Episode 18 – Caleb Brown

Caleb Brown

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!

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“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

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Noted job boards: NAPFA, CFP, FPA, & AICPA.