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New Planner Podcast

Caleb Brown
Financial Planning
Career Change
Career Development
Mentorship
CFP Certification
Internship
Delphinus Financial Advisors
Client Relationships
Career Growth
Networking
Leadership In Military
Certified Financial Planner (CFP)
Wealth Management
Job Search Strategies
Financial Advisor
Personal Finance
Northwestern Mutual
Investment Strategies
Military Transition
Firm Culture

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 e... more

PublishesWeeklyEpisodes266Founded5 years ago
Number of ListenersCategories
BusinessHow ToEducationManagement

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Artwork for New Planner Podcast

Latest Episodes

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-caree... more

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expe... more

YouTube

Today I’m joined by two guests from Strategic Financial Planning: Bryan Lee, the firm’s founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling ... more

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Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the... more

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Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Mary Ann Sullivan
Founder of 395 Financial Planning, former public school teacher, and educator with over 20 years of experience
395 Financial Planning
Episode: Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
Keith Wayne
Senior Financial Planner at Mercer Advisors
Mercer Advisors
Episode: Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
Bryan Lee
Founder of Strategic Financial Planning
Strategic Financial Planning
Episode: Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee
Valerie Carpenter
Financial planner at Strategic Financial Planning
Strategic Financial Planning
Episode: Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee
Kristin Baker
Associate financial planner at Cordis Financial, experienced in banking and financial services.
Cordis Financial
Episode: Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
Jeanna Fifer
Partner at Cordis Financial, experienced in transitioning firms from broker-dealer to RIA.
Cordis Financial
Episode: Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
Caroline Piehl
Partner at TimeWise Financial
TimeWise Financial
Episode: Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
Jordan Paul
Lead advisor at Theory Planning Partners
Theory Planning Partners
Episode: Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
Kaitlyn Carlson
Founder of Theory Planning Partners
Theory Planning Partners
Episode: Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul

Host

Caleb Brown
Host of the New Planner Podcast, engaging with various industry professionals to explore the journey of becoming a financial planner and insights for newcomers.

Reviews

4.9 out of 5 stars from 54 ratings
  • This is the resource to listen to.

    This podcast is amazing and gives so much information to consider.

    Apple Podcasts
    5
    tgedward
    United States6 months ago
  • Great Listen for Young Financial Advisors

    Learning a ton about the financial services industry in every episode!

    Apple Podcasts
    5
    thomasgoldman1
    United States3 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 Podcasts
    5
    rlane333
    United 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 Podcasts
    5
    kristinagroff
    United 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 Podcasts
    5
    BarleyOtis
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

New professionals find the content motivating and relevant to their career transitions.
Listeners appreciate the immense value this show offers in terms of insights and guidance for entering the financial planning profession.
Many commend the host's engaging interview style and the quality of guests featured on the episodes.
There is positive feedback on the diverse perspectives shared that resonate particularly with women aiming to thrive in the industry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
Q: Do you ever see yourself going over to the advisor side, or are you going to stay on this planning side?
I would like to go to the advisor side and move over to that track hopefully within the next year.
Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
Q: What's been the biggest challenge over the last three years, the hardest thing you've had to face?
The biggest challenges have been probably the speed of some of the plans coming at me and keeping up with that.
Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
Q: What was your first internship like and how did it shape your career?
Megan describes her first internship at Goldman Sachs as pivotal, providing her a crash course in financial planning and the skills to succeed in her career.
Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
Q: How did you decide to go to where you went and choose the financial planning major?
Megan shares that she initially didn't want to attend college and preferred beauty school, but she chose financial planning after realizing her strengths in finance and her passion for helping people.
Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
Q: What are your plans for CFP or certifications?
I'm going to be taking it again and I think a lot of the meeting stuff we've done really helps to prepare for the CFP.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About New Planner Podcast

What is New Planner Podcast about and what kind of topics does it cover?

Focused on the journey of financial planning, this series aims to assist those navigating or considering a career in this field. Topics frequently discussed include career transitions into financial planning, the significance of mentorship, and the importance of building solid client relationships. The podcast also highlights unique personal stories from industry professionals, offering insights into various career paths within financial planning and strategies for success. Notable for its inclusive perspective, it provides resources and advice tailored specifically for novices and those looking to pivot from different professions.

Where can I find podcast stats for New Planner Podcast?

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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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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 View
5. Money Guy Show

How many episodes of New Planner Podcast are there?

New Planner Podcast launched 5 years ago and published 266 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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What guests have appeared on New Planner Podcast?

Recent guests on New Planner Podcast include:

1. Mary Ann Sullivan
2. Keith Wayne
3. Bryan Lee
4. Valerie Carpenter
5. Kristin Baker
6. Jeanna Fifer
7. Caroline Piehl
8. Jordan Paul

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.

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