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New Planner Podcast: Daily Summaries Delivered
by Caleb Brown
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago28 min
Ep #302: Intern to Co-Owner with Liz Hand
Today's guest has taken an unconventional path to building her financial planning career, from overcoming imposter syndrome to buying out her father's firm and introducing retirement coaching. Liz Hand joins the show to share how understanding clients' relationships with money can help them make more intentional financial decisions, why even diligent savers can struggle to feel financially free in retirement, and how planners can look beyond the numbers to help clients align their wealth with what matters most. Listen in as Liz discusses navigating family business succession with her brother, as well as the thinking behind her book, Money Is a Mirror. You'll hear what new planners can learn from moments of uncertainty and advice for those entering the profession. Liz offers a valuable perspective on combining financial planning with deeper conversations about purpose, beliefs, and the lives that clients want their money to support. You can find show notes and more information by clicking here: https://tinyurl.com/2ctbpsw4
- 2 weeks ago29 min
Ep #301: 23 Years into a Financial Planning Career with Sarah Mouser
What does it take to build a long-term career in financial planning without following the traditional path of becoming a lead advisor with your own book of business? Sarah Mouser, a financial planning specialist at Merit Financial Advisors, shares how she went from an accounting major and internship to building financial planning teams, developing next-generation advisors and taking on increasingly strategic leadership roles. She discusses the value of mentorship, why internships can shape a career, the different pathways available to planners and advisors, and how she built her confidence and expertise over more than two decades in the profession. Sarah also explains how technology is changing the way new planners develop their skills, why the traditional six- to eight-year development runway could become shorter, and what she looks for when hiring emerging talent. You'll learn how she approaches professional designations, why interpersonal skills and curiosity can matter more than a candidate's GPA, how to think about finding your own lane in financial planning, and why firms need to rethink how they use technology to support both clients and the next generation of advisors. You can find show notes and more information by clicking here: https://tinyurl.com/3yypyrzx
- 3 weeks ago23 min
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 student at the University of South Florida, about choosing financial planning as a career, building leadership experience in college, and finding opportunities to learn beyond the classroom. Alex shares how he discovered financial planning and why he believes student-led organisations can help bring more people into the profession. You'll learn what he looks for in a potential employer, why development, mentorship and training matter when starting a career, how internships have helped him understand different areas of financial planning, and how leadership and public speaking have helped him build confidence. Alex also shares his advice for students entering the profession, including why putting yourself in uncomfortable situations can create valuable opportunities. You can find show notes and more information by clicking here: https://tinyurl.com/4hy57t23
- 4 weeks ago31 min
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 Financial shares how she went from wanting a safe, behind-the-scenes role to building a career as a financial planner, navigating the challenges of finding clients, learning the profession without a traditional apprenticeship, and developing confidence along the way. You'll learn how her earlier experience running a small business helped her adapt, why a collaborative workplace made such a difference, and what she learned from some of the most difficult years of her career. Listen in as Nicole explains how she built a planning-led business model, balanced growing her practice with motherhood and family life, and decided what to delegate as her business evolved. She also discusses charging separately for financial planning, setting an investment minimum, using boundaries to shape her client base, and the role the CFP curriculum played in filling gaps in her knowledge. For newer planners and career-changers, Nicole shares practical lessons on building confidence, knowing what you don't need to do yourself, and giving yourself room to pivot when things don't go according to plan. You can find show notes and more information by clicking here: https://tinyurl.com/bdcfw4en
- Oct 2, 202626 min
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 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
- Sep 25, 202623 min
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 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
- Sep 18, 202632 min
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 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
- Sep 11, 202628 min
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 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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About 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.
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