Nov 1, 2023
I’m honored to have Caleb Brown join us on the podcast today. Caleb is the co-founder of New Planner Recruiting, which we have mentioned several times on this podcast before.
This recruiting firm specializes in sourcing, screening, and integrating financial planners in firms nationwide. He was named the Next...
Oct 18, 2023
Today I welcome back Sean Gillespie to talk about some of the exciting things going on within the MFAA community. Specifically we dive into the details of Skillbridge integration within MFAA, our very first intern going through the program, and the vision for what comes next. For those of you who might not be that...
Oct 4, 2023
Today, we welcome Liz Plot, a fellow MFAA member to the podcast. She now runs her own RIA, Primas Financial Planning but as she shares in this episode, that was a long and winding journey to get there. And she certainly is surprised to be an entrepreneur. Liz talks about her learning growth over time, getting the...
Aug 23, 2023
In this episode, we welcome Sam Lewis to talk about his different career path than all of our prior guests so far. Sam is currently the Recruiting and Retention Senior Enlisted Leader for the Delaware National Guard as well as the founder of his own RIA, SJL Financial. He has served in the Delaware Guard for more than...
Aug 2, 2023
I’m pleased to welcome Becky Noss in this episode. She is a Lead Planner at Redeployment Wealth Strategies where she analyzes client situations, builds financial plans, meets with clients to help review implementation, and integrates across the entire RWS team. We talk about her career journey including her bachelors...