Explorez tous les épisodes du podcast New Planner Podcast

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year's data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level.

Listen in to learn about the evolving hiring process, the truth behind candidates' preferences for virtual versus in-office work, and what Gen Z and Gen Y prioritize when job hunting. We also discuss how firms are encouraging new hires to complete the CFP exam and what it takes to earn well above the average living in this industry. Plus, you'll get insights into where the market for new financial planners is heading as we approach the end of 2024 and head into 2025.

You can find show notes and more information by clicking here: https://tinyurl.com/393jdmzf 

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you!

Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned firm but soon realizing she wanted to serve clients differently by offering financial planning services. She discusses how she taught herself financial planning through a book, launched her own all-virtual firm with a modular approach and no product sales, and eventually reignited her creative passions through marketing her firm. Katie also explains why she decided to close her firm to focus on training other financial planners in effective video marketing.

You can find show notes and more information by clicking here: https://bit.ly/3M5I5Wf

Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you!

Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, and lead people much older than herself), and then ultimately decided to pivot from her role there. You'll learn how she found an entry-level position she was hesitant to apply for and got hired for a custom role, as well as how her Target skills led to a promotion after just eight months. Nina also reveals what it was like working in an admin-heavy role before her promotion to associate and offers her tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/3z3ljuY

Angie Herbers is the Founder and Senior Consultant with Herbers and Company, a consulting firm specializing in assisting financial planning firms to solve their growth challenges. If you are seeking to set yourself apart from the rest of the pack, then this is an episode for you!

Listen in as Angie shares why firms with a clear recruiting strategy have an advantage over their competitors, what skills firms are looking for the most in new planner hires, and what skills are most lacking from planner candidates. We also discuss the biggest mistake that job seekers make when applying and interviewing for jobs, whether you should negotiate your compensation, and what career path Angie recommends for new planners just starting in the profession.

You can find show notes and more information by clicking here: https://bit.ly/3qJkhwB

Welcome to the 100th episode of the New Planner Podcast! To celebrate this milestone, we thought we would flip things around a little bit and have Jesse Lineberry and Jayla Blakemore interview Caleb about his career and the birth of New Planner Recruiting. If you are thinking of entering the financial planning profession, this is an episode you definitely won't want to miss!

Listen in as Caleb shares his unique story of finding a career in financial planning and why he decided to go into career development and recruiting within the profession and lay the groundwork for New Planner Recruiting. He also shares what he sees as the biggest challenge facing the industry over the next decade, the one key skill that every financial planner needs to succeed, and his advice for new planners just entering the profession—whether they're just out of school or changing careers!

You can find show notes and more information by clicking here: https://bit.ly/3BkyAMP

Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you!

Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the door. You'll hear how she leveraged those early positions to continue building her career and delivering outstanding results to her employers, how she built up a financial coaching business, and how she transitioned to her current role in a fee-only RIA. We also dive into some great tips for career-changers who are interested in financial planning.

You can find show notes and more information by clicking here: https://bit.ly/3TSEXj4

Libby McKay and Jessi Dolmage are Financial Advisors with Penobscot Financial Advisors based out of Portland, ME. They join the show today to discuss how they got started in financial planning and what it was like getting hired without any previous experience under their belts. If you are considering a career change to financial planning, this episode is one you won't want to miss!

Listen in as Jessi shares how she pivoted from the non-profit fundraising sector to financial planning, how she was able to narrow down the type of firm that would be the best fit for her, and what it was like working for a firm where she was a client. Libby gives us a look into why her life sciences career was not the best fit for her, how her interest in financial planning was initially piqued, and why she pursued the CFP certification—even though it wasn't required. Both also open up about what they would have done differently in their careers so far and offer tips for new planners. 

You can find show notes and more information by clicking here: https://bit.ly/3Tr1HX3

Keith Wayne is an Associate Financial Planning Analyst at Mercer Advisors based out of Lynchburg, VA. He joins the show today to share how he transitioned from a 26-year career in teaching to become a financial planner. If you are coming from the education profession and want to successfully navigate the transition, this is an episode for you!

Listen in as Keith talks about what originally got him interested in teaching, the valuable skills the profession taught him, and where he finds similarities between teaching and financial planning. We also discuss how Keith found his first financial planning position, what he did to set himself apart and prepare for his new career, and his advice for others who are looking to take the leap from a comfortable career to pursue their true calling.

You can find show notes and more information by clicking here: https://bit.ly/3AkP4nU

Melissa Barron and Jordan Slingo are both Senior Wealth Advisors with Elwood & Goetz Wealth Advisory Group in Athens, GA. They join the show today to discuss their individual journeys in the financial planning industry, including what it was like entering the profession when entry-level jobs were hard to come by.

Listen in as Melissa and Jordan share how they got started in the industry, as well as how they managed to get their foot in the door. We also discuss the compelling nature of the financial planning industry and how two people with different backgrounds, interests, and skill sets can find their way to the same firm and successfully operate in similar roles. 

You can find show notes and more information by clicking here: https://bit.ly/3c4nVxf

John Gugle is a Regional Growth Consultant with LPL Financial based out of Charlotte, NC. He joins the show today to share his career journey into financial planning, including how he was able to leverage his degrees in Japanese and Finance to get started with a consulting firm. 

Listen in as John shares how he was able to develop the trust of his co-workers who came to him for financial advice, as well as how he used his memberships in professional organizations to find a 2-year residency position. You'll hear why he left one RIA to start his own, how his mentors made a difference in his success, and the common characteristics of those who are successful in the financial planning profession.

You can find show notes and more information by clicking here: https://bit.ly/3PeAZhf

Sara Stollberger is the Director of Financial Planning at Bridgewater Advisors based out of New York, and she joins the show today to share her story of how she began her financial planning career after spending more than five years as an actress. If you are a career changer seeking to enter the financial planning profession, this is an episode you won't want to miss!

Listen in as Sara shares how she knew it was time to pursue something outside of acting (despite having had success in the field), as well as how she leveraged her personal connections, network, and skills in the entertainment industry to get her foot in the door at a financial planning firm. You'll learn why she eventually chose to leave that firm to pursue other opportunities, how her current firm has allowed her to grow professionally, and how she took skills from her acting days and melded them with technical aspects of financial planning to achieve massive success in her career.

You can find show notes and more information by clicking here: https://bit.ly/3zuyzoF

Frank Fernandez is an Associate Planner with Weingarten & Associates, a planning-centric fee-only firm based out of Trenton, NJ that is led by a husband and wife team. If you are seeking to add value to a small yet growing firm, this is an episode you won't want to miss!

Listen in to hear how Frank initially found the CFP program, why he pursued three voluntary internships, and how he approached taking both the CFP and the Enrolled Agent exams. We also discuss why he sought out a planning-centric fee-only firm, how his role has evolved over the years with the firm, and more.

You can find show notes and more information by clicking here: https://bit.ly/3PHKVka

Louis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly competitive market. If you think your firm might be acquired, this is an episode you definitely won't want to miss!

Listen in as Louis shares the top reasons that financial planners seek to make a move to a different firm or channel, how to appropriately evaluate new opportunities, and how to ensure as smooth a transition as possible in the process. We also discuss what sets the most successful planners apart from the rest, what new planners should do if their firm owner sells or merges with another firm, what to expect from the economics of one RIA acquiring another RIA, and more.

You can find show notes and more information by clicking here: https://bit.ly/3v3P6i6

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!

Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ

Cecil Staton is the President and Wealth Advisor with Arch Financial Planning. He joins the show today to chat about his journey in the financial planning industry, including how he got started and why ultimately decided to start his own firm.

Listen in as Cecil shares why the fee-only RIA model was the best fit for him, as well as how he was able to leverage his network to find an opportunity that best aligned with his career goals. You'll learn the catalyst that led to him establishing his own firm, how he attracts clients, and tips for new planners who are just starting out.

You can find show notes and more information by clicking here: https://bit.ly/3yT2ic8

Steve Kampschmidt joins the show today to share how he got started in the financial planning industry, including what it was like trying to enter the profession in a down market. After transitioning from his job to the bank channel, Steve used that position to leverage his way into an entry-level opportunity in a wirehouse training program before ultimately building his own RIA.

Tune in as he shares what he learned from his time in the corporate world that has helped him in his financial planning career, the pay cut he navigated in his first financial planning position, and how he knew that the wirehouse was not the best long-term fit for him. We also discuss how he maintained his client base when transitioning to his own RIA, how his firm is structured in terms of pricing and service models, and why he believes that starting his own firm was his only option.

You can find show notes and more information by clicking here: https://bit.ly/3NEXviw

Shane Kozusko is a recent graduate from the University of Georgia's Financial Planning degree program. He joins the show today to talk about how he passed the Series 65 exam, including why he chose to take it, even though it wasn't a requirement for him. If you are planning to take the Series 65, this is an episode you can't afford to miss!

Tune in as Shane shares the materials that he found the most helpful through the exam, as well as insider tips on the type of questions that he saw most frequently. We also discuss Shane's journey from military to financial planning, his exam prep tips for the day before and the day of the exam, and advice for new planners trying to get hired.

You can find show notes and more information by clicking here: https://bit.ly/3OvSOsE

Jake Smail is a Financial Planning Associate at Demming Financial Services based out of Cleveland, OH. He joins the show today to discuss his entry into the financial planning profession, including the approach he took when trying to get hired in early 2020 during the beginning of the pandemic. If you are a middle-of-the-pack job seeker and want to have success in financial planning, this is an episode you won't want to miss.

Take a listen as Jake shares how his experiences have helped him succeed in his career, as well as why his current firm is a good fit for him. We also talk about what he did to improve his chances of getting hired in a competitive environment and success tips for new planners as they progress through their educational program.

You can find show notes and more information by clicking here: https://bit.ly/3OrAoIT

Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don't want to miss this episode!

Listen in as Matt shares why he pursued a history degree despite having an interest in financial planning from an early age, and how a chance meeting with a friend made him start to seriously consider changing careers. We also discuss the steps he took to eventually enter the financial planning profession, how he found his first position in the industry, and tips for other career-changers seeking to become financial planners.

You can find show notes and more information by clicking here: https://bit.ly/3zCb1QB

John Fennig is the Co-Founder of KFA Private Wealth based out of McLean, VA, where they serve over 800 households with $700 million in AUM. He joins the show today to share how he got his start in the financial planning industry, as well as what eventually led to him starting his own firm. 

Listen in as John opens up about his journey, including why he pursued the CFP and CPA designations, how he managed a large transition during a period of market and economic volatility, and the challenges he has faced while shifting the structure of his firm. You'll also hear about the valuation of his firm, why he turned down a generous offer for purchase, and his plans for the future of the firm.

You can find show notes and more information by clicking here: https://bit.ly/3NW620P

Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join a fee-only RIA in the Midwest.

Listen in to hear how he found his job, why he knew it was a good fit, and some insights into the interview process. You'll learn how he prepped for the Enrolled Agent and CFP exams, as well as what questions you should ask a firm to help determine if it is a good fit. If you are seeking to carve your own career path in financial planning, then this episode is for you!

You can find show notes and more information by clicking here: https://bit.ly/3Mmk6jc

Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family.

Listen in as Stephen shares why he pivoted away from pursuing a career in law, as well as how his early years in the insurance channel positioned him for success. You'll learn why he walked away from six years of building a business at an insurance company to jump into the RIA channel, how he narrowed down the firms that were a right fit for him, and the details of his recent partnership buy-in.

You can find show notes and more information by clicking here: https://bit.ly/3lUEj52

Joining the show today is Alisa Nguyen, the 2021 recipient of The New Planner Recruiting CFP Program Tuition Reimbursement Scholarship. In this episode, she discusses her path into financial planning, how she leveraged her past experiences as the financial steward for her family to help other divorced women confront various anxieties around money, and more.

Listen in as Alisa shares why she pursued the CFP education from Utah Valley, as well as how she has managed to attend classes full-time and work part-time—all while raising 5 children as a single mom. You'll learn how she secured her job in the Money Success Center at UVU, what she spends her time doing there, and what fears, hopes, and dreams she has about the financial planning profession.

You can find show notes and more information by clicking here: https://bit.ly/3MzY4ud

Eric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago.

Listen in as we discuss why they chose to focus on a younger clientele with high incomes, what it's like working with your spouse, and what the very first role they hired for was, including all the details on how they integrated that person into the firm. They also share their tips for new planners on how to add value to their employers early on, what they look for when it comes to job seekers, and what some of the biggest lessons they learned from hiring their first employee were. If you are a new planner seeking to join a small firm where you might be one of the first hires, this is an episode for you!

You can find show notes and more information by clicking here: https://bit.ly/3KYxwBd

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you!

Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking time off for her daughter, and eventually earning a master's in financial planning and the CFP designation. She also talks about her decision to start her own firm, reveals what it was like leaving a high-paying job for the unknown, and offers tips for newer planners.

You can find show notes and more information by clicking here: https://bit.ly/4bwHY0M

My guests today are Landon Powell, Josh Brumbach, and Garrett Klinger, who are Financial Planning Students at the University of Georgia. Listen in as they explain what the Securities Industry Essentials (SIE) is and why they each wanted to pursue it, what the cost and process for registering entailed, and detailed insight as to what type of material and types of questions were asked on the test.

You'll hear about how Garrett had a different experience taking the exam virtually than the other two due to the remote proctoring option he selected. Make sure you check out the middle, where they describe how long it took for them to study, how Landon's approach was a little different than Josh and Garrett's, what their study schedule was, what materials they used, and how they utilized the practice exams to gauge their progress along the way. If you are considering taking the SIE exam and want to pass on your first try, then this episode is for you!

You can find show notes and more information by clicking here: https://bit.ly/39l6AhR

Chloe Denning is an Analyst with Wealthstream Advisors based out of New York City, and she joins the show today to talk about how she pivoted from a successful career in the hospitality industry to jump into the financial planning profession. If you are in a career that serves people but are looking for a more rewarding and fulfilling role, this is an episode for you!

Listen in as Chloe discusses how she first found the financial planning industry, how she was able to complete the CFP education requirement despite being out of student mode for a few years, and how she knew that her current firm was the right fit for her. She also shares what her responsibilities entail as an Analyst, what she loves most about her job, and how she has cultivated her confidence to combat the all-too-common imposter syndrome.

You can find show notes and more information by clicking here: https://bit.ly/3JKngvR

Every once in a while, we like to give an update on what is happening in the job market, from what we're seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to talk about what he's seeing with the recruiting in the trenches.

Listen in as we share what compensation looks like on both sides of the hiring process, how to streamline the process for everyone involved, and how the push to virtual has impacted the overall marketplace. We also discuss what job seekers can do to make themselves stand out and what you can expect as an average base salary if you're a paraplanner, an associate advisor, or a career-changer. 

You can find show notes and more information by clicking here: https://bit.ly/3xSblK0

Carolyn Stewart, Karlyn Jones, and Carman Franklin are financial planners with Abacus Planning based out of Columbia, SC. They join the show today to discuss their journeys in the financial planning industry, including their biggest fears about entering the profession and what the first few weeks were like at their new firm. If you are considering a career in financial planning but are concerned about the lack of female planners, this is an episode you won't want to miss!

Listen in as they describe the internship and part-time job opportunities that they applied for, what they learned from those jobs, and how their experience has helped them in their careers so far. You'll learn how the pandemic forced them to approach their careers differently, how to attract more women to the industry, and tips to pass the CFP exam.

You can find show notes and more information by clicking here: https://bit.ly/3vixDSh

Jun Shim is a financial planner with MyCFO4Life based out of Dallas, TX, and he joins the show today to share his journey into financial planning and why it is the right career fit for him. If you are stuck in a job outside of the industry and deeply desire to secure a true financial planning apprenticeship type role, this is an episode you won't want to miss!

Listen in as Jun shares how he got started in the financial planning industry, what he learned about himself in the various roles he has had, and why he chose to pursue the CFP while also serving in the US Army Reserves. We also discuss how he narrowed the list of prospective firms he wanted to work for, what the most challenging and most rewarding parts of his job are, and what the industry can do to improve awareness and attract more planners from underrepresented communities.

You can find show notes and more information by clicking here: https://bit.ly/3r9oHgV

Brooklyn Brock is the founder of Ellevate Advisors based out of Tulsa, OK. Offering financial planning and exit coaching for advisors, Brooklyn joins the show today to talk candidly about how she found her niche in providing financial planning to other financial planners.

Tune in to find out what her initial planning process looks like, as well as the three points she has for evaluating succession planning opportunities. Brooklyn also shares her three points for gauging the retirement readiness of firm founders, why seeking outside counsel can help both parties avoid major mistakes that can derail a succession plan, and more.

You can find show notes and more information by clicking here: https://bit.ly/3uIxMye

Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career exploded after she ultimately embraced her own introversion.

Listen in as Emily opens up about her early realization that she wanted to be a financial planner and how she racked up almost four years of planning experience while attending college at the same time. She also discusses how she found the right position and firm where she could use her strengths and skills, how she got 35 referrals from her clients last year, and other ways she has found to grow and contribute to the success of her firm.

You can find show notes and more information by clicking here: https://bit.ly/3utEBn4

Sandy Russ is an aspiring financial planner based in Raleigh, NC. She joins the show today to talk about her career path and the transition she is going through right now to become a financial planner. She also shares what led her to start her own property and casualty insurance agency, the challenges she had to overcome with the PNC business, and what it is like to shut down a successful business because it's not your passion.

Listen in to hear how Sandy's CPA has helped her throughout her career thus far, as well as why being an entrepreneur is no longer a fit. You'll learn the timeline for her pivot into financial planning, what she has been doing to prepare for her first day at the financial planning firm, and more. If you are a successful business owner in another industry, but know it's not your passion and want to pursue a truly fulfilling and rewarding career in the financial planning profession, this episode is for you!

You can find show notes and more information by clicking here: https://bit.ly/3NcqZFA

Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. 

Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own. You'll hear about how she has navigated the inevitable ups and downs of entrepreneurship, the common characteristics that the most successful firm owners have, what sets job seekers apart in the industry, and what skills are crucial to having a successful financial planning career.

You can find show notes and more information by clicking here: https://bit.ly/3sX0kEn

Stephen Maggard is a Financial Planner with Abacus Planning Group based out of Columbia, SC. He joins the show today to discuss his background and how he made the transition to financial planning from the military. If you are serving our country and eventually want to transition to the financial planning profession, then this episode is for you!

Listen in as Stephen describes why he became interested in financial planning, as well as how he got his foot in the door. You'll learn why he was drawn to the fee-only model and how he has found his right-fit firm. He also opens up about how his military experiences and skills have carried over to add value in a financial planning firm, which has accelerated his success after only a few short years in the business.

You can find show notes and more information by clicking here: https://bit.ly/3pvMS8p 

Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you!

Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he leveraged a personal connection to start his career in the insurance channel. He also shares why he transitioned to an RIA firm, what attracted him to his current role, the challenges he faces, and valuable tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/3V8ifpP

Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from.

Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he eventually bought into his firm to become the majority shareholder, and how he continues to use the original founder's mentorship and advice to steer the firm forward.

You can find show notes and more information by clicking here: https://bit.ly/3HeeB3x

Jason Black is a Financial Advisor, and Lee Strongwater is a Senior Advisor and Partner, both at Colorado Capital Management in Boulder, CO. Jason and Lee join the show today to share their individual career journeys, including how they got started in the industry and the pivots they've made along the way.

Listen in as they discuss what brought them to financial planning from other careers, as well as how they overcame the challenges that come with a career change. You'll hear their advice for anyone looking to switch careers and great tips for new planners on achieving success in this field.

You can find show notes and more information by clicking here: https://bit.ly/3v0Al0o

Nate Nassif is a Talent Management Consultant with a specialty in organizational design, career development, diversity and inclusion, performance measurement, and employee life cycle management. He joins the show today to share his perspective on hiring, culture, and leadership within a large RIA firm.

Listen in as Nate shares why culture and culture fit are crucial elements to a successful employment relationship, how job seekers can find the best opportunities with top firms, and how they can negotiate for a larger compensation. If you want to know what it takes to get hired by a large RIA firm, this episode is for you!

You can find show notes and more information by clicking here: https://bit.ly/3gTlGM2

Jayla Blakemore is an Account Executive at New Planner Recruiting, and she joins the show today to talk about how she made her way into financial planning at the University of Georgia—and eventually found her way to my team. If you're in a CFP program and are looking at alternative career paths outside of the lead advisor role, this is an episode you won't want to miss!

Listen in as we discuss what made Jayla change her major from psychology to financial planning, what made her realize she didn't want to become an advisor but still wanted to be involved in the profession, and what she has learned in her transition from student to professional. You'll learn some of the characteristics that set top candidates apart from the rest and how to know when you come across a good opportunity with a good firm.

You can find show notes and more information by clicking here: https://bit.ly/3gm01fc

Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years!

Listen in as Paul shares how he first got started in financial planning, how he eventually became a consultant to financial advisors, and why he pivoted to start his own financial planning firm. You'll learn how he structures his firm, how he finds and charges clients, and what he believes are the keys to success for new planners just starting in the profession.

You can find show notes and more information by clicking here: https://bit.ly/3ufHsBO

Welcome to part two of my conversation with Antonio Tovar, an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. We pick up the conversation by discussing what role Antonio began in at the large financial services firm where he started, how he was able to move up within that firm, and the valuable skills he was able to hone while there.

Listen in to learn why he chose the CFP, how he passed the exam on his first try, and what a typical day at an RIA now looks like for him. If you are a recent graduate just starting out with a large firm and are wondering whether it's the right fit for you, this is an episode you can't afford to miss!

You can find show notes and more information by clicking here: https://bit.ly/3AEYjPC

Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it's the right fit, this episode is for you.

Listen in as Antonio discusses how he overcame the difficult job market—including what he said to potential employers once he got them on the phone—and how he secured a full-time position after graduating. You'll hear about the ups and downs of being a new advisor in an entirely virtual environment, why the large broker-dealer firm wasn't the right fit for Antonio, and why he wanted to pursue a position within an RIA.

You can find show notes and more information by clicking here: https://bit.ly/3FHCu2A 

Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won't want to miss!

Listen in as Matt shares what his career trajectory was like prior to getting into financial planning, as well as the struggles he faced while changing careers. He also shares how saying "yes" helped to jumpstart his financial planning career, how to turn your prior career experience into assets that firm owners would value, and his thoughts on some of the designations that new planners should consider pursuing.

You can find show notes and more information by clicking here: https://bit.ly/3zBwvv0

Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship.

Listen in as Carol Ann opens up about her career trajectory, from starting at a large investment company to moving to a broker dealer firm, then ultimately landing at a small, family-owned RIA. You'll learn how her experiences at those organizations helped to shape the ideal client experience she was striving to provide, what new planners can do to free up time for their senior planner, and what the industry can do to attract more women to the profession.

You can find show notes and more information by clicking here: https://bit.ly/3HtTM4N

Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients.

Listen in as we discuss how she has worked her way up from Associate Planner to Director of Financial Planning, as well as her primary responsibilities in her current role. You'll learn how she had to shift her management style during COVID, how a job in high school prepared her for taking on significant responsibilities within her firm at a very young age, and her tips for new planners just starting out.

You can find show notes and more information by clicking here: https://bit.ly/3EfxNgz 

Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field.

Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course load. You'll hear his vision for financial planning, his career aspirations, and valuable advice for fellow students on the path to becoming a Certified Financial Planner.

You can find show notes and more information by clicking here: https://tinyurl.com/283zmjw3 

Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years.

Listen in as we discuss Jenny's experience with managing her career while also raising small children, why she first got involved with the Financial Planning Association, and some of the pros and cons of both large and small RIA firms. You'll learn some of the reasons why more women are not entering the financial planning profession and Jenny's tips for younger women who are just entering the industry.

You can find show notes and more information by clicking here: https://bit.ly/3rLMqET

Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Having developed a niche in tax planning, Karly joins the show to share how she got her start in the financial planning industry and how she landed where she is today.

Listen in as she talks about the main functions of her role, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she found her first job, as well as what made her leave that job to join her current firm, which is a much better fit for her. 

You can find show notes and more information by clicking here: https://bit.ly/302hi8K

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her.

Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set herself apart. Erin also shares why she decided to pursue both the AFC and CFP credentials, how she found her internship, and how she splits her time currently between the retirement and financial planning sides of the business.

You can find show notes and more information by clicking here: https://bit.ly/3EjhIGH