『New Planner Podcast』のカバーアート

New Planner Podcast

New Planner Podcast

著者: Caleb Brown
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.© 2020 New Planner Recruiting. All rights reserved. マネジメント マネジメント・リーダーシップ 経済学
エピソード
  • Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore
    2026/04/17

    What do you do when rejection, setbacks, and uncertainty hit early in your career? In this episode, Francesco D'Amore shares how he turned college rejection, uncertainty about his career path, and limited resources into a clear plan to break into the financial planning profession. From teaching himself to pass the SIE exam using only YouTube to transferring schools and landing internships through networking, Francesco explains how curiosity and persistence shaped his journey.

    Listen in to learn how to stand out as a student or career-changer, why networking conversations matter more than formal applications, and how internships actually turn into opportunities. You'll hear Francesco's long-term plan for becoming a financial planner, pursuing the CFP certification, and building a career in the industry.

    You can find show notes and more information by clicking here: https://tinyurl.com/3jha4f6b

    続きを読む 一部表示
    26 分
  • Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore
    2026/04/10

    What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and creator of the Amplified Planning Externship, shares how a unique program started during the pandemic and quickly grew into one of the most recognized learning experiences for aspiring financial planners.

    Listen in to learn how the Externship works, what participants actually do during the eight-week program, and why the community and real-world exposure make such a big impact on career direction. You'll learn who the Externship is for, what skills participants develop, and what to expect this year in terms of timing, pricing, and registration.

    You can find show notes and more information by clicking here: https://tinyurl.com/727erpwe

    続きを読む 一部表示
    20 分
  • Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
    2026/04/03

    What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers.

    Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to starting his own firm from scratch. You'll also hear what it takes to build a strong company culture, attract top talent, and embrace imposter syndrome to become a better advisor.

    You can find show notes and more information by clicking here: https://tinyurl.com/yxa685fy

    続きを読む 一部表示
    41 分
まだレビューはありません