New Planner Podcast
Duración total:
20 h 50 min
Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer
New Planner Podcast
27:03
Ep #272: Building a Practice Working with School District Employees with Landon Warmund
New Planner Podcast
27:17
Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams
New Planner Podcast
33:02
Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal
New Planner Podcast
36:22
Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black
New Planner Podcast
47:13
Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb
New Planner Podcast
28:23
Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie
New Planner Podcast
24:50
Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter
New Planner Podcast
35:07
Ep #265: Middle School Teacher to CFP with David Tenerelli
New Planner Podcast
27:31
Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan
New Planner Podcast
26:23
Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard
New Planner Podcast
26:38
Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel
New Planner Podcast
27:25
Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
New Planner Podcast
26:39
Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
New Planner Podcast
31:15
Ep #259: Finding Your Right Career Fit with Lillian Turner
New Planner Podcast
40:31
Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
New Planner Podcast
26:19
Ep #257: Chemistry Major to CFP with Kelly Metzler
New Planner Podcast
27:24
Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
New Planner Podcast
33:45
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
New Planner Podcast
26:40
Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
New Planner Podcast
24:01
Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
New Planner Podcast
26:39
Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
New Planner Podcast
30:20
Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
New Planner Podcast
25:08
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