New Planner Podcast – Details, episodes & analysis

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New Planner Podcast

Caleb Brown

Business

Education

Frequency: 1 episode/7d. Total Eps: 307

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.

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Score global : 42%

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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Friday, November 21, 2025 • Duration 26:40

In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today's hiring market, this episode is for you!

Listen in as we unpack this year's findings, from average salaries across experience levels to regional trends and differences between RIA, broker-dealer, bank, and insurance expectations. We also explore why paraplanner salaries jumped, why student expectations stayed flat, and what's fueling the surge toward the RIA channel. You'll hear actual offer data from this year's placements, as well as how AI and internship compensation are shaping entry-level roles as firms plan for 2025.

You can find show notes and more information by clicking here: https://bit.ly/4p6NmOx

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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green

Friday, November 14, 2025 • Duration 24:01

Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners.

In this episode, Emily shares what it was like to start over in her 30s, the lessons she learned from her mentor, and how asking the right questions helped her grow into her role as an associate planner. Her story is a reminder that stepping out of your comfort zone can lead to something even more fulfilling.

You can find show notes and more information by clicking here: https://tinyurl.com/bdfyd3pu

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Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul

Friday, September 12, 2025 • Duration 43:47

Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won't want to miss this episode!

Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come with starting and scaling a firm. They also open up about rethinking career choices and finding the right fit in the profession. You'll learn how they've grown their firm together, built a strong culture, and created a quality control plan to support future growth.

You can find show notes and more information by clicking here: https://bit.ly/45T8hNk

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Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Friday, December 22, 2023 • Duration 30:28

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you!

Listen in as Scott discusses his evolution from an internal wholesaler at an insurance company to thriving in various financial channels. You'll hear about the challenges and triumphs he encountered along the way, how his unique outdoor adventure business has influenced his approach as a financial planner, and tips for new planners—particularly those considering a transition to the RIA model.

You can find show notes and more information by clicking here: https://bit.ly/41qkjel

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Ep #160: How to Best Negotiate Compensation with Kate Dixon

Friday, December 15, 2023 • Duration 29:36

Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won't want to miss!

Listen in as Kate shares the essentials of successful negotiation strategies, starting by emphasizing the importance of always negotiating an offer, exploring alternatives for negotiation when salary adjustments aren't possible, and advocating for face-to-face negotiation. She also reveals her four-step process to streamline negotiations, discusses overcoming nervousness and emotional challenges during negotiation talks, and highlights the benefits of a collaborative negotiation style.

You can find show notes and more information by clicking here: https://bit.ly/3RG6RQ4

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Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Friday, December 8, 2023 • Duration 25:41

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective!

Listen in as Dave dives into his 20-year journey with the same firm, discussing the steps he took to secure his first interview, the evolution of his role over the years, and why the firm's culture and structure led him to choose intrapreneurship over starting his own practice. You'll hear how Dave achieved ownership in just eight years, what the firm's growth trajectory has been, and insights for new planners entering the field.

You can find show notes and more information by clicking here: https://bit.ly/3NbSG2P

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Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Friday, December 1, 2023 • Duration 23:51

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planners, this is an episode for you!

Listen in as Kurt shares his journey from the wirehouse channel to becoming a key figure in financial planning education. He delves into his pivotal role in developing the Certified Financial Planner (CFP) program at Liberty University, the unique aspects of the Certified Kingdom Advisor designation—including insights into its influential annual conference—and more.

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

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Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Friday, November 24, 2023 • Duration 27:03

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you!

Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation.

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

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Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Friday, November 17, 2023 • Duration 43:55

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won't want to miss!

Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths converged at Roserock five years ago. Ryan details his 18-year tenure at a firm where a personal connection blossomed into a fulfilling career, his reasons for departing to establish his own firm, and why Franklin was his top choice for the venture. Franklin opens up about his transitions from a mid-size to a large RIA before taking the leap to join Ryan, his methods for building client confidence, and his rationale for moving to a startup environment.

You can find show notes and more information by clicking here: https://bit.ly/45YqXZO

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Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Friday, November 10, 2023 • Duration 22:00

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you!

Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his experiences that led him to provide financial counseling to military service members. He'll also share his decision to enlist in the military at age 31 after years of serving service members in a civilian capacity, discuss his rise to becoming an equity owner at Milestone Financial Planning, and explain how he balances his military career, family life, and his role as a financial planner.

You can find show notes and more information by clicking here: https://bit.ly/3tPXp3d

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New Planner Podcast – Details, episodes & analysis

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New Planner Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

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RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities