New Planner Podcast
المدة الإجمالية:
20 h 59 min
Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
New Planner Podcast
29:41
Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
New Planner Podcast
23:48
Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee
New Planner Podcast
57:02
Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
New Planner Podcast
48:05
Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
New Planner Podcast
29:50
Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
New Planner Podcast
43:47
Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
New Planner Podcast
42:48
Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
New Planner Podcast
27:01
Ep #243: 21 Years at the Same Firm with Andrea Eaton
New Planner Podcast
27:16
Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich
New Planner Podcast
23:28
Ep #241: From Clergy to CFP with Samuel Kim
New Planner Podcast
25:01
Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff
New Planner Podcast
42:09
Ep #239: Thriving in a Hybrid Role with Matthew Gray
New Planner Podcast
34:10
Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu
New Planner Podcast
32:24
Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe
New Planner Podcast
24:14
Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau
New Planner Podcast
26:11
Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette
New Planner Podcast
28:03
Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood
New Planner Podcast
41:55
Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
New Planner Podcast
30:48
Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman
New Planner Podcast
28:26
Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
New Planner Podcast
27:49
Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
New Planner Podcast
42:21
Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
New Planner Podcast
21:35
Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
New Planner Podcast
29:40
Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
New Planner Podcast
26:53
Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
New Planner Podcast
27:28
Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
New Planner Podcast
26:54
Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
New Planner Podcast
38:24
Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
New Planner Podcast
14:08
Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis
New Planner Podcast
25:33
Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg
New Planner Podcast
29:45
Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu
New Planner Podcast
26:08
Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll
New Planner Podcast
34:50
Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge
New Planner Podcast
26:10
Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee
New Planner Podcast
35:36
Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith
New Planner Podcast
40:59
Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle
New Planner Podcast
30:06
Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett
New Planner Podcast
26:03
Ep #214: Engineer to Certified Financial Planner with Justin Rice
New Planner Podcast
30:55
Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
New Planner Podcast
31:42