New Planner Podcast

Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the industry. Listen in as we talk about why Brandon decided to pursue an MBA and his perspective on whether he thinks an MBA is helpful for a new planner's success. You'll learn what compensation looks like for many new planners, where the trends in compensation are going, and why the initial compensation value is not the only thing to consider when it comes to new opportunities. You can find show notes and more information by clicking here: https://bit.ly/3kiTDJ2

In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I've invited him on the show to talk about some of the placements we've made over the past few months, what the offers were, and what the compensation ultimately looked like. Listen in as Jesse shares the trends that we're seeing across the U.S. market, from benefits that go beyond the base salary and bonus to professional development budgets and 401(k) matching. You'll learn what you can expect when applying for a virtual position, where the hot spots are around the country for the most compensation, and advice for firms who feel like they can't compete against the banks or wirehouses when it comes to the compensation game. You can find show notes and more information by clicking here: https://bit.ly/3kyxir5

Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen is as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and how he manages recruiting and hiring. We also discuss how his recruiting, compensation, and training philosophies have led to less employee turnover, as well as what he looks for in candidates he considers for employment. You can find show notes and more information by clicking here: https://bit.ly/3k5FwGV

Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide. Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her first full-time salary position in the field, and the pros and cons of joining a small startup firm. She also opens up about what it was like leaving a stable job to take a chance on something new and how she and her spouse found balance while raising a family and pursuing careers of their own. You can find show notes and more information by clicking here: https://bit.ly/3An4ebc

Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it's like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to shape his career, how he pivoted from wanting to be a portfolio manager to an investment specialist, and some of the attributes successful firms and individuals tend to have. Alex also gives some great tips for new planners looking to secure an internship or first career opportunity. You can find show notes and more information by clicking here: https://bit.ly/3qssFQ7

Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a very highly profitable fee-only group. You'll learn the challenges of balancing a young family with a career and how that has impacted Kelly's career path, as well as how joining a small firm right out of the gate has numerous benefits for new financial planners. You can find show notes and more information by clicking here: https://bit.ly/2TISv6g

Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you're pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose to go for the CFP exam, his tips for acing it, and how the journey to the financial planning industry changed his initial plans. You'll learn what his day-to-day looks like as an associate planner, how he has managed to get older and more experienced advisors to trust his work, and his advice for new planners getting into the industry. You can find show notes and more information by clicking here: https://bit.ly/3pSmVPc

Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and whether he believes that leaders are born or made. We also talk about the characteristics of effective leaders and how the Girl Power Talk program is cultivating the global leaders of tomorrow. If you're looking to become a more effective leader, this is an episode you won't want to miss! You can find show notes and more information by clicking here: https://bit.ly/2Tzc1Ss

Ben Peters is Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial planning experience, and how long it took him to develop the skills to move into a Lead Planner position. He also details his transition to partner at his current firm and gives his advice for anyone seeking a career in financial planning. You can find show notes and more information by clicking here: https://bit.ly/2RTKN8B

Shannon O'Toole is the founder of Shannon O'Toole Coaching, a coaching firm based on St. Louis that specializes in employee engagement and retention in the financial planning space. Shannon has 20 years of experience in the industry and has a wealth of knowledge about the good and bad of recruiting and human resources. In this episode, Shannon shares the number one thing that career seekers can do when beginning their job search, why money is not everything when it comes to evaluating opportunities, and the one question that you should ask everyone you interview with. We also discuss some of the worst mistakes candidates have made in interviews and how to stand out as a candidate for the right reasons. You can find show notes and more information by clicking here: https://bit.ly/3u9PqbD

Jarrod Upton is a Senior Consultant and CEO, and Brandon Moss is a Senior Consultant, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we're discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what skills and experience are needed to succeed in a career as a consultant, the skill sets that new planners should develop to position themselves as a leader, and what some of the top barriers firms face when they are growing and scaling. You can find show notes and more information by clicking here: https://bit.ly/3bs6Zxh

Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche has really fuelled his growth to $100-million in assets as of 2021. Taylor also shares his biggest mistakes with his marketing, some of the common pitfalls that financial planners should avoid when structuring their marketing plan, and why you should start with the end in mind when developing your strategy. You can find show notes and more information by clicking here: https://bit.ly/3aWgi8g

Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering "down-to-earth financial advice" for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the leap to the financial planning industry. In this episode, Landon shares why his time in the military and at the winery prepared him well for a career in financial planning and positioned him for ownership, and how the timeline for his career change happened over several years. He also discusses what the process of partnership transition was like, including the challenges that they had to overcome to make it happen, and his tips for success for those also considering partnership buy-in. You can find show notes and more information by clicking here: https://bit.ly/3vymhby

Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association's Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that helps them apply classroom theory to real-life practice. In this episode, Hannah shares how she became a firm owner, the reasons why she downsized from 350 to 35 clients, and how she designed a firm that fits her lifestyle. We also discuss how Hannah used her own experiences to design the FPA Externship program and how the program gives an incredible amount of value to participants, no matter what career stage they are in. You can find show notes and more information by clicking here: https://bit.ly/3nui4m9

Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was like to join his father's firm, some of the major changes they made to pivot from a heavy investment management offering to a more financial planning-focused service model, and why he ultimately pursued his CFP certification. You can find show notes and more information by clicking here: https://bit.ly/3sAQg0C

Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at Kitces.com, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales position in financial planning and eventually making his way to his current position. In this episode, both Erica and Matt share why they both pivoted from their initial career goals and found their way to Kitces.com, as well as why some working knowledge in financial planning is beneficial to working in the financial planning field—regardless of whether you're working directly with clients. Listen in to learn what new planners need to do to be successful and what it's like working for Michael Kitces and his team. You can find show notes and more information by clicking here: https://bit.ly/3tkfIbM

Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kansas State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses the differences between financial planning, life planning, and financial therapy. You'll learn what the Financial Therapy Association is all about, as well as how it's impacting the financial planning profession. Nathan also gives insight into how he plans to start an organization that will better equip financial planners to address trauma faced by their clients. You can find show notes and more information by clicking here: https://bit.ly/3meMxE6

Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively. Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to target coming out of the Virginia Commonwealth CFP program and how she landed her first position in the profession. You'll learn about her experience working in the multi-family office channel (and why it was ultimately not the right fit for her), how career seekers can get hired and become successful in a Fintech role, and what job seekers should be looking for in terms of compensation, benefits, and culture when evaluating different career opportunities. You can find show notes and more information by clicking here: https://bit.ly/3dcxDu3

Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money. Listen in to learn why she chose to provide limited engagement coaching versus full-blown ongoing financial planning—which she refers out to other financial planners—and how her revenue model has fully replaced her income as a corporate executive at one of Canada's largest banks. You'll learn the common mistakes new planners make when starting their careers, as well as what natural characteristics successful new planners tend to have in common. You can find show notes and more information by clicking here: https://bit.ly/315Omtg

Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up about how she found an RIA to work for, left to start her own firm, and then ended up rejoining the firm before ultimately retiring from there. Listen in as Colleen explains how her mindset shifted as her role transitioned and her career progressed from an individual financial planner contributor to building a team. You'll learn what types of opportunities newer planners should pursue when starting out, the challenges Colleen's consulting clients cite as the most common difficulties when hiring and managing new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3bJVmCr

Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job markets he had targeted prior to graduation to find his first firm. Listen in to learn what criteria Coleburn set for the dream position he was seeking, what resources he used to connect with firms, and what actions he took when he identified potential firms he wanted to work for. You'll hear about the interview process for the firm that ultimately hired him, as well as great advice for aspiring financial planners. You can find show notes and more information by clicking here: https://bit.ly/2PE3snp

Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Paragon utilizes to help aspiring professionals select the right profession, corresponding job opportunity, and career path. You'll learn how she is able to determine what profiles are appropriate for specific roles within the company, the biggest mistake employers make when trying to hire, and what you need to be doing right now to ensure you're are getting maximum ROP—Return of People. You can find show notes and more information by clicking here: https://bit.ly/3aDACvD

Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what actions they took in the weeks leading up to the exam to stay focused and disciplined, the routines they followed on the exam day to ensure that they were relaxed and prepared, and more. You'll learn their best advice for test-takers to get through the exam first time. If you aspire to be a CFP certificate holder, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/2ZOI1BW

Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm. Listen in as he explains why he left a position that was paying him close to $300k per year to start his own firm and the Jumpstart community. You will learn the value an aspiring financial professional will gain from the various resources and programs Dominique offers, as well as what skills he thinks new professionals need to develop to be successful long-term in financial planning. If you want to build your skills and add massive value to an employer, then this episode is for you. You can find show notes and more information by clicking here: https://bit.ly/3ps8hfQ

Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher client satisfaction. Listen in as Amy discusses how the steps to create an evidenced-based client experience can be a differentiator from traditional financial planning firms, as well as several tools that help financial planners facilitate an effective goals and values exploratory process with clients and prospects. You'll learn how Amy manages her time as the leader of the organization and her tips for aspiring financial planners seeking a good fit. You can find show notes and more information by clicking here: https://bit.ly/3tJdcfU

Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide. Listen in as Sue opens up about how she was suddenly thrust into managing a centralized financial planning department for a large insurance broker-dealer, what she learned from the experience, and how she approached her next career move after she was laid off. You'll learn what types of people are a good fit for the virtual CFP career path, what Sue looks for when hiring for her firm, and the income potential in the virtual planning world. You can find show notes and more information by clicking here: https://bit.ly/36zWpSh

David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and effective way. Listen as he discusses how the Kolbe A index (the firm's flagship product) was developed, what four action modes it measures, how it is different than a personality assessment, and how you can utilize it for massive success in both your personal and professional relationships. You'll learn whether there is an ideal financial planner candidate profile, as well as how organizations can use the Kolbe tools and methodology to improve hiring, develop training and career paths, and reduce turnover. You can find show notes and more information by clicking here: https://bit.ly/39l6iFl

Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to join another firm or start his own. Listen in as Dave discusses the changes he went through as he transitioned from employee to business owner, the niche he initially chose, and why it didn't work out. You'll learn how he carried on through some tough times professionally, how his mindset shifted into pivoting to a structure that could generate the revenue he needed to support his family, and his best tips for job seekers. You can find show notes and more information by clicking here: https://bit.ly/3o3J6zE

Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. and a career in academia in addition to her CFP, and what made her take the plunge into starting her own firm. Listen in as she explains the differences between the corporate finance and personal financial planning career paths and what she looks for in the interns she hires for her firm. You'll learn how Inga obtained the 40 clients she currently serves, how she juggles being a professor and running a business (at just 30 hrs per week!), and tips for job seekers looking for positions within the financial planning profession. You can find show notes and more information by clicking here: https://bit.ly/3oyVNDI

Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. You can find show notes and more information by clicking here: https://bit.ly/2KuUwPf

Betty Wang is the Founder and Owner of BW Financial Planning in Denver, Colorado. She joins the show today to discuss why she pursued a career in financial planning, how she secured multiple internships while in school, and the reasons she chose not to join a financial planning firm after graduation (instead opting for the institutional side of the business). Listen as Betty shares the keys to succeeding in corporate environments, as well as why she left corporate America. You'll learn what it was like for her as she re-entered the workforce after starting a family, why she was not able to find a fit, and the challenges of starting and growing her own financial planning firm to create the flexibility she needed in her life. You can find show notes and more information by clicking here: https://bit.ly/38sVdAv

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an MBA, and then a position in operations management, ultimately taking over as COO at just 30 years old. You'll hear his advice for job seekers looking for a career in operations and what one can expect for compensation and their career track. If you are considering a career in operations in the financial planning profession, this episode is for you. You can find show notes and more information by clicking here: https://bit.ly/3r5hwon

Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well as how equity ownership deals are generally structured so the younger generations of owners can actually afford the purchase price when valuations can be millions of dollars or more. Listen in to learn the main reasons succession plans fail and the ideal timeline for a successful succession plan. You'll hear tips for how succeeding generations can better prepare themselves to take over a business, whether more firms are opting for external versus internal successors, and advice for newer planners who want to broach the topic of succession planning with their firm owner. You can find show notes and more information by clicking here: https://bit.ly/39P6ixT

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years old. You'll also hear Logan open up about his first few years in the profession, including his challenges in finding a firm that he could grow with, why he chose to join Cranbrook, and how he gained the team's trust to become the lead advisor for 50 ultra-affluent clients by age 29. You can find show notes and more information by clicking here: https://bit.ly/37g910J

Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph.D. and how she fell in love with the financial counseling aspect of financial planning. Listen in as she gives examples of how she had to hustle to get her start in politics before changing careers. You will learn what happened earlier in her career that caused her to feel like she was being held back, her strategies for always keeping the door open for new opportunities, and her thoughts on the future of the financial planning profession. You can find show notes and more information by clicking here: https://bit.ly/3fveuEC

Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her extracurricular activities. Listen in as she explains how she secured her internship and the steps she is taking to try to increase the number of diverse candidates in the financial planning profession. You will learn about the fulfilling work Anabelle does with the Powercat Peer Financial Counseling program, what she has learned after having over 50 client sessions under her belt at just two years in, and what you can do to stand out among the competition. You can find show notes and more information by clicking here: https://bit.ly/38zi4Md

This week Caleb is flying solo behind the mic to bring you some relevant compensation data points on some of the candidates we recently placed. We want to share this with you because there is a shortage of compensation data available in the profession and it will hopefully give you a better understanding of what level of compensation you can command in the marketplace. Listen in as Caleb walks through the offers for these associate financial planner roles for new college graduates all the way up to someone with 10 years of experience. This is a great profession if you want to help people and make money doing it, so tune in to see what type of earnings are possible at various early stages in your career. You can find show notes and more information by clicking here: https://bit.ly/3f6wVPH

Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch on several of the core values of the firm, specifically focusing on the important balance between emotional intelligence and technical intelligence. Listen in as Lisa describes the causes for her frequent turnover prior to hiring Jared and how she changed her mindset, improving her managerial skillset. If you are curious about a life planning approach to financial planning with your clients, or you are looking for a way to create a more meaningful relationship with your clients, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/3kTtnCk

At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss the interview process he went through to get hired at his firm and what helped him grow his confidence and skills. Listen in as Ben shares how he caught the eye of a senior planner at a conference through winning a social media contest, as well as why he pursued the CFP, AIF, and EA credentials. You will learn how he overcame older clients pushing back about his age and why he credits NAPFA Genesis with his success thus far. If you are a young planner searching for a way to get started, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/35KQFnN

Joey Stemmle's love and fascination with money blossomed from a young age, when his mother taught him how to not only save money but invest it, as well. He is now a financial advisor for Riverstone Wealth Advisory Group, located in Midlothian, Virginia. In this episode, Joey shares his advice for job seekers and the best way to go about maximizing your networking. Listen in as he shares what the financial planning association Nexgen group is all about and how it played an integral role in his career and ongoing development. You will learn how he manages his time efficiently, what he loves most about the Nexgen community, and more. If you are looking to build your leadership skills, this episode is for you. You can find show notes and more information by clicking here: https://bit.ly/3jnE7HJ

Jim Miller of Woodward Financial Advisors joins the show today to discuss how the flat fee model works and what made him decide to go that route. He also shares his experiences and insight on buying out a firm, switching financial models, retaining clients, acquiring new clients, and bringing on the right team members. Listen in to hear the details of Jim's early years in the industry and how he navigated various challenges and hurdles that came his way. You'll learn the mechanics of buying an existing firm, the process of moving from an AUM model to a flat fee model, and more. You can find show notes and more information by clicking here: https://bit.ly/31dnisC

Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of fee-only comprehensive financial planning professionals. Today he joins the show to discuss NAPFA's mission, as well as its history and why people should look into joining NAPFA—no matter what stage of their career they're in. He also shares the current membership status and future growth goals, including his vision for the organization going forward. Listen in as Geof explains how the NAPFA Genesis community within the organization helps to ensure new planners and fee-only firms are successful. You will hear his thoughts on the future of the profession and how to attract more diverse and inclusive candidates. If you are employed in or are considering a career in a fee-only firm, this episode is for you. You can find show notes and more information by clicking here: https://bit.ly/2GxGSJc

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra's offer of employment. You will learn the importance of the firm's values and culture and how Kyra mentored Tiffany, allowing her to gain confidence with clients. If you're an aspiring female financial planner that might be hesitant to enter a currently male-dominated profession, this is the episode for you! You can find show notes and more information by clicking here: https://bit.ly/36rn2JY

Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidates from other schools. Listen in as Mario opens up about choosing to pursue the CFA designation, as well as what he attributes to propelling his career forward. You will learn how he secured a position at a fee-only registered investment advisor and what he looks for when making hires. If you are considering a career more geared toward investment management, don't miss this episode! You can find show notes and more information by clicking here: https://bit.ly/334fw5L

Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she has carved out for herself, including her college experience and the initial interview process for securing her first position. Listen in as Chloé gives career seekers and entrepreneurs advice on starting out in the industry and opens up about what she would have done differently in her first job search. You will learn the obstacles she faced as a young woman of color and the negative experience that pushed her to publish a piece about racism in the office. If you feel like you are stuck in your career and need a boost, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/33WlLba

Welcome to the New Planner Podcast, where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar with the various career paths available to you and avoid the mistakes that limit your success. In this opening episode, Yusuf Abugideiri and Bryan Hasling join the show to discuss all the ins and outs of ownership within a firm, as well as why partnership is not a get-rich-quick scheme but a long-term game. Listen in to learn the sacrifices that are required when becoming a business owner, the importance of trust between you and your business partner, and more. You can find show notes and more information by clicking here: https://bit.ly/35RgMLc