Episode Details

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 grow

Whether 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 Podcast

Listen in and get practical takeaways for your career in financial planning!