Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management

The financial planning industry is rapidly growing and changing, which can lead to uncertainty for younger planners. Caleb Brown, CEO and co-founder of New Planner Recruiting, has been helping new planners get into the financial planning industry for years. Join us to hear what Caleb has to say for planners looking to grow and develop, and how they can best make themselves invaluable to clients and their firms.

Caleb Brown