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New Planner Podcast

Dec 25, 2020

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips...


Dec 18, 2020

Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well...


Dec 11, 2020

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of...


Dec 4, 2020

Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a...


Nov 27, 2020

Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student...