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 | 276 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | How ToEducationBusinessManagement | |||
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Latest Episodes
Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening... more
Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leaders... more
Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re... more
Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into fin... more
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Reviews
- This is the resource to listen to.
This podcast is amazing and gives so much information to consider.
Apple Podcasts5tgedward
United States8 months 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 - Inspirational
Anyone considering becoming a Certified Financial Planner and/or a Certified Kingdom Advisor should definitely listen to this inspiring podcast. Thank you Caleb Brown and Coleburn Spence.
Apple Podcasts5BarleyOtisUnited States5 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #156 | United States/Business/Management |
Apple Podcasts | #112 |  Philippines/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?
Content is primarily centered around guiding aspiring financial planners through the intricacies of the profession, including career transitions and finding the right fit in financial planning roles. Episodes feature personal journeys from various professionals in the industry, emphasizing mentorship, emotional aspects of finance, and the importance of aligning career choices with personal values. This podcast uniquely offers insights straight from established professionals who share their experiences and advice, which is particularly beneficial for young professionals eager to establish themselves in the field. The diverse topics range from financial planning techniques to challenges faced by newcomers, aiming to educate and inspire listen... 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. BIF Bites
3. Animal Spirits Podcast
4. Money Guy Show
5. The Compound and Friends
How many episodes of New Planner Podcast are there?
New Planner Podcast launched 5 years ago and published 276 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. Mark Hansen
2. Lillian Turner
3. Charlotte Morgan
4. Kelly Metzler Randall
5. Daniel Stefanski
6. Patrick Moore
7. Haley Ellis
8. Mary Ann Sullivan
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.