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New Planner Podcast

New Planner Podcast

Caleb Brown

316 episodesEN

Show overview

New Planner Podcast has been publishing since 2020, and across the 6 years since has built a catalogue of 316 episodes. That works out to roughly 160 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run twenty to thirty-five minutes — most land between 26 min and 33 min — and the run-time is fairly consistent across the catalogue. It is catalogued as a EN-language Business show.

The show is actively publishing — the most recent episode landed 6 days ago, with 40 episodes already out so far this year. Published by Caleb Brown.

Episodes
316
Running
2020–2026 · 6y
Median length
29 min
Cadence
Weekly

From the publisher

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.

Latest Episodes

View all 316 episodes

Ep #298: Leaving the Legal Profession and Launching a Firm with No Experience with Zachary Zwillinger

Oct 2, 202626 min

Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera

Sep 25, 202623 min

Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska

Sep 18, 202632 min

Ep #295: Changing Careers to Become a CFP with Adam Van Deusen

Sep 11, 202628 min

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Sep 4, 202627 min

Ep #294: Intern to Partner with Brittany Brinckerhoff

Aug 28, 202623 min

Ep #293: Family Office to RIA with Lonniece McDonald

Aug 21, 202623 min

Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool

Aug 14, 202628 min

Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard

Aug 7, 202625 min

Ep #290: English Teacher to CFP with Andrew Bencivenga

Jul 31, 202625 min

Ep #289: Launching Your Own Firm After 14 Years as an Employee with Nick Scheibner

Jul 24, 202632 min

Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh

Jul 17, 202636 min

Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu

Jul 10, 202633 min

Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark

Jul 3, 202632 min

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

Jun 26, 202626 min

Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette

Jun 19, 202623 min

Ep #283: College Student to Partner in 3 Years with Hanna Molta

Jun 12, 202628 min

Ep #282: Banker to Director of Financial Planning with Preston Henry

Jun 5, 202633 min

Ep #281: From Academia to Starting Own Firm with Andy Baxley

May 29, 202623 min

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

May 22, 202625 min
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