New Planner Podcast
Caleb BrownJoin 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 e... more
| Publishes | Weekly | Episodes | 302 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationManagementBusinessHow To | |||
Listen to this Podcast
Latest Episodes
What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode, Brooke Jackson, an advisor at Painted Porch Advisors, shares her 11-year journ... more
What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial Planning Associate at Schulz Wealth in Mansfield, TX, shares her journey into the... more
What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her unusual and fast-tracked journey into the financial plan... more
What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the winding and unconventional path that took him from golf c... more
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Reviews
- Matt Higbie episode
That one was awesome! Wish I could be like that guy.
Apple Podcasts5Per Diem
United States4 months ago - This is the resource to listen to.
This podcast is amazing and gives so much information to consider.
Apple Podcasts5tgedwardUnited Statesa year ago - Great Listen for Young Financial Advisors
Learning a ton about the financial services industry in every episode!
Apple Podcasts5thomasgoldman1United States4 years ago - The Kitces of Planner Recruiting
Wonderful podcast. Caleb hosts a variety of guests with insights on numerous topics. There’s no better podcast for new planners trying to break into the industry.
Apple Podcasts5rlane333United States4 years ago - Incredible resource and content
I am addicted to this podcast! The variety of guests and questions Caleb asks are thought provoking and super helpful. For context, I’m a female advisor in the business for 6 years and plan to transition to fee-only planning in the next year. I highly recommend this podcast.
Apple Podcasts5kristinagroffUnited States4 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #149 | United States/Business/Management |
Apple Podcasts | #250 |  Italy/Business/Management |
Talking Points
Recent interactions between the hosts and their guests.
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Frequently Asked Questions About New Planner Podcast
What is New Planner Podcast about and what kind of topics does it cover?
A practical, career-focused show that helps new entrants break into financial planning and find their niche. Across episodes, it spotlights career transitions, firm-building, niche markets, and education pathways, with a strong emphasis on mentorship, practical steps, and real-world experience from founders, early-career planners, and educators. Noteworthy strengths include a transparent look at starting firms, leveraging niche client bases, and a consistent push toward CFP pathways, competency, and service-driven approaches. Potential listeners include students, career-changers, and junior advisors seeking actionable guidance and inspiration to advance in financial planning.
Where can I find podcast stats for New Planner Podcast?
Rephonic provides a wide range of podcast stats for New Planner Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to New Planner Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does New Planner Podcast get?
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What are the audience demographics for New Planner Podcast?
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How many subscribers and views does New Planner Podcast have?
To see how many followers or subscribers New Planner Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to New Planner Podcast?
These podcasts share a similar audience with New Planner Podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Talking Wealth
5. Barron's Advisor
How many episodes of New Planner Podcast are there?
New Planner Podcast launched 6 years ago and published 302 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact New Planner Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for New Planner Podcast?
Rephonic pulls ratings and reviews for New Planner Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for New Planner Podcast?
Rephonic provides full transcripts for episodes of New Planner Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on New Planner Podcast?
Recent guests on New Planner Podcast include:
1. Preston Henry
2. Andy Baxley
3. Gary Clement
4. Evan Fears
5. Caleb Paddock
6. Brian Abatemarco
7. Cassidy Vines
8. Francesco D'Amore
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.