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 | 290 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementEducationHow To | |||
Listen to this Podcast
Latest Episodes
What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over,... more
What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a ... more
How do you build confidence and a successful advisory business when you're just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the profession, from growing up with a father who was a financia... more
What would make someone walk away from a 21-year engineering career and a good salary to start a financial planning business from scratch? In this episode, Aubrey Williams of Open Path Financial opens up about the personal and professional journey th... more
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Reviews
- Matt Higbie episode
That one was awesome! Wish I could be like that guy.
Apple Podcasts5Per Diem
United States2 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
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Apple Podcasts | #171 | United States/Business/Management |
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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?
This show centers on breaking into financial planning and accelerating early careers, with a steady stream of guests who share nontraditional paths, mentorship stories, and practical steps for launching or growing a practice. Episodes frequently cover career transitions, CFP journeys, onboarding rookies, client-facing skills, and building scalable advisory models, often from the perspective of newer planners or those mentoring them. A notable strength is its hands-on focus: real-world steps, pricing thoughts, and firm-building tactics that help listeners turn aspirations into actionable plans. The podcast tends to spotlight mission-driven firms, inclusive mentorship, and the tension between growth and sustainable client service, making it e... more
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. The Long Term Investor
5. The Long View
How many episodes of New Planner Podcast are there?
New Planner Podcast launched 6 years ago and published 290 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?
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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?
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What guests have appeared on New Planner Podcast?
Recent guests on New Planner Podcast include:
1. James Conole
2. Erin Varghese
3. Lisa Schaefer
4. Landon Warmund
5. Aubrey Williams
6. Joe Turkal
7. Spencer Turkal
8. Annie Gray
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.