Caleb Brown

New Planner Podcast

Business EN ↓ 304 episodes

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 episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.

Author

Caleb Brown

Episodes

Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris 09.10.2020 52:26

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and...

Ep #03: Career Options for a CFA Charterholder with Mario Nardone 02.10.2020 29:27

Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidat...

Ep #02: Overcoming Discrimination and Racism: The Career of Chloé Moore 02.10.2020 33:23

Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she ha...

Ep #01: Yusuf and Bryan - Succession Planning from a G2 Perspective 29.09.2020 1:17:41

Welcome to the New Planner Podcast , where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar with the various career path...