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The Money Script
Between Two Advisors - A Conversation with Caleb Brown
In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points. Caleb reflects on his earliest money memory and recommends his book, “Finding Your Path: The Roadmap from Student to Successful Financial Planner,” as a guide for aspiring financial professionals.
0:30 - Introduction to Caleb
2:00 - Investment Returns Across Presidential Terms
10:15 - The Importance of Home Economics in High School
11:45 - Overview of Caleb's Role in Financial Services
14:45 - How Are Financial Professionals Paid? Caleb Explains
21:00 - AI's Impact on the Consultative Financial Planner Role
26:15 - Skills and Pathways for Entering the Financial Industry
31:30 - Caleb's First Memory of Money
Get in touch with Caleb:
website
book
podcast
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