New Planner Podcast

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

July 24, 2026·32 min
Episode Description from the Publisher

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 discovering financial planning at university to spending 14 years growing within one firm before taking the leap to launch his own RIA. You'll learn why saying "yes" to every opportunity accelerated his career, how taking on overlooked responsibilities made him indispensable, and why confidence is built one client conversation at a time. Listen in as Nick opens up about the personal experiences that motivated him to become a business owner, the challenges of leaving a stable career, and the lessons he's learned building his own practice. Whether you're a student, intern, associate advisor, or considering starting your own firm one day, this episode is filled with practical advice on developing your skills, earning trust, building relationships, and creating a career you'll never regret pursuing. You can find show notes and more information by clicking here: https://tinyurl.com/3wtpr535

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