New Planner Podcast

Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown


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Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss!

Listen in as we dive into the purpose behind the book, how to navigate the profession, and the various career paths that are available. We also discuss how to avoid common pitfalls, making this a valuable episode for both fresh graduates and career changers interested in financial planning.

You can find show notes and more information by clicking here: https://bit.ly/3SdD9kw

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New Planner PodcastBy Caleb Brown

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