Episodes
Wednesday Dec 07, 2022
HUGE Podcast Announcement: Guess what is about to happen?
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
Thanks to all the Conversations for Financial Professionals listeners!
Friday Dec 02, 2022
CFFP #71 - The Benefits of Community in Mentorship
Friday Dec 02, 2022
Friday Dec 02, 2022
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).
Wednesday Nov 30, 2022
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
Wednesday Nov 30, 2022
Wednesday Nov 30, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
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).
Friday Nov 25, 2022
CFFP #70 - Building Communication Skills in Financial Services
Friday Nov 25, 2022
Friday Nov 25, 2022
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).
Wednesday Nov 23, 2022
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
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).
Friday Nov 18, 2022
CFFP #69 - Transferrable Skills as a Career Changer
Friday Nov 18, 2022
Friday Nov 18, 2022
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:
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).
Wednesday Nov 16, 2022
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
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:
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).
Friday Nov 11, 2022
CFFP #68 - Engaging Empathetically with Your Clients
Friday Nov 11, 2022
Friday Nov 11, 2022
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).
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
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).
Friday Nov 04, 2022
CFFP #67 - Why Psychological Understanding is Important as a CFP
Friday Nov 04, 2022
Friday Nov 04, 2022
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).