New Planner Podcast

Soraya Morris is a Lead Trainer at Envestnet MoneyGuide in Richmond, Virginia. Today she joins the show to share how she got her start at MoneyGuide, as well as how her career has progressed to helping financial advisors across the country serve their clients more efficiently and effectively. Listen in as she talks about how she narrowed down the type of financial planning firm she wanted to targe...

Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money. Listen in to learn why sh...

Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up...

Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job market...

Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal lives. Listen in as Krista discusses what tools Parag...

Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how m...

Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building hi...

Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher c...

Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financ...

David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing —part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should k...

Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to...

Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph. D. and a career in academia in addition to her CFP, a...

Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee...

Betty Wang is the Founder and Owner of BW Financial Planning in Denver, Colorado. She joins the show today to discuss why she pursued a career in financial planning, how she secured multiple internships while in school, and the reasons she chose not to join a financial planning firm after graduation (instead opting for the institutional side of the business).  Listen as Betty shares the keys to su...

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as...

Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well as how equity ownership deals are generally structured so the younger generation...

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as...

Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph. D. and how she fell in love with the financial counseling aspect of financial...

Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her extracurricular activities. Listen in as she explains...

This week Caleb is flying solo behind the mic to bring you some relevant compensation data points on some of the candidates we recently placed. We want to share this with you because there is a shortage of compensation data available in the profession and it will hopefully give you a better understanding of what level of compensation you can command in the marketplace. Listen in as Caleb walks thr...

Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch...

At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss the interview process he went through to get hired at his firm and what helped him grow his confidence and skills. Listen in as Ben shares how he caught the eye of...

Joey Stemmle's love and fascination with money blossomed from a young age, when his mother taught him how to not only save money but invest it, as well. He is now a financial advisor for Riverstone Wealth Advisory Group, located in Midlothian, Virginia. In this episode, Joey shares his advice for job seekers and the best way to go about maximizing your networking. Listen in as he shares what the f...

Jim Miller of Woodward Financial Advisors joins the show today to discuss how the flat fee model works and what made him decide to go that route. He also shares his experiences and insight on buying out a firm, switching financial models, retaining clients, acquiring new clients, and bringing on the right team members. Listen in to hear the details of Jim's early years in the industry and how he n...

Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of fee-only comprehensive financial planning professionals. Today he joins the show to discuss NAPFA's mission, as well as its history and why people should look into joining NAPFA—no matter what stage of their career they're in. He also shares the current membership status a...