New Planner Podcast
Caleb BrownJoin 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 e... more
| Publishes | Weekly | Episodes | 274 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | How ToEducationBusinessManagement | |||
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Latest Episodes
Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re... more
Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into fin... more
Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining y... more
In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expecta... more
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Reviews
- This is the resource to listen to.
This podcast is amazing and gives so much information to consider.
Apple Podcasts5tgedward
United States8 months ago - Great Listen for Young Financial Advisors
Learning a ton about the financial services industry in every episode!
Apple Podcasts5thomasgoldman1United States4 years ago - 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.
Apple Podcasts5rlane333United States4 years ago - 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.
Apple Podcasts5kristinagroffUnited States4 years ago - 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.
Apple Podcasts5BarleyOtisUnited States5 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #111 | United States/Business/Management |
Apple Podcasts | #85 |  Philippines/Business/Management |
Talking Points
Recent interactions between the hosts and their guests.
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Frequently Asked Questions About New Planner Podcast
What is New Planner Podcast about and what kind of topics does it cover?
Focused on the journey of financial planning, this series aims to assist those navigating or considering a career in this field. Topics frequently discussed include career transitions into financial planning, the significance of mentorship, and the importance of building solid client relationships. The podcast also highlights unique personal stories from industry professionals, offering insights into various career paths within financial planning and strategies for success. Notable for its inclusive perspective, it provides resources and advice tailored specifically for novices and those looking to pivot from different professions.
Where can I find podcast stats for New Planner Podcast?
Rephonic provides a wide range of podcast stats for New Planner Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to New Planner Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does New Planner Podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for New Planner Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for New Planner Podcast?
Rephonic provides comprehensive predictive audience data for New Planner Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does New Planner Podcast have?
To see how many followers or subscribers New Planner Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to New Planner Podcast?
These podcasts share a similar audience with New Planner Podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Long View
4. Animal Spirits Podcast
5. Ask The Compound
How many episodes of New Planner Podcast are there?
New Planner Podcast launched 5 years ago and published 274 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact New Planner Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for New Planner Podcast?
Rephonic pulls ratings and reviews for New Planner Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for New Planner Podcast?
Rephonic provides full transcripts for episodes of New Planner Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on New Planner Podcast?
Recent guests on New Planner Podcast include:
1. Charlotte Morgan
2. Kelly Metzler Randall
3. Daniel Stefanski
4. Patrick Moore
5. Haley Ellis
6. Mary Ann Sullivan
7. Keith Wayne
8. Bryan Lee
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.