New Planner Podcast
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling
Duración:00:31:49
Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
Duración:00:25:40
Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
Duración:00:25:13
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
Duración:00:27:16
Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
Duración:00:20:16
Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
Duración:00:21:10
Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
Duración:00:24:57
Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
Duración:00:32:54
Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker
Duración:00:29:42
Ep #172: Finding a Fit as a Paraplanner with Joey Covolo
Duración:00:25:47
Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
Duración:00:38:37
Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
Duración:00:24:15
Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel
Duración:00:21:11
Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips
Duración:00:25:01
Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard
Duración:00:23:12
Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
Duración:00:28:55
Ep #166: Managing a Paint Store to CFP with Nathan McDuffee
Duración:00:23:12
Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell
Duración:00:28:09
Ep #164: How to Get Your Foot in the Door with Daniel Yerger
Duración:00:28:09
Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards
Duración:00:28:54