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 | 187 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessHow ToEducation | |||
Listen to the Podcast
Latest Episodes
Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're i... more
Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are consid... more
Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help finan... more
Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” ... more
Insights
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Reviews
- Great Listen for Young Financial Advisors
Learning a ton about the financial services industry in every episode!
Apple Podcasts5thomasgoldman1
United States2 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 States2 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 States2 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 States3 years ago - Worthwhile Resource
As a young professional looking to make a switch into the financial planning world, Caleb’s podcast has been a game-changer. It seems like there is an episode geared towards all of the questions that I run into as I continue to study and research. Thanks for the great resource!
Apple Podcasts5ron magillUnited States3 years ago
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Chart Rankings
Apple Podcasts | #162 | United States/Business/Management |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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New Planner Podcast launched 4 years ago and published 187 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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