“Putting aspiring financial planning professionals into a position in a firm where they can personally succeed and actively contribute to the firm is a complex and delicate task. I can think of no one that better understands the intricacies of this task than Caleb Brown. His many years of hands-on experience in developing careers in financial planning give him unique knowledge that is immensely valuable.” Ryan W. Huey, CFP® Director of Financial Planning Perryman Financial Advisory, Inc.

New Planner Recruiting, LLC was established by Caleb Brown and Michael Kitces after seeing the many frustrations of financial planners, as well as experiencing it themselves personally, regarding professional staffing issues within financial planning firms. The amount of time spent (sometimes wasted) is enormous due to planners not knowing what they are looking for and even if they do, how to find it and keep it, etc. This problem is compounded by financial planning graduates who, as new entrants to the industry, have difficulties identifying the best firm and position for themselves without the experience to ask the right questions during the interview process that are necessary to ensure a good fit.