New Planner Podcast

Sometimes the best way to prepare for a career is to put yourself in situations that force you to grow. In this episode, we speak with Alex Healy, a financial planning student at the University of South Florida, about choosing financial planning as a career, building leadership experience in college, and finding opportunities to learn beyond the classroom. Alex shares how he discovered financial planning and why he believes student-led organisations can help bring more people into the profession. You'll learn what he looks for in a potential employer, why development, mentorship and training matter when starting a career, how internships have helped him understand different areas of financial planning, and how leadership and public speaking have helped him build confidence. Alex also shares his advice for students entering the profession, including why putting yourself in uncomfortable situations can create valuable opportunities. You can find show notes and more information by clicking here: https://tinyurl.com/4hy57t23

What happens when you apply for an administrative role in financial planning and unexpectedly find yourself on the advisor track instead? Nicole Burdick of Money Maven Financial shares how she went from wanting a safe, behind-the-scenes role to building a career as a financial planner, navigating the challenges of finding clients, learning the profession without a traditional apprenticeship, and developing confidence along the way. You'll learn how her earlier experience running a small business helped her adapt, why a collaborative workplace made such a difference, and what she learned from some of the most difficult years of her career. Listen in as Nicole explains how she built a planning-led business model, balanced growing her practice with motherhood and family life, and decided what to delegate as her business evolved. She also discusses charging separately for financial planning, setting an investment minimum, using boundaries to shape her client base, and the role the CFP curriculum played in filling gaps in her knowledge. For newer planners and career-changers, Nicole shares practical lessons on building confidence, knowing what you don't need to do yourself, and giving yourself room to pivot when things don't go according to plan. You can find show notes and more information by clicking here: https://tinyurl.com/bdcfw4en

Changing careers after more than a decade in one profession is a big leap, but starting over doesn't necessarily mean starting from scratch. Zachary Zwillinger spent 12 years as a securities litigator before leaving the legal profession to build his own fee-only financial planning firm, bringing skills and experience from his legal career into an entirely new field. In this episode, Zach shares how he transitioned from lawyer to financial planner, why he launched his own firm rather than join an established practice, and how his legal background helped him tackle CFP education, compliance, and client work. Listen in to learn how he developed a flat-fee model for young lawyers, found his first clients, and built a niche. Zach also discusses the financial preparation that gave him the freedom to change careers, what he's learned from his first year in business, and his advice for planners considering a career change or launching their own firm. You can find show notes and more information by clicking here: https://tinyurl.com/4zc5828t

Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the "kindergartner" again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the financial realities of starting over, and how she has used skills from her previous career to build confidence in a new one. She also shares why approaching firms like a prospective client can be a valuable way to learn about the profession and make connections. Her experience offers a practical look at what career-changers can expect when entering financial planning, so make sure to tune in! You can find show notes and more information by clicking here: https://tinyurl.com/4t6sypzv

What does it take to break into financial planning? Today's guest is Shawn Tydlaska, Founder & CEO of Tessara Wealth, who joins the show to share how he found his right fit in the industry after struggling to find the right opportunity. You'll learn why Shawn ultimately decided to start his own firm (without ever having been a lead planner or having a single client), why he pursued the CFP designation, and how he built a financial planning process designed around the needs of younger professionals. Listen in as Shawn opens up about the lessons he learned from growing his firm too quickly, evolving his target client, and navigating imposter syndrome. You'll also hear how he found his first client and eventually built a team serving more than 130 people. And don't miss Shawn's advice for new planners and career-changers about finding your fit and building confidence. You can find show notes and more information by clicking here: https://tinyurl.com/5t562es6

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 to make the career change. Listen in to learn how he identified the type of financial planning firm and role that suited his strengths, found his first paraplanner position, and gained valuable experience working alongside multiple lead advisors. You'll also hear why he eventually moved from client-facing planning to Kitces.com, how he gradually expanded his responsibilities by testing new opportunities, and how pro bono financial coaching has allowed him to continue working directly with clients. Plus, Adam offers practical advice for career-changers and new planners on building professional skills, networking, gaining client-facing experience, and leveraging strengths beyond technical financial planning knowledge. You can find show notes and more information by clicking here: https://tinyurl.com/4nxemhj9

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 where compensation is growing fastest across the country. Listen in as we explore the impact of AI on financial planning recruitment, the growing competition for entry-level talent, and why career changers may become an increasingly important source of future planners. You'll also hear real examples of accepted, negotiated, and rejected offers, as well as what compensation ranges look like for students, paraplanners, associate advisors, and lead advisors. Don't miss getting practical insights for both firm owners building their teams and planners evaluating their next career move. You can find show notes and more information by clicking here: https://tinyurl.com/mpfve4yz

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 paraplanner—and eventually lead advisor. Listen in as Brittany offers practical lessons for newer planners on building confidence, finding mentors, networking, and navigating the different stages of an advisory career. She also explains how Hilltop has evolved its career tracks to help newer advisors reach client-facing work sooner, how the firm approaches business development without relying on cold calling, and why she believes the human side of financial planning will remain essential even as technology and AI advance. You can find show notes and more information by clicking here: https://tinyurl.com/29uhpwxt

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 focus on as they build their careers. You'll also hear what has been central to Lonniece's development as a planner, her take on AI, and what we can do to increase awareness of the profession and encourage more women to pursue CFP careers. You can find show notes and more information by clicking here: https://tinyurl.com/mr2nhanz

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 Foundation is helping develop the next generation of financial planners. You'll hear lessons learned from balancing multiple roles while studying for the CFP®, the value of networking, and why experienced professionals have an important role to play in giving back to the profession. You can find show notes and more information by clicking here: https://tinyurl.com/ze2zhj4d

What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventional journey into financial planning after spending seven years as a stay-at-home mom. From earning her CFP® designation through self-study to discovering that being client-facing wasn't the only path to a fulfilling career, Tiffiny explains how she built a role that aligns with both her professional strengths and her family life. Listen in to learn how to transition into financial planning later in life, navigate career changes with confidence, and explore the many opportunities available beyond traditional advisor roles. Tiffiny also offers an inside look at investment trading within an RIA, how she applies financial planning principles behind the scenes, and why flexibility, curiosity, and finding the right firm can lead to a more rewarding and sustainable career. You can find show notes and more information by clicking here: https://tinyurl.com/mpehe7b4

What does it take to completely reinvent your career and break into financial planning from an unconventional background? In this episode, Andrew Bencivenga, financial planner at Brindle & Bay Wealth Management, shares his unique journey from teaching English in South Korea and running a craft brewery to becoming a successful financial planner. Listen in to learn how Andrew identified transferable skills from his previous careers, earned his CFP while working exhausting hours, broke into the profession through persistence and cold outreach, and accelerated his growth through mentorship and technical expertise. Andrew also shares lessons on finding the right firm fit, building trust, and why showing up consistently can make all the difference for new planners starting their careers. You can find show notes and more information by clicking here: https://tinyurl.com/575p8eu7

How do you go from an intern ordering office supplies to owning your own financial planning firm? Nick Scheibner shares the journey that took him from accidentally discovering financial planning at university to spending 14 years growing within one firm before taking the leap to launch his own RIA. You'll learn why saying "yes" to every opportunity accelerated his career, how taking on overlooked responsibilities made him indispensable, and why confidence is built one client conversation at a time. Listen in as Nick opens up about the personal experiences that motivated him to become a business owner, the challenges of leaving a stable career, and the lessons he's learned building his own practice. Whether you're a student, intern, associate advisor, or considering starting your own firm one day, this episode is filled with practical advice on developing your skills, earning trust, building relationships, and creating a career you'll never regret pursuing. You can find show notes and more information by clicking here: https://tinyurl.com/3wtpr535

How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan and Garrett Welsh from Allegiance Financial Group Advisory Services to explore their journeys into financial planning, how they chose the right firm, and what they've learned transitioning from students to professionals. Listen in to learn how Samantha and Garrett evaluated career opportunities, why finding the right firm culture mattered, how paraplanners can contribute value from day one, and how technology like AI is changing (but not replacing) the human side of financial advice. You'll also hear practical advice for aspiring planners, including how to build confidence in client meetings and create your own career opportunities. You can find show notes and more information by clicking here: https://tinyurl.com/ycyp7btc

What does it take to move to a new country, earn an MBA, become a CFP®, and launch a wealth management firm—all in under four years? In this conversation, Imade Iyamu shares how she built Arusha Wealth after immigrating to the United States, and why her mission is focused on helping immigrants and cross-border clients navigate some of the most complex financial systems in the world. We explore the real challenges behind building financial stability in a new country, from credit systems and taxes to visas, estates, and retirement planning across borders. Imade also breaks down how she went from law to finance, earned her CFP®, and launched an RIA while designing a business model rooted in education, community, and long-term trust. This episode offers practical insight into niche firm-building and what it really means to start a business while still learning the system yourself. You can find show notes and more information by clicking here: https://tinyurl.com/3tjr2xvu

What happens when a software engineer decides to start over and build a career in financial planning? In this episode, Jamie Clark shares their journey from a successful career in technology to becoming a CFP professional and founder of their own financial planning firm. You'll learn how they navigated a major career transition, prepared financially for a significant pay cut, built confidence in a new profession, and discovered that financial planning was the right fit for their long-term goals. Jamie also discusses what new planners can learn from working with hundreds of client situations, the realities of launching an independent firm, and why building systems, boundaries, and confidence are essential for success. Whether you're considering a career change, working toward your CFP marks, or dreaming of starting your own practice, this conversation offers practical insights into building a rewarding career in financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/ycbrj9vp

What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode, Brooke Jackson, an advisor at Painted Porch Advisors, shares her 11-year journey in the profession and the lessons learned through every transition. Brooke walks through how she discovered financial planning at Texas Tech, what drew her into the profession, and how early mentorship shaped her foundation. She also shares what it was like transitioning between very different firm environments, how her responsibilities evolved from analyst work to advising clients directly, and what ultimately led her to her current role. This episode is a practical and honest look at career growth, adaptability, and finding the right environment to thrive in financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/3kacc7x7

What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial Planning Associate at Schulz Wealth in Mansfield, TX, shares her journey into the profession and what it was really like transitioning from student to practicing advisor. From early nerves and imposter syndrome to finding her footing inside a small, hands-on firm, Krystal reflects on the highs, lows, and unexpected lessons of her first year. Listeners will learn how new planners can build confidence in client meetings, why real-world experience accelerates professional growth, and how mentorship shapes early career development in financial planning. Krystal also breaks down her day-to-day responsibilities—from meeting preparation and client follow-ups to estate planning work and early exposure to trading—and highlights practical strategies for becoming more confident, present, and effective in advisory conversations. You can find show notes and more information by clicking here: https://tinyurl.com/28zxwun7

What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her unusual and fast-tracked journey into the financial planning profession, starting with zero financial literacy and a chance conversation at a restaurant. Listen in as Hanna walks through how mentorship, initiative, and a willingness to start with administrative work helped her move from student to advisor to partner in a remarkably short time. You'll learn how she built trust early, transitioned from apprenticeship to client-facing work, and developed her own book of business while still being supported by a collaborative firm. You can find show notes and more information by clicking here: https://tinyurl.com/436yrypc

What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the winding and unconventional path that took him from golf course conversations and banking roles to becoming a leader inside a growing RIA. Along the way, Preston opens up about the risks, career pivots, mentors, and mindset shifts that shaped his journey through multiple areas of the financial services industry. Listen in to learn how he navigated transitions from banking and lending into wealth management, why he chose learning opportunities over short-term financial security, and how relationships consistently opened new doors throughout his career. You'll get valuable insight into the evolution of the advisory profession, the importance of CFP education, building operational leadership inside an RIA, and how advisors can position themselves as indispensable team members while continuing to evolve professionally. You can find show notes and more information by clicking here: https://tinyurl.com/mr384j55