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.

Recent Episodes

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Recent Reviews

thomasgoldman1

Great Listen for Young Financial Advisors

Learning a ton about the financial services industry in every episode!
rlane333

The Kitces of Planner Recruiting

Wonderful podcast. Caleb hosts a variety of guests with insights on numerous topics. There’s no better podcast for new planners trying to break into the industry.
kristinagroff

Incredible resource and content

I am addicted to this podcast! The variety of guests and questions Caleb asks are thought provoking and super helpful. For context, I’m a female advisor in the business for 6 years and plan to transition to fee-only planning in the next year. I highly recommend this podcast.
BarleyOtis

Inspirational

Anyone considering becoming a Certified Financial Planner and/or a Certified Kingdom Advisor should definitely listen to this inspiring podcast. Thank you Caleb Brown and Coleburn Spence.
ron magill

Worthwhile Resource

As a young professional looking to make a switch into the financial planning world, Caleb’s podcast has been a game-changer. It seems like there is an episode geared towards all of the questions that I run into as I continue to study and research. Thanks for the great resource!
DanielW🚴🏻‍♂️

Best Place to Start for New Planners

As a career-changer CFP Candidate, Caleb Brown & New Planner Recruiting’s resources always deliver. Great podcast!