New Planner Podcast

Ep #300: How to Be a Standout Student in a CFP Program with Alex Healy

Sometimes the best way to prepare for a career is to put yourself in situations that force you to grow. In this episode, we speak with Alex Healy, a financial planning st

Ep #299: Changing Careers and Starting a Firm from Scratch with Nicole Burdick

What happens when you apply for an administrative role in financial planning and unexpectedly find yourself on the advisor track instead? Nicole Burdick of Money Maven Fi

Ep #298: Leaving the Legal Profession and Launching a Firm with No Experience with Zachary Zwillinger

Changing careers after more than a decade in one profession is a big leap, but starting over doesn't necessarily mean starting from scratch. Zachary Zwillinger spent 12 y

Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera

Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Te

Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska

What does it take to break into financial planning? Today's guest is Shawn Tydlaska, Founder & CEO of Tessara Wealth, who joins the show to share how he found his right f

Ep #295: Changing Careers to Become a CFP with Adam Van Deusen

What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam

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

What are financial planners really worth in today's job market? And what does that mean for firms trying to attract and retain top talent? In this episode, I'm joined by

Ep #294: Intern to Partner with Brittany Brinckerhoff

What does it take to go from a college student with a math degree and no financial planning experience to a partner at a wealth management firm? In this episode, Brittany

Ep #293: Family Office to RIA with Lonniece McDonald

How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up abou

Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool

What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financ

Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard

What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventiona

Ep #290: English Teacher to CFP with Andrew Bencivenga

What does it take to completely reinvent your career and break into financial planning from an unconventional background? In this episode, Andrew Bencivenga, financial pl

Ep #289: Launching Your Own Firm After 14 Years as an Employee with Nick Scheibner

How do you go from an intern ordering office supplies to owning your own financial planning firm? Nick Scheibner shares the journey that took him from accidentally discov

Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh

How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan and Garrett Wel

Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu

What does it take to move to a new country, earn an MBA, become a CFP®, and launch a wealth management firm—all in under four years? In this conversation, Imade Iyamu sha

Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark

What happens when a software engineer decides to start over and build a career in financial planning? In this episode, Jamie Clark shares their journey from a successful

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode

Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette

What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial P

Ep #283: College Student to Partner in 3 Years with Hanna Molta

What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hill

Ep #282: Banker to Director of Financial Planning with Preston Henry

What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth