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
Claim This Podcastby Caleb Brown
4.8(60 reviews)
299 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
93
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality97
Social91
YouTube93
Engagement85
Podcast Overview
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.
Language
🇺🇲
Publishing Since
9/29/2020
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93
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality97
Social91
YouTube93
Engagement85
9
Excellent Areas
2
Good Performance
8
Growth Opportunities
excellent
Publishing Consistency
Every 7 days
Performing excellently!
good
Show Notes Quality
3.0/5
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Recent Episodes
June 19, 2026
Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette
Financial Planning Associate Krystal LaFollette shares her candid experiences and lessons learned during her first year transitioning from student to practicing advisor in this interview.
June 12, 2026
Ep #283: College Student to Partner in 3 Years with Hanna Molta
Hanna Molta, Partner at Seven Hills Financial, shares her rapid ascent from college student to financial planning partner in three years, detailing mentorship and initiative.
June 5, 2026
Ep #282: Banker to Director of Financial Planning with Preston Henry
Host Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares his unconventional journey from banking to leading an RIA, offering insights into career pivots and professional evolution.
299 total episodes available with 120 transcripts
Recent guests on New Planner Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Krystal LaFollette
Guest
Hanna Molta
Guest
Preston Henry
Guest
Andy Baxley
Guest
Gary Clement
Guest
Evan Fears
Guest
Landon Warmund
Guest
Tamsie Black
Guest
Annie Gray
Guest
Marianne Alagos
Guest
Brennon Holleb
Guest
Matt Higbie
Guest
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Frequently asked questions
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- What is New Planner Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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