Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
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Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia.Caleb shares his unique journey from struggling new grad to becoming a leader in placing next-generation talent at fee-only RIAs.We cover:* How Caleb balances three careers at once* Why the CFP® designation remains the gold standard* Common mistakes job seekers and firm owners make during hiring* What candidates should really look for in a first job (hint: it’s not just salary!)* The evolving career paths in financial planning and why the RIA channel continues to growWhether you’re a student, career changer, or firm owner, this episode is packed with insights on career growth, practice management, and building a meaningful career in financial planning.Connect with Caleb: New Planner Recruiting | New Planner PodcastListen in and get practical takeaways for your career in financial planning!
The Blueprint: An FPA NexGen® Podcast
Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
