Explorez tous les épisodes du podcast Conversations for Financial Professionals

Thanks to all the Conversations for Financial Professionals listeners!

On this week's episode of Conversations for Financial Professionals, I chat with Amanda Raymond about how impactful psychological fear can be when transitioning into a new career.

 

In the full episode, you'll discover:

🎙️Amanda's story and origin in financial planning

🎙️The unique challenges career changers face when making a career switch

🎙️How best to deal with obstacles when making a career change

🎙️How The American College is supporting the financial planning profession?

🎙️Interesting trends you've noted during the pandemic about the workforce

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Amanda Raymond is the Director of Career Development at The American College of Financial Services. She joined The College in June of 2022 to lead the development and creation of a virtual career center. Prior to joining The College, Amanda served as the Associate Director for Alumni Career Engagement at UCLA where she collaborated with alumni, faculty, and employers to help students prepare for the transition from college to career. During her time at UCLA she worked on career programming in partnership with Disney, Paramount, Raytheon and Northrop Grumman. Over the course of her career, Amanda has developed and managed a variety of experiential education programs for University of California, Irvine and The Washington Center for Internships in Washington, D.C. She holds a B.A. in Communication and M.A. in Counseling from the University of San Diego. Additionally, she is a Certified Professional Coach. Amanda resides in Southern California, where she enjoys hiking, going to the beach with her family and checking out the local farmers market on the weekends.    

In this episode, you'll discover:

🎙️Amanda's story and origin in financial planning

🎙️The unique challenges career changers face when making a career switch

🎙️How best to deal with obstacles when making a career change

🎙️How The American College is supporting the financial planning profession?

🎙️Interesting trends you've noted during the pandemic about the workforce

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Explanation of Johari Window: https://en.wikipedia.org/wiki/Johari_window Big 5 Personality Test: https://bigfiveaspects.com/

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Stephen Schiestel, CFA about understanding the importance of building communication skills when coming into any financial services profession.

 

In this episode, you'll discover:

🎙️Stephen's story and origin in financial planning

🎙️The 3 things it will take for tomorrow's financial professional to be successful

🎙️Is it ever too late to begin a career in financial services

🎙️How are you going start the job as sales or something else?

🎙️Placing 80% of students in independent jobs...

🎙️How best to overcome obstacles that are faced by aspiring financial professionals

🎙️In your own words, what does the phrase "financial planning profession" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Stephen Schiestel is currently the Frederick S. Addy Professor of Practice in Finance at the Eli Broad College of Business at Michigan State University.  He received his MBA in 1998 from Michigan State University and a B.B.A. in Finance from the University of Michigan-Flint in 1991. Schiestel teaches undergrad and grad students in Security Analysis, Valuation, Financial Planning and Wealth Management and Corporate Finance.  He is the director of the College’s Financial Planning and Wealth Management programs. He has won several teaching awards including winning the Executive MBA Teaching Award four times.  Prior to coming to Michigan State, Schiestel held management positions in the Wealth Management Division of Citizens Bank, now part of Huntington Bank.    

In this episode, you'll discover:

🎙️Stephen's story and origin in financial planning

🎙️The 3 things it will take for tomorrow's financial professional to be successful

🎙️Is it ever too late to begin a career in financial services

🎙️How are you going start the job as sales or something else?

🎙️Placing 80% of students in independent jobs...

🎙️How best to overcome obstacles that are faced by aspiring financial professionals

🎙️In your own words, what does the phrase "financial planning profession" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Barry Mulholland about how important career changers are to the industry because of their transferrable skills.

 

🎙️Dr. Mulholland's story and origin in financial planning

🎙️Practical advice for the aspiring financial professional

🎙️How traditional and non-traditional students are coping with the transition into financial services

🎙️What makes an effective financial planner

🎙️In your own words what does the phrase "nex gen financial planner" mean to you?

 

Resources:

https://diversitasfp.org/

Let Your Life Speak by Parker Palmer

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Department of Finance, College of Business at The University of Akron. The program is registered with the CFP Board of Standards. He oversees program development, financial planning industry relationships, assists with student recruitment, and advises the industry-affiliated student organization. His teaching includes personal finance, corporate finance, financial planning fundamentals and the financial planning capstone course. He has led efforts to make financial planning technology available to universities. His research includes the use of financial planning technology and life insurance consumer behavior.   Dr. Mulholland is the Founder of Diversitas: Expanding Diversity in Wealth Management, a symposium that brings industry professionals together with career influencers and high school and university students to discuss why and how the wealth management industry and financial planning profession can become more inclusive. He is a member of the recipient class of the ThinkAdvisor.com LUMINARIES 2021 Award for Diversity & Inclusion Programs, a 2022 finalist for the Investment News Diversity, Equity, & Inclusion Diversity Champions Award, and a 2022 RIA Intel Awards Industry Advocate of the Year finalist.    

In this episode, you'll discover:

🎙️Dr. Mulholland's story and origin in financial planning

🎙️Practical advice for the aspiring financial professional

🎙️How traditional and non-traditional students are coping with the transition into financial services

🎙️What makes an effective financial planner

 

Resources:

diversitasfp.org

Let Your Life Speak by Parker Palmer

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Michael G. Thomas Jr., Ph.D. about how psychological understanding in the financial services field is just as important as the technical side.

 

In this episode, you'll discover:

🎙️Michael's story and how he discovered the financial planning profession

🎙️Why career changers make good candidates for the planning profession

🎙️What mental barriers new entrants face

🎙️How to leverage existing skills to flatten the learning curve

🎙️Using EQ over IQ

🎙️In your own words, what does the phrase "empathetic financial planning" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today I talk with Michael G. Thomas Jr., Ph.D., who is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization's effects on financial behavior, and the connection between brain function and money. Dr. Thomas's philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the Story Beneath the Numbers. Utilizing financial empathy as a process for active listening and the creation of client-focused financial recommendations are reflected in two financial literacy and capability programs he helped create: Money Dawgs and Discovering Money Solutions. Dr. Thomas is also the founder of Modom Solutions - a virtual financial coaching service he has been providing since 2015. He is also soon to be an author as he expects to release his forthcoming book, Black Financial Culture: Building Wealth from the Inside Out, in the fourth quarter of 2022.  

   

In this episode, you'll discover:

🎙️Michael's story and how he discovered the financial planning profession

🎙️Why career changers make good candidates for the planning profession

🎙️What mental barriers new entrants face

🎙️How to leverage existing skills to flatten the learning curve

🎙️Using EQ over IQ

🎙️In your own words, what does the phrase "empathetic financial planning" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.

 

In the full episode, you'll discover:

🎙️Dr. Yeske's story and origin in financial planning

🎙️Why financial planning is here to stay as a profession

🎙️The cost of the journey

🎙️What makes the journey worth the cost

🎙️3 things all career changers should keep in mind before making the switch

🎙️"Skinny" certificate programs vs. traditional programs

🎙️In your own words, what does the phrase "career changer dilemma" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990 and is a past Chair of the Financial Planning Association (US) (FPA), being named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”   In 2019, Dave was recognized by InvestmentNews as one of the most influential people in helping to shape the financial planning profession. In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.  

In this episode, you'll discover:

🎙️Dr. Yeske's story and origin in financial planning

🎙️Why financial planning is here to stay as a profession

🎙️The cost of the journey

🎙️What makes the journey worth the cost

🎙️3 things all career changers should keep in mind before making the switch

🎙️"Skinny" certificate programs vs. traditional programs

🎙️In your own words, what does the phrase "career changer dilemma" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Martin Seay, Ph.D., CFP® about the importance of establishing trust to build client relationships in the financial services industry.

 

In the full episode, you'll discover:

🎙️Martin's story and origin in financial planning

🎙️How understanding a client's money story contributes to the financial planning relationship

🎙️Why planners do well to understand their own money stories

🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change

🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop

🎙️In your own words, what does the phrase "personal financial planning" mean to you?

 

Community Question

🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Martin Seay, Ph.D., CFP® who serves as Professor and Department Head of Personal Financial Planning at Kansas State University, where he oversees CFP Board-registered undergraduate, graduate certificate, M.S., and Ph.D. programs. He earned a Bachelor of Science degree and a Ph.D. with an emphasis in Family Financial Planning, both from the University of Georgia as well as earning his CFP® certification in 2014.   Martin's research focuses on borrowing decisions, how psychological characteristics shape financial behavior, and how consumers seek and use financial advice. His research has been recognized with the 2014, 2017, and 2019 FPA Annual Conference Research Paper Awards, the 2016 CFP Board's ACCI Financial Planning Award, and the 2016 Montgomery-Warschauer Award. He was also recognized with the Distinguished Financial Planning Alumnus Award by the University of Georgia in 2021 and selected as a member of the 2020 InvestmentNews 40 Under 40 class. He previously served as president of the Financial Planning Association (FPA) Board in 2020 and currently serves of the CFP Board of Directors.     

In this episode, you'll discover:

🎙️Martin's story and origin in financial planning

🎙️How understanding a client's money story contributes to the financial planning relationship

🎙️Why planners do well to understand their own money stories

🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change

🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop

🎙️In your own words, what does the phrase "personal financial planning" mean to you?

 

Community Question

🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Hannah Moore, CFP® about why the financial planning industry is typically viewed as a linear career path from the outside looking in, but in fact, it's quite the opposite.

 

In the full episode, you'll discover:

🎙️Hannah's story and origin in financial planning

🎙️What is the nex-gen financial planner?

🎙️How does one become a nex-gen financial planner?

🎙️What trends are shaping the financial planning industry?

🎙️How can aspiring financial professionals best position themselves for success?

🎙️In your own words, what does the phrase "financial planning professional" mean to you?

 

Resources:

 

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Hannah Moore who is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth and works one-on-one with each of their clients. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008 and has been voted one of D Magazine’s Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association.    She was also included on Investment News’ 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. In 2019 and 2020, she was also named one of Investopedia’s Top 100 Financial Advisors in the nation. Hannah is also the recipient of Financial Planning’s inaugural Visionary Leader Award for an individual, based on her work creating a virtual externship for new planners at the start of the COVID-19 pandemic.    

In this episode, you'll discover:

🎙️Hannah's story and origin in financial planning

🎙️What is the nex-gen financial planner?

🎙️How does one become a nex-gen financial planner?

🎙️What trends are shaping the financial planning industry?

🎙️How can aspiring financial professionals best position themselves for success?

🎙️In your own words, what does the phrase "financial planning professional" mean to you?

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.

 

In the full episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

 

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda

Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair

Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary

 

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Kate Healy, Managing Director, Center for Financial Planning   Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center’s strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.  

In this episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

 

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda   Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair   Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary    

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Adam P. Scherer, MS, CFP®, EA about what kind of capabilities really count in your skillset.

 

In the full episode, you'll discover:

🎙️Adams's story and origin in financial planning

🎙️What makes financial planning attractive for career changers

🎙️Interesting trends in the financial planning profession

🎙️3 things career changers should understand about the profession

🎙️What skills are most desirable to obtain as the industry evolves

🎙️In your own words, what does the phrase "career changer" mean to you?

 

Resources:

Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle). Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART  

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Adam P. Scherer, MS, CFP®, EA.   Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS. Currently, Adam serves as the Director of Curriculum of the Bryant University/Boston Institute of Finance (BIF) CFP® education program and BIF Review CFP® exam prep program. At Bryant/BIF, Adam teaches the Tax Planning & Estate Planning courses & teaches on the BIF Review exam prep panel. In the classroom, he maintains a student-centered approach that is both engaging and accessible. Adam strives to simplify the complex and guide students to a point of understanding by using personal anecdotes, odd acronyms, and bad dad jokes. His favorite CFP® exam prep acronym is Ukuleles In A Dive-bar Playing Iron Maiden (for the 7-Step Financial Planning Process)! Finally, he is an esteemed member of the BIF Crew and a regular contributor to the BIF Bites podcast.   Adam is the President and Lead Financial Planner at Greenbeat Financial, a fee-only, independent financial planning firm. Greenbeat Financial proudly serves new and growing families, individuals, and small businesses. Through his personal financial planning work, Adam aims to consistently provide honest, understandable financial solutions, thoughtfully tailored to his client’s situations. Adam is the self-appointed poet laureate (#finpoet) of Greenebeat Financial, as well, and he regularly writes financial-themed haikus and limericks.  Helping others through the delivery of financial planning and financial education is a core value for Adam. He is currently serving as Treasurer on the Board of Directors of the Connecticut Chapter of PSI (Postpartum Support International), he is an active contributor to several initiatives at the Foundation for Financial Planning, and he regularly delivers seminars to local communities on important personal planning topics.   Adam lives in West Hartford, Connecticut with his wife, Annie, two daughters, Susanna & Eliza, two dogs Cypress & Juniper, and cat, Nacho. Prior to entering the financial planning industry, Adam was a musician (graduate of the Thornton School of Music at USC) and continues to enjoy making music & writing songs on his guitars. When he’s not planning, teaching, hanging with his family, or strumming a guitar, Adam coaches his daughter’s basketball and softball teams.  

In this episode, you'll discover:

🎙️Adams's story and origin in financial planning

🎙️What makes financial planning attractive for career changers

🎙️Interesting trends in the financial planning profession

🎙️3 things career changers should understand about the profession

🎙️What skills are most desirable to obtain as the industry evolves

🎙️In your own words, what does the phrase "career changer" mean to you?

 

Resources:

Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle). Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART  

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

CFFP Season 7 Teaser

Register today for the challenge by going to: https://www.jumpstartcoachinglab.com/careerchanger-challenge Use the promo/discount code:  PODCAST for $50 off!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

On today's livestream episode we have Diana G. Yáñez.  

Diana G. Yáñez, CFP®, RLP® (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry build confidence in their money decisions.

Beyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. By providing this service in a group setting participants get to learn from other’s experience in a supportive environment.

Before founding All the Colors, Diana worked as a financial planner, business analyst, demographer, and in social work. She is a digital nomad living and traveling in Latin America, when not visiting friends and family in the United States. You can regularly find her reading, dancing salsa, and hiking.

 

In our discussion we talked about:  

🎙️Diana's story 6:05

🎙️Why Diana started using the group coaching model for financial advice 7:15

🎙️The difference between financial coaching and financial planning 9:09

🎙️Helping clients move towards the right behaviors 11:15

🎙️Diana's background as a career changer helped her make the transition 12:50

🎙️How does group coaching actually work? 15:45

🎙️Sample questions to get to the root of the clients' problem 21:35

🎙️Structuring a group coaching program 22:36

🎙️Tradeoffs of group coaching vs. 1 on 1 25:33

🎙️Why Diana picked CFP but started financial coaching 26:45

🎙️Exploring your why and values to find your passion in this industry 29:40

🎙️Where is the industry headed--3 things to consider: People, Convenience and Technology 32:10

🎙️The reputation of the financial services industry 38:10

🎙️Q&A: When to study for the CFP exam? 40:55

🎙️Q&A: When should you enroll in a CFP program? 44:00

🎙️Q&A: How do you explain the value of financial planning to clients 47:35

 

Resources:

Reach out to Diana: https://allthecolors.net/

https://www.linkedin.com/in/dianagyanez/

 

Book Recommendations from this episode

Life Planning for You - George Kinder

It's Not About the Money - Brent Kessel

So You Want to Be A Financial Planner - Nancy Langdon Jones

 

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

On today's livestream episode we have Akeiva M. Ellis.  

Akeiva is powerhouse in the financial services industry.

In her current role with Ballentine Partners, she works as the Financial Education Specialist where she develops financial education content and strategy and hosts the Ballentine Broadcast: Conversations on Black Wealth. She feels here life's calling is to promote economic equity, justice, and empowerment and does so through several activities. One of those is through her Youtube channel The Bemused. Co-run with her husband, they make sense of all things money for young adults just like them. They also offer MONEY 180™, a course for young adults seeking to develop culturally inclusive financial literacy skills.

 

In our discussion we talked about:  

🎙️The "exposure" problem with a career in financial planning

🎙️The Traditional vs. Non-Traditional Pathways into financial planning

🎙️Lessons for Career Changers to Learn from Akeiva's Path

🎙️The Question All Career Changers Should Ask

🎙️Skills Every Career Changer Should Possess

 

Resources:

How to Start A Financial Coaching Business: Idea to Launch in 8 Weeks, a premium e-book that takes the guesswork out of how to get started. https://mastermymoney.gumroad.com/  

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Dominique Reese.   Award-winning financial coach, consultant and trainer, Dr. Dominique' Reese is the Owner and President of Reese Financial Services, a boutique financial services and education firm that specializes in serving leaders, professionals and entrepreneurs, who are growing their net worth and serving in their divine purpose but have money problems to solve.   Dr. Dominique' is an expert in building solid financial foundations, creating and growing assets and changing financial behaviors, by uniquely blending financial education, financial coaching & counseling and financial planning for high-achieving individuals who work hard, yet, lack the financial order they desire.   With over 15 years as a financial professional and has been featured in and sourced for a variety of media, including Associated Press, nerdwallet.com, nasdaq.com, creditcards.com, a subject matter expert in the documentary, Resurrecting Black Wall Street and recognized by the Association for Financial Counseling, Planning and Education for being a high quality practitioner in an award-winning national program of 60 financial coaches, piloted by the Consumer Financial Protection Bureau.   You are the author of "Master My Money: 16 Steps To Solve Your Money Problems and Create A Foundation For Financial Freedom", and creator of BUILD™, an eight-week self-paced and guided online personal finance program and "How To Start Your Own Financial Coaching Practice." an online course for financial professionals.   In 2020, she founded the Black Women's Investment Club, a Los Angeles-based investment club, where women of color are introduced to investing and you also have the Profitable Private Practice Mastermind for financial educators, coaches and counselors to leverage shared information amongst peer professionals, while building a profitable private financial empowerment business.  

In our discussion we talked about:  

🎙️Women in Financial Services

🎙️Diversity Inside of Financial Services

🎙️Wants and Demands of Consumers for the Future

Resources:

How to Start A Financial Coaching Business: Idea to Launch in 8 Weeks, a premium e-book that takes the guesswork out of how to get started. https://mastermymoney.gumroad.com/  

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Elois Joseph, MBA who is an accomplished financial services professional with an extensive career in brokerage operations, regulatory compliance, and exchange registration services.  She holds a MBA from  Northern Illinois  University and a BA in Journalism from  Columbia College Chicago.  Her career spans 20+ years; however, she could no longer resist the call to dedicate her expertise full-time to the Greenwood Project.  

Over the last two years, Elois has harnessed her expertise to bolster the capacity of The Greenwood Project by creating a framework to expose and educate minority students to a world that they never knew existed. Consequently, the organization grew from serving 120 students and 8 firms in 2017 to 400+students and 50 partner firms in 2021.

The Greenwood Project introduces Black and LatinX students to careers within the financial industry via paid summer internships, educational field trips and their summer institute for high school students. The organization was established five years ago by Elois and her husband, Bevon Joseph. Initially, the organization’s mission was to introduce academically talented students from Chicago's under-resourced communities to opportunities within the financial industry. However, they have now expanded that mission to reach Black and LatinX youth nationwide.

 

In our discussion we talked about:  

🎙️Where to Start in Creating the Talent Pipeline

🎙️Nurturing the Talent Pipeline for 

🎙️The Greenwood Project

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Anjali Jariwala, CPA and CFP®, who is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US.  Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals.  During her career, she would often share financial advice with family and friends, but began to realize that not only did most of them lack access to the best personal finance information, but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm.  Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.

Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being.  She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine’s Young Advisors To Watch for 2020 and Investopedia’s 100 Top Financial Advisors.  Anjali has been featured in CNBC, Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News and more. Anjali serves on the Board of Save a Mother - a nonprofit dedicated to developing sustainable healthcare solutions for the poor in India.

 

In our discussion we talked about:  

🎙️Facing Obstacles as a Career Changer

🎙️Building Your Own Firm

🎙️Making the Leap to #Finserv

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.   She is a graduate from City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ(Certified Financial Planner) certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College. Tanya will be attending Kellogg-Northwestern’s Executive MBA program in Fall 2022. Tanya lives in NYC and spends her free time hanging out with the world’s coolest 10-year-old, Zackary.  

In our discussion we talked about:  

🎙️Talent Pipeline Recruitment and Retention Challenges

🎙️The Career Changer Candidate

🎙️The Freeman Way

 

Resources:

Check out Michelle's Success Formula Guide. CLICK HERE

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Dr. Daniel Crosby who is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.  

In our discussion we talked about:  

🎙️2022 CFP Exam

🎙️3 E's of Behavioral Change

🎙️Developing Skills as an Existing Advisor

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Kristin Burke.   Kristin Burke’s mission is to help others maximize their potential and achieve their definitions of success. As a goal achievement coach, Kristin collaborates with clients to maximize their potential and achieve their definitions of success. She launched her coaching practice with over a decade of experience coaching and developing hundreds within a FORTUNE 200 firm. She has spoken at numerous annual meetings, regional meetings, leadership clinics and women's summits. Most recently, Kristin coached the team of financial advisors that lead the company in production nationwide. She recruited over 200 college financial representatives into Northwestern Mutual's nationally recognized internship program and elevated the Los Angeles office's internship program from #76 to #5 in the company.   She is passionate about empowering women to elevate their careers. Kristin's curiosity for work-life integration blossomed in graduate school. There, she authored her thesis on the topic of work-life balance, specifically as it related to women. After concluding that the very word "balance" communicated an unrealistic reality, she started her quest to help others understand how to thrive personally and professionally. She specializes in helping clients gain goal clarity, establishing plans to achieve goals and tracking progress.   Outside of coaching, Kristin enjoys running (and has completed 8 marathons), practicing yoga and reading. She believes in progress over perfection and living life by design rather than default.

 

In our discussion we talked about:  

🎙️How to Start with a Vision

🎙️Plan Killers vs. Plan Builders

🎙️Success for the Nex Gen Financial Professional

Resources:

Check out Kristin's podcast Honor Your Ambition

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Jean Dunn, CFP®. Jean is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group.   As a frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals, sharing industry best practices, from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities, her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.   Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures.

 

In our discussion we talked about:  

🎙️Next Wave of Generational Wealth Transfer

🎙️Diversity Inside of Financial Services

🎙️Wants and Demands of Consumers for the Future

Resources:

www.trowprice.com/nextwave

Prospecting the Next Wave Playbook

Next Wave Whitepaper

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today I'm chatting with Brandy Baxter who is the owner of Living Abundantly where she coaches couples to shift their mindset and bring future financial goals into present reality. She is also an Accredited Financial Counselor® and a Financial Fitness Coach® with a B.A. in Communication, a M.S. in Management, a Graduate Certificate in Executive Coaching, and a Doctorate in Strategic Leadership. 

She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, a book about three women and their money personalities.

In addition to serving her community by providing financial education, Brandy is involved in the veteran community. She is co-founder of At Ease Texas, a nonprofit social support organization that facilitates peer groups for women in the military community. She is a veteran of the United States Air Force, a spouse of an Air Force veteran, and strives to be a servant leader in her community.  

Brandy is a 2020 recipient of the Governor’s Volunteer Award for Service to Veterans, a member of the Association of Financial Counseling Planning and Education (AFCPE®) Board of Directors, Chair of the AFCPE® Diversity, Equity, and Inclusion Taskforce, and a voting member of the City of Mesquite Housing Board.

In our discussion we talked about:  

🎙️Financial Coaching vs. Financial Advising

🎙️Developing Financial Coaching as a Skillset

🎙️ How Financial Coaching Empowers Clients for Better Outcomes

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Charles Adi is the founder and visionary of Blueprint 360, a Houston-based RIA, with the sole purpose of making financial planning and professional investment management advice available to everyone - regardless of their income or net worth. There he utilizes a consulting-based approach to educate and empower his clients to take action and reach their wealth potential without sacrificing their lifestyle.   Outside of Blueprint 360, Charles is involved in several nonprofit and civic organizations. He is the past chair of the FPA Diversity Committee and current member of the Center of Financial Planning Diversity Advisory Task Force. A speaker on a variety of financial planning topics, Charles has been quoted by several publications including Forbes, US News, and Financial Planning Magazine.

 

In our discussion we talked about:  

🎙️Barrier to Progress in the Talent Pipeline

🎙️What Minority Advisors Want

🎙️ Path for Success in Financial Services for Minority Advisors

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Michelle Arpin Begina, CFP®, CIMA® who is the Founder & Chief Behavioral Officer of MichelleAB and is also an Advisor, Author, and Speaker. Michelle has taken her own money story and alchemized it into a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle grew up airplane, sports car, and yacht poor – surrounded by the outward signs of wealth but plagued by the insecurity of knowing it was a sham, and her family was never more than a bounced check away from disaster. It turned out to be the perfect starting point for a career dedicated to revolutionizing the way we relate to money (yes, it’s a relationship!) and the way financial advisors work with their clients. Often called the Erin Brockovich of financial literacy, Michelle challenges us to ditch the notion that it only lives on Wall Street and find it where it truly resides: at the intersection of knowledge, skills, and emotional composure.

In our discussion we talked about:  

🎙️How to dismantle the discomfort people have talking about money

🎙️Being vulnerable to share your own financial journey

🎙️ What is The Success Formula Guide?

Resources:

Check out Michelle's Success Formula Guide. CLICK HERE

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

CFFP Season 6 Teaser

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Jedidiah Collins CFP® , a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University. Transitioning away from football, Jed discovered his passion is delivering financial wellness workshops for those at the beginning of their financial journey, not the end. The Money Vehicle workshops, best-selling book YourMoney Vehicle, and virtual course are on a mission to teach young professionals how to U.S.E. money (Understand, Strategize, Empower).

 

In our discussion we talked about:  

 

🎙️NFL Player to CFP - why?

🎙️ Challenges of the career changer... 🎙️ How to leverage an established network

🎙️ How is Jed impacting financial services?

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

 

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Brian Covey, once an Olympic USA Soccer Player, who has mastered the art of a growth mindset, the art of winning, and the art of staying fit. He is an executive at loanDepot, a proud father, an influencer, a top-rated podcaster and, just simply, a fabulous soccer dad. "Conversations with Covey", highlights some of the most incredible stories he’s gotten to share on his podcast, the Brian Covey Show.

 

In our discussion we talked about:  

 

🎙️ Loss & gain as a finserv career changer

🎙️ Learning as a Career Changer 🎙️ Maintaining a personal growth and investment mindset

🎙️ The Great Resignation

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.

 

In our discussion we talked about:  

 

🎙️ Why become a Certified Divorce Financial Analyst?

🎙️ Let's talk tools 🎙️ Bringing forth transformation...

🎙️ What financial professionals should keep in mind delivering transformation to clients

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Rahkim Sabree, CFEI, personal finance influencer, author, speaker, and financial coach who focuses on helping entrepreneurs and business leaders optimize their financial future by addressing financial traumas, improving literacy, and overall financial empowerment. His work has been seen or published in TED talks, Black Enterprise, Business Insider, Entrepreneur, The Grio, The Tamron Hall Show, Yahoo Finance, Bigger Pockets, and more. 

 

In our discussion we talked about:  

 

🎙️ Broaching the "untouchable"

🎙️ Developing a skill that's invaluable to clients 🎙️ Approaching difficult client situations

🎙️ Developing the next generation...

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Brittney Castro, founder and CEO of Financially Wise Inc. and a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. She has been elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020. Additionally, you serve as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns.

 

In our discussion we talked about:  

 

🎙️ How it began

🎙️ The Checklist for Finding Opportunities 🎙️ Trends for Next-Gen financial professionals

🎙️ Creating media opportunities

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Holly Morphew, AFC®, a visionary, financial coach, and multi-generational entrepreneur. She’s the founder + CEO of Financial Impact, which helps professionals and entrepreneurs create personal wealth and financial independence.  In 2008 Holly received the prestigious “Rotarian of the Year” award for her work in financial literacy, and her book Simple Wealth is a #1 best seller in nine out of ten categories. Holly’s work has been featured in Forbes, Business Insider, Yahoo Finance, FemFounder, and more.

 

In our discussion we talked about:  

 

🎙️ Finding your tribe 

🎙️ Serving Your Tribe & Delivering Impact 🎙️ The Impact of Financial Coaching on Financial Advice

🎙️  How do coaches and advisors work together to deliver transformation for clients?

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Raquel Hinman, an Erie, Colorado-based CFP® and owner of Hinman Financial Planning, a Fee-Only Registered Investment Adviser. She has helped clients navigate the financial and non-financial issues that accompany major life transitions and  decided she wanted to do more to help people with all aspects of their financial lives. These two desires culminated with her founding Hinman Financial Planning in 2015.

 

In our discussion we talked about:  

 

🎙️ How do you define talent when it comes to adding to your team?

🎙️ Skill set shaping for aspiring financial professionals 🎙️ What has this industry done well?

🎙️ Greatest future challenges of firm owners

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.

 

In our discussion we talked about:  

 

🎙️ Taxes, Taxes, Taxes 🎙️ Uncovering Problems, Providing Solutions

🎙️ 5 Things to add value to client's tax returns

🎙️ Developing a Specialty

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Shehara Wooten who is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions. She was named one of Investopedia's Top 100 Financial Advisors in 2020 and AAAA 50 under 50 in 2020 and has over seventeen years' experience in the financial services industry.

 

In our discussion we talked about:  

 

🎙️ Who is Shehara Wooten?

🎙️ What is Owning Your Financial Narrative? 🎙️ What does owning Your Financial Narrative look like?

🎙️ The Path Forward...Empowering Consumers of Financial Services

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have George Kinder internationally recognized as the father of the Life Planning movement.  He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.

 

In our discussion we talked about:  

 

🎙️ What defines financial planning?  

🎙️ What is meant by the term “holistic”? 🎙️ How does one become a complete planner?  

🎙️ What’s next for the planning profession?

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

We're taking a little break! Mark your calendar, because we'll be back with brand new content for you starting January 12th

Be sure to listen, share and leave a review. 

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Rianka Dorsainvil.  

 

You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. 

 

Through your work as a millennial CERTIFIED FINANCIAL PLANNER™, you bring a unique perspective not only on the current state of the financial service industry but on how to stay relevant in an ever-changing world. 

 

You serve as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

 

As a financial planner and an advocate for diversity, equity, and inclusion, you believe that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long - and she’s here to help change the tides.

In this conversation, you’ll hear:

 

- how to identify and understand the problem of hiring the best talent for the financial planning profession;

- why the financial services as an industry is at a critical crossroads;

- the ingredients necessary to have financial advice “change family trees”;

- why and how wealth management firms can leverage their growth to help develop the next generation of financial professionals;

- Rianka’s thoughts on where the cultivation of the talent pipeline should begin; and 

-a whole lot more!

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Benjamin Brandt.

 

Benjamin Brandt you are a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. 

 

You are also the host of the popular podcast Retirement Starts Today Radio and blog.

 

You were recently named as one of the top 40 financial advisors under age 40 by Investment News.

 

You are also an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15 month deployment to Iraq in 2003. 

 

You've been featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others. 

In your free time, you and your wife Kristen can be found on the weekends at the hockey rink, or on the gymnastic and wrestling mats, chasing their six energetic children.

 

In this conversation you'll learn:

 

• The importance of understanding how the media can work for you;
• What to do in order to gain more clients and authority within your industry;
• How to reach your target audience and make media personal for your ideal customer;
• The importance of keeping your story compelling to your audience;
• How to use the media to why media is important for growing your business;
• The importance of understanding how to market your brand with media;
• And so much more!

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today’s conversation is with Stephanie McCullough.  

Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And she believes the traditional financial services industry is ill-equipped to handle this problem. She and her team provide non-judgmental, holistic financial planning as well as investment management, and are devoted to helping their clients build confidence, resilience, and joy in their lives. It’s not just about the money!

In this conversation we cover:

• Having a more open mindset around diverse opinions and  how to look at something differently;
• Unlearning what you think you know and being open to other viewpoints, even if they are different from your own;
• How  there is no “one-size fits all” approach in financial services;
• How organizations can reap the benefits of diverse opinions; and
• Preparing the next generation for delivering financial advice

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement.  Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about. 

In this episode, I hope you'll be inspired also as you learn more about finding your own unique voice within this competitive field of work. You'll also learn what sets successful professionals apart from their peers and how they're able to make an impact on people's lives.

In this conversation you'll learn:

-You’ve got to love to serve people

-the difference between the “industry” of financial services and the “profession” of financial advice

-the “how” of finding a niche and why you don’t have to know your niche before jumping into a new role or industry;

-where you should focus your energy as a career changer or new aspiring financial professional; and so much more!

 

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

 

Please leave a review right now, click here.

 

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today's conversation features Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new opportunities for financial advisors.

Jerry discusses how decentralized finance may have an impact on our society in general while he also tries to address some of the confusion revolving around this topic.

Jerry is a California native that has had a variety of career stops providing tons of perspective from being a mental health coordinator to loan officer to show business and now an investor living in Costa Rica. We discuss the following...

 

🎙️ What is decentralized finance? (i.e. defi) 

🎙️ What Defi means for consumers and providers of financial services

🎙️ What is blockchain and cryptocurrency? 

🎙️ Examples of how cryptocurrency is sent

🎙️ What is NFT? 

🎙️ What cryptocurrencies particularly intrigue you based on your knowledge/expertise and why?

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Additional resources referenced in this episode: “The BitCoin Standard”

 

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!