New Planner Podcast
Total duration:
18 h 04 min
Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
New Planner Podcast
25:40
Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
New Planner Podcast
25:13
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
New Planner Podcast
27:16
Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
New Planner Podcast
20:16
Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
New Planner Podcast
21:10
Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
New Planner Podcast
24:57
Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
New Planner Podcast
32:54
Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker
New Planner Podcast
29:42
Ep #172: Finding a Fit as a Paraplanner with Joey Covolo
New Planner Podcast
25:47
Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
New Planner Podcast
38:37
Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
New Planner Podcast
24:15
Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel
New Planner Podcast
21:11
Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips
New Planner Podcast
25:01
Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard
New Planner Podcast
23:12
Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
New Planner Podcast
28:55
Ep #166: Managing a Paint Store to CFP with Nathan McDuffee
New Planner Podcast
23:12
Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell
New Planner Podcast
28:09
Ep #164: How to Get Your Foot in the Door with Daniel Yerger
New Planner Podcast
28:09
Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards
New Planner Podcast
28:54
Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore
New Planner Podcast
32:21
Ep #161: From Bank Channel to Silo RIA with Scott Oeth
New Planner Podcast
30:28
Ep #160: How to Best Negotiate Compensation with Kate Dixon
New Planner Podcast
29:36
Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan
New Planner Podcast
25:41
Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield
New Planner Podcast
23:51
Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim
New Planner Podcast
27:03
Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute
New Planner Podcast
43:55
Ep #156: Starting as a CFP then Joining the Military with Jon Harrington
New Planner Podcast
22:00
Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt
New Planner Podcast
24:22
Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff
New Planner Podcast
21:59
Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson
New Planner Podcast
21:45
Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey
New Planner Podcast
27:13
Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry
New Planner Podcast
46:33
Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
New Planner Podcast
19:14
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
New Planner Podcast
23:38
Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees
New Planner Podcast
27:14
Ep #149: Financial Literacy to Financial Planning with Dana Carney
New Planner Podcast
25:46
Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke
New Planner Podcast
27:56
Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore
New Planner Podcast
25:10
Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen
New Planner Podcast
26:43
Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
New Planner Podcast
29:48