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Between Two Advisors - A Conversation with Caleb Brown

Between Two Advisors - A Conversation with Caleb Brown

Released Thursday, 23rd January 2025
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Between Two Advisors - A Conversation with Caleb Brown

Between Two Advisors - A Conversation with Caleb Brown

Between Two Advisors - A Conversation with Caleb Brown

Between Two Advisors - A Conversation with Caleb Brown

Thursday, 23rd January 2025
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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.

Get in touch with Caleb:
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Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session. 

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From The Podcast

Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores wealth-building strategies, navigating financial challenges, and achieving your financial goals. Featuring expert guests and real-life money stories, the show delivers practical insights to help you improve your "Money Script"—the subconscious beliefs shaping your financial behavior. Whether you're a seasoned investor or just starting your financial journey, this podcast equips you with the tools to transform your relationship with money. Subscribe now and take control of your financial future!Various factors, including changing market conditions and laws, may mean the content no longer reflects current opinions. Do not assume any information in this media replaces personalized investment advice from Money Script Wealth Mgmt. PLLC. Listeners with questions about specific issues should consult their professional advisor. Money Script, LLC is not a law firm or accounting firm; this article should not be taken as legal or accounting advice. Money Script Wealth Management, PLLC’s current written disclosure statement about our services and fees is available upon request. www.moneyscriptwealth.com

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