The Blueprint: An FPA NexGen® Podcast

The Blueprint: An FPA NexGen® Podcast


Episode #23: Caleb Brown, CFP®

July 20, 2025

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 once
  • Why the CFP® designation remains the gold standard
  • Common mistakes job seekers and firm owners make during hiring
  • What 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 grow


Whether 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 Podcast


Listen in and get practical takeaways for your career in financial planning!