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 | 281 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationManagementHow ToBusiness | |||
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Latest Episodes
David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You'll hear about his pivotal decision to leave after 10 years f... more
Sten Morgan is the Founder of Legacy Investment Planning and the Elite Advisor Network, and he joins the show to share his journey to becoming a firm owner. If you're interested in what it really takes to find your place in the profession, build a th... more
Travis Hibbard is a financial advisor at Fiduciary Financial Advisors, and he joins the show to share his transition from engineer to financial advisor after 18 years in a large manufacturing company. If you're interested in making a mid-career trans... more
Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending edu... 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 States9 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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #112 | United States/Business/Management |
Apple Podcasts | #157 |  South Africa/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?
Content is primarily centered around guiding aspiring financial planners through the intricacies of the profession, including career transitions and finding the right fit in financial planning roles. Episodes feature personal journeys from various professionals in the industry, emphasizing mentorship, emotional aspects of finance, and the importance of aligning career choices with personal values. This podcast uniquely offers insights straight from established professionals who share their experiences and advice, which is particularly beneficial for young professionals eager to establish themselves in the field. The diverse topics range from financial planning techniques to challenges faced by newcomers, aiming to educate and inspire listen... more
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?
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What are the audience demographics for New Planner Podcast?
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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. Retirement Planning Education, with Andy Panko
2. The Long View
3. Money Guy Show
4. BIF Bites
5. Ready For Retirement
How many episodes of New Planner Podcast are there?
New Planner Podcast launched 5 years ago and published 281 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. David Tenerelli
2. Sten Morgan
3. Travis Hibbard
4. Emily Koochel
5. Andrew Sivertsen
6. Mark Hansen
7. Lillian Turner
8. Charlotte Morgan
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.