New Planner Podcast

Caleb Brown co-founded New Planner Recruiting, and his podcast has become the go-to resource for anyone breaking into the financial planning profession. Over 286 episodes, Brown sits down with advisors at every career stage -- from CFP students still cramming for exams to seasoned professionals who made dramatic mid-career pivots from teaching, engineering, or investment banking. The format is almost entirely interview-based, with episodes running 25 to 47 minutes. Brown has a relaxed interviewing style that gets people talking honestly about their career paths, including the parts that did not go according to plan. Recent episodes have covered everything from building a father-son military financial planning firm to strategies for gaining confidence in your first client meetings. There is a practical emphasis on firm ownership decisions, finding the right employer match, and carving out a niche specialization. What makes this show particularly valuable is that it fills a gap most financial advisor podcasts ignore entirely. The majority of shows in this space assume you are already established and looking to grow. New Planner Podcast meets people where they actually are -- nervous, uncertain, and trying to figure out if this career is the right fit. The show carries a 4.8 rating on Apple Podcasts. For experienced advisors, there is still plenty here too, especially if you are mentoring junior planners or thinking about what your own career path looked like in hindsight. Brown asks the questions that new professionals are too afraid to bring up in job interviews.