New Planner Podcast

Ep #100: The Why of New Planner Recruiting with Caleb Brown


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Welcome to the 100th episode of the New Planner Podcast! To celebrate this milestone, we thought we would flip things around a little bit and have Jesse Lineberry and Jayla Blakemore interview Caleb about his career and the birth of New Planner Recruiting. If you are thinking of entering the financial planning profession, this is an episode you definitely won't want to miss!

Listen in as Caleb shares his unique story of finding a career in financial planning and why he decided to go into career development and recruiting within the profession and lay the groundwork for New Planner Recruiting. He also shares what he sees as the biggest challenge facing the industry over the next decade, the one key skill that every financial planner needs to succeed, and his advice for new planners just entering the profession—whether they're just out of school or changing careers!

You can find show notes and more information by clicking here: https://bit.ly/3BkyAMP

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New Planner PodcastBy Caleb Brown

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