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 Generation Influencer by Financial Planning Magazine, and one of the Top 25 Most Influential People in the Industry by Investment Advisor Magazine. In addition, Caleb was named to the prestigious 40 Under 40 list by Investment News.
As a graduate of Texas Tech University’s Personal Financial Planning Program, Caleb has mentored, hired, managed, and coached thousands of career changers and college students seeking positions in financial planning, as well as the firm owners who hire them. For his outstanding accomplishments, he has been recognized as a Distinguished Alumnus for the Texas Tech University College of Human Sciences, as well as a Distinguished Alumnus for their Financial Planning Program.
Caleb also has a special connection to the military community both through family members who have served but also because he has served as a military financial counselor before and also helped to stop predatory lending practices against military members.
In this episode, we talk about Caleb’s fantastic new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. We also explore the challenges of understanding the landscape of firms, realistic expectations for compensation, whether in-person vs virtual is the way to go, and how important intangibles are in the hiring process. As someone who sits on both sides of the hiring process, I know that Caleb’s insights will be extremely valuable.
https://newplannerrecruiting.com/
https://www.linkedin.com/in/calebbrowncfp/
https://www.amazon.com/Finding-your-Path-Successful-Financial/dp/B0C9SQHHM9