New Planner Podcast
1) Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has ne...Show More
2) Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show tw...Show More
3) Ep #259: Finding Your Right Career Fit with Lillian Turner
Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're intereste...Show More
4) Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigati...Show More
Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
26:19 | Dec 12th, 2025
5) Ep #257: Chemistry Major to CFP with Kelly Metzler
Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you...Show More
6) Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financ...Show More
Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
33:45 | Nov 28th, 2025
7) Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're intereste...Show More
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
26:40 | Nov 21st, 2025
8) Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted mor...Show More
Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
24:01 | Nov 14th, 2025
9) Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. ...Show More
10) Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, le...Show More