HeyJaredNew Planner Podcast
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Ep #295: Changing Careers to Become a CFP with Adam Van Deusen (opens the original)
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What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam Van Deusen, Financial Planning Nerd at Kitces.com, to explore his journey from journalism and international relations into financial planning. Adam shares how he discovered the fee-only planning world, tested the waters through education and volunteer work, earned his CFP® certification, and prepared for an initial 50% pay cut
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry (opens the original)
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What are financial planners really worth in today's job market? And what does that mean for firms trying to attract and retain top talent? In this episode, I'm joined by Jesse Lineberry to unpack the latest New Planner Recruiting Salary Survey and what the data reveals about compensation across different experience levels, geographic regions, and firm types. You'll learn how asking salaries have changed since 2021, why experienced CFP professionals continue to command a significant premium, and
Ep #294: Intern to Partner with Brittany Brinckerhoff (opens the original)
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What does it take to go from a college student with a math degree and no financial planning experience to a partner at a wealth management firm? In this episode, Brittany Brinckerhoff shares the unconventional path that took her from an internship she knew almost nothing about to a decade-long career at Hilltop Wealth Advisors. You'll learn how an internship helped her discover financial planning, why she took the Series 7 and 65 while still in college, and how she transitioned from intern to pa
Ep #293: Family Office to RIA with Lonniece McDonald (opens the original)
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How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial planning and earned her CFP, her transition from a large family-office environment to a smaller boutique RIA, and how internships helped her explore different areas of finance. Listen in to learn what she values about working with a smaller team, as well as what she believes newer planners should f
Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool (opens the original)
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What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financial planner at Mercer Advisors, and she joins the show today to share how mentorship, community involvement, and saying yes to unexpected opportunities helped launch her career just months after graduating. Listen in to learn why finding the right firm matters more than landing the first job, as well as how the FinServ Foundatio
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