New Planner Podcast

Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you!

Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as well as how to implement those trends during a website refresh—and offers valuable advice for new planners on setting up their brand and gaining clients. You'll also hear about the types of candidates firms are looking for in today's market, how firms can attract top talent, and more.

You can find show notes and more information by clicking here: https://bit.ly/3B921VX

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you!

Listen in as George shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also walks us through his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing insights from his recent book, The Three Domains of Freedom, and the essential first step for new planners starting their careers.

You can find show notes and more information by clicking here: https://bit.ly/4eaZbOq

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this episode is for you!

Listen in as Cody discusses how he got hired at an RIA, his roles there, and why he left to start his own financial planning and education firm. He also talks about how he secured clients, developed his planning process, and achieved a better work-life balance. You'll hear why the advice-only model works for him, why it's a great niche for new planners, and his mission to change the public's perception of what a financial planner is and does.

You can find show notes and more information by clicking here: https://bit.ly/3yV9Yxg

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you.

Listen in as Bryan shares his journey into the financial planning profession, starting with his first role at a sole practitioner firm in California. You'll hear about his path to becoming a partner in a larger RIA after a merger, and how life eventually brought him back home to Texas. He also discusses the options he considered for his next step and why he chose to join an established firm where he could build his own book of business without starting from scratch.

You can find show notes and more information by clicking here: https://bit.ly/3Xd0jeG

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level.

Listen in to learn about the evolving hiring process, the truth behind candidates' preferences for virtual versus in-office work, and what Gen Z and Gen Y prioritize when job hunting. We also discuss how firms are encouraging new hires to complete the CFP exam and what it takes to earn well above the average living in this industry. Plus, you'll get insights into where the market for new financial planners is heading as we approach the end of 2024 and head into 2025.

You can find show notes and more information by clicking here: https://tinyurl.com/393jdmzf 

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you!

Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned firm but soon realizing she wanted to serve clients differently by offering financial planning services. She discusses how she taught herself financial planning through a book, launched her own all-virtual firm with a modular approach and no product sales, and eventually reignited her creative passions through marketing her firm. Katie also explains why she decided to close her firm to focus on training other financial planners in effective video marketing.

You can find show notes and more information by clicking here: https://bit.ly/3M5I5Wf

Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you!

Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and career seekers, what firms want to see in a candidate, and how to be the best job seeker. Katie also provides insights on how firms can attract the right talent and offers advice for those unhappy in their current firm, along with details about her consulting business.

You can find show notes and more information by clicking here: https://bit.ly/4cdSPwp

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you!

Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest marketing mistakes they make. She also explains the various marketing channels advisory firms should be active in, the proper way to repurpose content, and her top recommended marketing tool.

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

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you!

Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to compete in her third Olympic Games in Paris. She discusses how a suggestion from her boyfriend to take a financial planning class sparked her interest, leading her to pursue a master's degree in financial planning and aim for the CFP designation. Keturah also opens up about the challenges of managing her busy schedule, what she looks forward to in her financial planning career, and her tips for others with demanding commitments.

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

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you! 

Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial planning. He discusses his early interest in money, why he joined the Air Force after high school, and what led him to leave the military to start his own firm. Stay tuned until the end where Daniel outlines the structure and details of his firm, recalls the highlight of his career, and offers tips for new financial planners.

You can find show notes and more information by clicking here: https://bit.ly/4bHSAt6