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Episode 18 – Caleb Brown
You're a Financial Planner, Now What?
English - September 09, 2016 00:37 - 59 minutes - 40.8 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 17 – Brad Baldridge
Next Episode: Episode 19 – Mike Mills
Caleb Brown, MBA, CFP®, started his career working for a small RIA and volunteering for local financial planning groups. Through that experience, he started New Planner Recruiting, which pairs financial planners with employers.
He has great insights into what you can do to set yourself apart from other applicants or excel at your job. If you want to get to the elite status, this is definitely a must-listen podcast!
“You’ve got to find ways to demonstrate value… [Bosses] don’t care what the salary surveys say. If you feel like you deserve more money, you need to write up a plan.”
The E-Myth Revisited
Find your local FPA chapter and connect!
Noted job boards: NAPFA, CFP, FPA, & AICPA.