fee schedule. She also opens up about what inspired her to launch her own firm just six months ago, as well as how earning her CFP certification boosted her confidence as a planner and business owner. You can find show notes and more information by clicking here: https://bit.ly/4h8W5NI
Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you! Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, where he now builds financial plans in a centralized planning role. He also explains how he pursued additional technical specialties, including college and student loan planning, to deepen his expertise and expand the value he brings. You'll learn how long it took him to feel comfortable with the software, the challenges he's faced, and his advice for navigating the learning curve. You can find show notes and more information by clicking here: https://bit.ly/4nrWEEz
Today I'm joined by two guests from Strategic Financial Planning: Bryan Lee, the firm's founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling a firm, growing as a new planner with the right mentorship, or picking up practical tips for entrepreneurial success. Listen in to hear how Bryan launched his own firm at just 27, grew it strategically, and focused on hiring and developing new planners. Valerie reflects on what inspired her to pursue the financial planning program, how she connected with Bryan, and why their professional partnership has been such a strong fit. You'll learn how Valerie has grown her confidence, Bryan's perspective on sustaining and scaling a firm, and the lessons they both learned along the way. You can find show notes and more information by clicking here: https://bit.ly/3K9sozB
Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial planning, this episode is for you! Listen in as Kristin reflects on her career in banking, corporate America, and her time as a stay-at-home mom before stepping into her current role. Jeanna explains how starting right after college and working at two RIAs positioned her to join Cordis, transition the firm from a broker-dealer to an RIA, become a partner, and eventually buy out the founding partner. Together, they discuss why Jeanna hired Kristin, why their collaboration has been such a strong fit, and what they've learned while growing in the profession. You can find show notes and more information by clicking here: https://tinyurl.com/4np6rc9j
Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you! Listen in as Caroline shares how she went from pursuing her dream job at Nike in brand management to realizing it wasn't the long-term path she wanted. She explains how she pivoted to join her father's financial planning firm, starting from the ground up before becoming an advisor, then a partner—and eventually buying the firm. Caroline also opens up about merging her firm shortly after, as well as the challenges she's faced along the way. You can find show notes and more information by clicking here: https://bit.ly/46syJ1D
Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won't want to miss this episode! Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come with starting and scaling a firm. They also open up about rethinking career choices and finding the right fit in the profession. You'll learn how they've grown their firm together, built a strong culture, and created a quality control plan to support future growth. You can find show notes and more information by clicking here: https://bit.ly/45T8hNk
Xander Larsen and Matt Pyron are associate advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving professionals. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add value as an associate advisor, this episode is for you! Listen in as Xander and Matt share how their journeys have paralleled each other, from the mentors who guided them to the skills they developed through school jobs and early career roles. You'll learn what made 5280 a great fit for both of them, the training and mentorship they've received, the value they've contributed, and the important lessons they learned along the way. You can find show notes and more information by clicking here: https://bit.ly/45MJ1bm
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
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