Episode #23: Caleb Brown, CFP®
Update: 2025-07-21
Description
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia.
Caleb shares his unique journey from struggling new grad to becoming a leader in placing next-generation talent at fee-only RIAs.
We cover:
- How Caleb balances three careers at once
- Why the CFP® designation remains the gold standard
- Common mistakes job seekers and firm owners make during hiring
- What candidates should really look for in a first job (hint: it’s not just salary!)
- The evolving career paths in financial planning and why the RIA channel continues to grow
Whether you’re a student, career changer, or firm owner, this episode is packed with insights on career growth, practice management, and building a meaningful career in financial planning.
Connect with Caleb: New Planner Recruiting | New Planner Podcast
Listen in and get practical takeaways for your career in financial planning!
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