New Planner Podcast

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

Ep #281: From Academia to Starting Own Firm with Andy Baxley

What happens when a psychology major discovers financial planning and decides to completely rethink how advice can be delivered? In this episode, Andy Baxley shares his j

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In th

Ep #279: Building a Book Straight from a CFP Program with Evan Fears

What does it really take to build a successful financial planning career when you're starting from scratch? In this episode, Evan Fears, CFP at Vision Financial Group Geo

Ep #278: Advice Only Model to AUM Model with Kaleb Paddock

What happens when you stumble into a career you didn't even know existed and end up building a business entirely on your own terms? In this episode, Kaleb Paddock, founde

Ep #277: RIA to AI Startup with Brian Abatemarco

Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultima

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

What if the key to standing out in your career is starting before you feel ready? In this episode, Cassidy Vines, a financial planning student at Temple University and wi