New Planner Podcast

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.

New Planner Podcast is a business podcast hosted by Caleb Brown, with 315 episodes on record and a Required Pod Score of 80.

Caleb Brown hosts New Planner Podcast, a business show with 315 episodes published.

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  Episode #298

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

  Oct 2, 202626 min

  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 years as a securities litigator before leaving the legal profession to build his own fee-only financial planning firm, bringing skills and experience from his legal career into an entirely new field. In this episode, Zach shares how he transitioned from lawyer to financial planner, why he launched his own firm rather than join an established practice, and how his legal background helped him tackle CFP education, compliance, and client work. Listen in to learn how he developed a flat-fee model for young lawyers, found his first clients, and built a niche. Zach also discusses the financial preparation that gave him the freedom to change careers, what he's learned from his first year in business, and his advice for planners considering a career change or launching their own firm. You can find show notes and more information by clicking here: https://tinyurl.com/4zc5828t

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  Episode #297

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

  Sep 25, 202623 min

  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 Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the "kindergartner" again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the financial realities of starting over, and how she has used skills from her previous career to build confidence in a new one. She also shares why approaching firms like a prospective client can be a valuable way to learn about the profession and make connections. Her experience offers a practical look at what career-changers can expect when entering financial planning, so make sure to tune in! You can find show notes and more information by clicking here: https://tinyurl.com/4t6sypzv

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  Episode #296

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

  Sep 18, 202632 min

  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 fit in the industry after struggling to find the right opportunity. You'll learn why Shawn ultimately decided to start his own firm (without ever having been a lead planner or having a single client), why he pursued the CFP designation, and how he built a financial planning process designed around the needs of younger professionals. Listen in as Shawn opens up about the lessons he learned from growing his firm too quickly, evolving his target client, and navigating imposter syndrome. You'll also hear how he found his first client and eventually built a team serving more than 130 people. And don't miss Shawn's advice for new planners and career-changers about finding your fit and building confidence. You can find show notes and more information by clicking here: https://tinyurl.com/5t562es6

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  Episode #295

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

  Sep 11, 202628 min

  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 Van Deusen, Financial Planning Nerd at Kitces.com, to explore his journey from journalism and international relations into financial planning. Adam shares how he discovered the fee-only planning world, tested the waters through education and volunteer work, earned his CFP® certification, and prepared for an initial 50% pay cut to make the career change. Listen in to learn how he identified the type of financial planning firm and role that suited his strengths, found his first paraplanner position, and gained valuable experience working alongside multiple lead advisors. You'll also hear why he eventually moved from client-facing planning to Kitces.com, how he gradually expanded his responsibilities by testing new opportunities, and how pro bono financial coaching has allowed him to continue working directly with clients. Plus, Adam offers practical advice for career-changers and new planners on building professional skills, networking, gaining client-facing experience, and leveraging strengths beyond technical financial planning knowledge. You can find show notes and more information by clicking here: https://tinyurl.com/4nxemhj9

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  New Planner Podcast

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

  Sep 4, 202628 min

  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 Jesse Lineberry to unpack the latest New Planner Recruiting Salary Survey and what the data reveals about compensation across different experience levels, geographic regions, and firm types. You'll learn how asking salaries have changed since 2021, why experienced CFP professionals continue to command a significant premium, and where compensation is growing fastest across the country. Listen in as we explore the impact of AI on financial planning recruitment, the growing competition for entry-level talent, and why career changers may become an increasingly important source of future planners. You'll also hear real examples of accepted, negotiated, and rejected offers, as well as what compensation ranges look like for students, paraplanners, associate advisors, and lead advisors. Don't miss getting practical insights for both firm owners building their teams and planners evaluating their next career move. You can find show notes and more information by clicking here: https://tinyurl.com/mpfve4yz

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