New Planner Podcast

10 Episodes
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By: Caleb Brown

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.

Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith
Last Friday at 12:00 PM

My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you!

Listen in to hear about Ed’s experience working in various financial channels before starting his own RIA after 13 years at a credit union, as well as Zu...


Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle
02/07/2025

Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you!

Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a master’s program and his Series 65 exam while launching his firm on the side—until his employer foun...


Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett
01/31/2025

Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you!

Listen in as Jill shares how her background in psychology led her to consulting for wealth management firms, driven by a desire to ultimately help the American consumer. She discusses common challenges firms face, including managing remote work...


Ep #214: Engineer to Certified Financial Planner with Justin Rice
01/24/2025

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you!

Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many people needed help with personal finance. He recounts how he completed his CFP coursework while finishing his engineering degree, as well...


Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
01/17/2025

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you!

Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion...


Ep #212: Passing the CFP Exam with Brett Danko
01/10/2025

Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you!

Listen in as Brett shares what sparked his interest in financial planning, how he entered the profession and started his own firm, and what led him to begin teaching CFP review classes...


Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley
01/03/2025

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you!

Listen in as Jeremy recounts launching his firm just three months after entering the workforce. You'll hear about the challenges he faced, including going 11...


Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
12/27/2024

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you!

Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational interviews to solidify her interest and secure her first role. She also discusses the hardest part of...


Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler
12/20/2024

How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations.

Listen in to Connor’s advice for aspiring financial planners, including tips for thriving in a virtual work environment and st...


Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee
12/13/2024

What does it take to ace high-stakes exams like the Series 65? In this episode, I sit down with Brian Lee, Founder of TestGeek Exam Prep, to explore his journey from high school science teacher to exam prep expert. Brian shares how his unique teaching approach, tailored for visual learners, bridges the gap between textbook publishers and the actual exam. You’ll discover why understanding the exam format, especially multiple-choice strategies, can make the difference between passing and failing.

Listen in as Brian provides practical advice on creating a structured study plan, tackling tricky exam sections, and avoiding co...