Episode #23: Caleb Brown, CFP® episode artwork

EPISODE · Jul 21, 2025 · 42 MIN

Episode #23: Caleb Brown, CFP®

from The Blueprint: An FPA NexGen® Podcast · host FPA NexGen®

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 onceWhy the CFP® designation remains the gold standardCommon mistakes job seekers and firm owners make during hiringWhat 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 growWhether 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 PodcastListen in and get practical takeaways for your career in financial planning!

Episode metadata supplied by the publisher feed · Published Jul 21, 2025

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Episode #23: Caleb Brown, CFP®

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