DiscoverConversations in Finance with Dominique Henderson, CFP®
Conversations in Finance with Dominique Henderson, CFP®
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Conversations in Finance with Dominique Henderson, CFP®

Author: Dominique Henderson, CFP®

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Hi, I’m Dominique (pronounced dah-muh'-neek) and I live in Dallas, TX!

I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.

As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
161 Episodes
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Show Notes:Are there certain things you can't (or shouldn't) say as a financial advisor?Absolutely.I've heard some wild stories in my time in the industry and I'm sure you have some doozies to tell also.There are some guidelines in this industry as to what you can and cannot and I'd like to provide you with some tips that you can use as a financial advisor in practice.In my latest video, I describe the following things as "bad" financial advisor talk:✅ "I guarantee OR I'm sure that...Always...never..."✅ "The client's assets I placed in XYZ fund will perform the same way for you..."✅ False or Misleading informationThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:Have you thought: "do I need a college degree just to be a financial advisor?"The quick answer is "no".There are a few paths to being a successful financial advisor with (or without) a college degree...BUT there are some things to consider!In my latest video, I talk about considering the following scenarios for success as a financial advisor:✅ The Traditional Route with Finance background,✅ Some college or no college, and✅ Career Changer with no Finance backgroundThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:I found out about the great things Steven was doing with financial literacy through Instagram from his Know Money Inc. brand.I saw he'd just finished a BankRoll Summit at college and loved his focus on financial literacy.Today, I invited him on to talk about his efforts reaching Gen Y and Z and specifically how the financial services industry can do a better job addressing their financial needs.We are able to dive into...Steven's money storyWhat types of conversations about money are resonating with today's college students?How can the financial services industry heal the broken trust with Gen Y and Z?How interested is Gen Y & Z in the concept of financial coaching?How are you incorporating the findings from your summits into those coaching/trainings?Has the student loan crisis caused a shift in the mindset of the next generation and how they view borrowing?A real-life example of how a current college student should be thinking about their future with moneySteven's Instagram ProfileSteven's WebsiteThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:Do you want to know how to manage life and business?As an empty-nester, entrepreneur and financial advisor and husband of 22 years, I had to bring on my 1st lady (Briana Henderson) to talk about finding balance in the entrepreneur life.Here are some of the topics we hit...✅ What everyone is up to✅ What is the key for a "thriving" relationship with hectic schedules?✅ What makes this work for us since it's not always perfect?✅ Why "time is currency" in a relationship (especially our own)?✅ How you avoid "avoiding" one another when there are no more kids to care for?✅Some tips to help keep the relationship thriving!Thanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might be a good idea to talk to a computer scientist.That's exactly what I did in this convo with Calvin Williams, Jr. (owner of the first black-owned robo advisor--Freeman Capital.)Our conversation covered so many topics like:How was money talked about when you grew up?How Calvin views the impact of technology on the advisor of tomorrow...What will A.I.'s impact be on human advisors? And where's the opportunity?Advice for human advisors...What role does traditional learning have in today's society of technological advances...Looking at the future of finance with A.I. and humans...Calvin's Instagram ProfileCalvin's WebsiteThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:Can women in finance find success in a male-denominated industry...ABSOLUTELY!There's no better person to discuss this with than my friend and colleague, Jacqueline Schadeck, CFP® of Sherrill & Hutchins Financial Advisory, Inc in Atlanta, GA.Our conversation was about:Jacqueline's personal money storyWhat it's like to be a woman of color and a CFP in a male-denominated industry...Advice for recent grads or anyone new into this industry...Jacqueline's recipe for success as a woman in finance...Rapid Fire Round covering financial literacy, women advisors, and the meaning of wealthJacqueline's Instagram ProfileJacqueline's LinkedIn ProfileThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:I thought to take some time to answer some questions about being a financial advisor and certified financial planner.This was an absolute treat to put together.  I was able to cover:✅ Update to "Financial Advisor Day in the Life of a CFP" video✅ Diving into the comment section for "Financial Advisor Day in the Life of a CFP" video✅ Update to "Certified Financial Planner Career What Does a CFP Do" video✅ Diving into the comment section for "Certified Financial Planner Career What Does a CFP Do"Thanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show Notes:Get ready to learn social media growth tips for financial advisors!My latest guest Mr. Andre Albritton (IG: @themillennialsnextdoor) stopped by to provide a bunch of perspective and his top Tips for growing on social media for financial advisors that want to market their services.Our conversation was about:How Andre uncovered his passion for finance...A unique opportunity Andre identifies if you're willing to put yourself out there now...Why video is key to your social media content strategy and the results he's noticing...To niche or not to niche...that is the question...How to let social media "pick you"... and developing a content strategyAndre's Instagram ProfileCheck out Andre's BlogThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show NotesI was so excited to talk with Bola Sokunbi of Clever Girl Finance in this episode.  We covered a host of topics such as the lack of women in the financial industry and how she began her online brand by blogging.Her story serves as an inspiration to ANYONE wanting to become a financial professional.Our conversation was rich with dialogue about:✅How Bola developed a good money foundation,✅ Some considerations for women financial professionals,✅ How she's used blogging for foundational content to build her brand and why she prefers this platform over just using social media,✅ Why Bola feels that regardless of which path you pursue you need this one thing...,✅ Bola's perspective on the student loan debt crisis, and✅ Parting advice for the aspiring financial professional of tomorrowCheck out Bola's book which features the stories of women that have changed their financial situation and built 6 and 7 figure incomes.  Clever Girl Finance Instagram Profile Visit her websiteThanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
Show NotesIf you were curious about how to make $100,000+ as a financial advisor, I want to give you the 3 major things that will determine your pay.👉🏾Survey of Financial Advisor Pay:  https://www.payscale.com/research/US/Job=Certified_Financial_Planner_(CFP)/SalaryThis is a very common question that I hear, and quite frankly the answer is "it depends", but let me tell you what it depends on...TYPE OF CHANNEL...this has to do with if you work for a bank or wirehouse, a broker-dealer, hybrid or a RIA.  If you want to learn more, check out this video...👉🏾 https://youtu.be/1f4MEt0NzoATYPE OF FIRM...if the firm is investment-focused or planning focused will also factor into how you are paid.  When I worked for an independent RIA, investment-focused firm, I was an employee and also was compensated with revenue share based on how well the firm did.  TYPE OF REVENUE MODEL...how the firm bills its clients will dictate how you are paid also.  For instance, if the firm is mostly compensated by fees for assets under management, or if they collect commissions from the amount or level of business they transact, or if they are remunerated by a 3rd party company for products they sell.  These are all factors that play a part in the way you will be compensated.  Thanks for listening.Are you a current or aspiring financial professional?  Click here to learn more about how I'm helping you jumpstart your career!Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).--- Send in a voice message: https://anchor.fm/dom-the-maven/message
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