Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
September 09, 2015
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
Caleb is the co-founder and CEO of New Planner Recruiting, the leading recruiting firm for financial planners nationwide. They find and interview candidates in college programs, as well as those who are changing careers and are breaking into financial planning and pair them with financial planning firms that are hiring.
If you are a young advisor listening to this show, you'll find a ton of value here today. Caleb shares his struggles with finding a job and how his hustle helped him land his first gig, defining his career path. Those efforts led Caleb to co-found New Planner Recruiting, which he runs as the recruiting company he wish existed when he was trying to find that first job.
This interview has a ton of value for both the planners looking for a job as well as the firm owners that are looking to hire planners.
Listen to the Full Interview:
What You'll Learn From This Episode:
- How to keep going after being told "no."
- Caleb’s path to finally establishing himself as a financial planner.
- What set Caleb apart from other job candidates.
- How to take the initiative to make yourself more competitive.
- Why the hustle is vital to your success as a planner.
- Caleb’s recruiting processes for new financial planners.
- Two factors that Caleb looks for in a candidate.
- The big mistakes that you need to avoid if you are hiring.
Featured on the Show:
- Connect with Caleb: New Planner Recruiting | Email | Blog | Facebook | Twitter | LinkedIn
- NaviPlan
- Strengths Finder
- Money Guide Pro
This Episode Is Sponsored by:
Share
- Financial Planning (179)
- Advisors (172)
- Fee-only advisor (136)
- Financial Planners (136)
- Millennials (116)
- Finance (115)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Financial Advisors (77)
- Entrepreneurship (76)
- Advisor Posts (61)
- Business Development (52)
- Niche (48)
- RIA (44)
- Building Your Firm (41)
- Growth (34)
- Career Changers (27)
- Networking & Community (26)
- Starting a Firm (26)
- Family (23)
- Launching a firm (23)
- Financial Plan (20)
- Compliance (18)
- Social Responsibility (18)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Financial Freedom (12)
- Financial Success (12)
- First Year (12)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Advisor Success (11)
- Communication (11)
- Taxes (11)
- Women (10)
- Family Business (9)
- Financial Education (9)
- Staffing & HR (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Scaling (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- RIA Owner (7)
- Tax Preparation (7)
- Work Life Balance (7)
- Benchmarking Study (6)
- Business Coach (6)
- Financial Life Planning (6)
- Hourly (6)
- Leadership & Vision (6)
- Preparing to Launch (6)
- Small Business Owner (6)
- Student Loan Debt (6)
- Certified Public Accountant (CPA) (5)
- College Planning (5)
- Discrimination (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Lifestyle practice (5)
- Mergers (5)
- Passions (5)
- Preparing to Launch (5)
- Relationships (5)
- Remote (5)
- Technology (5)
- Business Owner (4)
- Challenges (4)
- Finances (4)
- Firm Ownership (4)
- Impostor Syndrome (4)
- Inspiration (4)
- Military Finance (4)
- Pricing Models (4)
- Retirement (4)
- Side Hustle (4)
- Support System (4)
- Teamwork (4)
- Time Management (4)
- Virtual (4)
- Working Mom (4)
- Advice-Only Planning (3)
- Company (3)
- Data (3)
- Divorce (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Faith-Based Finance (3)
- Finding Success (3)
- Grief (3)
- Intention (3)
- Lessons (3)
- Management (3)
- Minorities (3)
- Monthly Retainer Model (3)
- Operations Manager (3)
- Perspective (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Regulators (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Tech Stack (3)
- Virtual Advisor (3)
- Wealth (3)
- Authenticity (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charitable Donations (2)
- Check in (2)
- Christine Amill Centeno (2)
- Conversations (2)
- Custody Rule (2)
- Dual-Entrepreneurs (2)
- Emily Purdon (2)
- Empathy (2)
- Equity Compensation (2)
- Fiduciary (2)
- Firm Within a Firm (2)
- First Six Months (2)
- Growing Income (2)
- Healing (2)
- Homeschool Families (2)
- Hui-chin Chen (2)
- Immigrants (2)
- Impact Folio (2)
- Investing (2)
- Kevin Mahoney (2)
- Life planning (2)
- Maddy Roche (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Morgen Rochard (2)
- Moving Forward (2)
- Outsourcing (2)
- Pandemic (2)
- Part Time (2)
- Physicians (2)
- Planning (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- Purpose (2)
- RIA Consultant (2)
- RIA Registration (2)
- Real Estate (2)
- Referrals (2)
- Regulations (2)
- Ryan Frailich (2)
- Security (2)
- Selling Insurance (2)
- Solutions (2)
- Survey (2)
- Systems (2)
- Tech Professionals (2)
- Visionary and Integrator Roles (2)
- Wealth Management (2)
- Arlene Moss (1)
- Automation (1)
- Balance Sheet (1)
- Behavior (1)
- Business (1)
- Care (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Chad Holmes (1)
- Clarity Wealth Development (1)
- Client Acquisition (1)
- Consulting (1)
- Consumer Protection (1)
- Corporate Banking (1)
- Corporate Finance (1)
- Couples (1)
- Cryptocurrency (1)
- Custodians (1)
- Dave Ramsey (1)
- Delegating Tasks (1)
- Depression (1)
- Differentiation (1)
- Disability Accounts (1)
- Dream Firm (1)
- ESG Investing (1)
- Early Retirement (1)
- Economics (1)
- Educators (1)
- Effectiveness (1)
- Elaine King (1)
- Elements (1)
- Emlen Miles-Mattingly (1)
- Engineer (1)
- Equally-Owned Firm (1)
- Exchange-Traded Funds (ETF) (1)
- FINRA (1)
- FSG (1)
- Fields Financial Services (1)
- Finance for Parents (1)
- Financial Independence, Retire Early (FIRE) (1)
- Financial Life Management (1)
- Finding Your Why (1)
- Formula Wealth (1)
- Goals (1)
- Greater Than Financial (1)
- Health Care (1)
- Heather Townsend (1)
- Hedge Fund (1)
- Holistic (1)
- How to be a Financial Advisor (1)
- IRA (1)
- Ian Bloom (1)
- Impact (1)
- Impact Acceleration (1)
- Implementing (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Insurance (1)
- Integrity (1)
- Internal Revenue Service (1)
- Interns (1)
- Investment Planner (1)
- Investor (1)
- Kendra Rehm-Dehn (1)
- Kori Lennon (1)
- Leslie Ransom (1)
- Listener survey (1)
- Loan forgiveness (1)
- Make Money Mindshift (1)
- Malcolm Thomas (1)
- Mandatory Payroll Withholding (1)
- Marlon Wesh (1)
- Martha Williams (1)
- Matthew Ricks (1)
- Measure Twice Financial (1)
- Michael Reynolds (1)
- Mike Troxell (1)
- Mistakes (1)
- Money Management (1)
- Money Quotient (1)
- Motherhood (1)
- Motivation (1)
- Nancy Hetrick (1)
- Natalie Slagle (1)
- Natalie Taylor (1)
- Native American (1)
- NexJenn Financial Services (1)
- Operations (1)
- Opportunities (1)
- Patrick Clark (1)
- Patrick King (1)
- Paul Allen (1)
- Payment Model (1)
- Peace of Mind Waypoints (1)
- Pivot (1)
- Portfolio Management (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Quinn Arnold (1)
- RIA Audit (1)
- Rachael Burns (1)
- Real Estate Investing (1)
- Real Estate Wealth Planning (1)
- Realtors (1)
- Recruiting (1)
- Redwood Money (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Risk (1)
- Risk Management (1)
- River Nice (1)
- Rob Colon (1)
- Robo Advisors (1)
- Rowan Financial (1)
- Ryan Grieser (1)
- Ryan Mohr (1)
- SEC (1)
- Sales (1)
- Sarah Ponder (1)
- Scholarship (1)
- Selling a Firm (1)
- Smarter Divorce Solutions (1)
- Special Needs (1)
- Start Ups (1)
- Stefanie Pickard (1)
- Steven Fox (1)
- Stigma (1)
- Study Group (1)
- Sue Peck (1)
- TAMP (1)
- Target Audience (1)
- Task Management (1)
- Taylor Deardorff (1)
- Team Communication (1)
- The Market (1)
- Trader (1)
- Transparency (1)
- Trusts (1)
- Unexpected Challenges (1)
- Virtual Assistant (1)
- Virtual Paraplanner (1)
- XYPN Books (1)
- XYPN Invest (1)
- XYPN Membership (1)
- XYPN News (1)
Get episode alerts by email
You May Also Like
These Related Episodes