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.   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).

CFFP Season 7 Teaser

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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!