financial planning
From: Caleb Brown (@NewPlnrRec)
We are seeking Podcast Guests! Come on the New Planner Podcast and share you story with the next generation of financial planners. Reach out at candidate@newplannerrecruiting.com to learn more https://t.co/Ty9Xud5xR8
Suggested angles
Your journey entering the financial planning industry and lessons learned navigating early career challenges
How your firm is modernizing financial planning for a new generation of advisors and clients
Advice for aspiring planners on building a sustainable practice and finding purpose in wealth management
Example quote
“When I started in financial planning, I realized the industry needed fresh perspectives on how we serve clients and develop talent—that's what drives us today.”
Share how your firm is reshaping financial planning culture and attracting the next wave of advisor talent.
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