Conversations for Financial Professionals

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CFFP #71 - The Benefits of Community in Mentorship

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).

CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond

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).

CFFP #70 - Building Communication Skills in Financial Services

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).

CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

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).

CFFP #69 - Transferrable Skills as a Career Changer

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).

CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland

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).

CFFP #68 - Engaging Empathetically with Your Clients

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).

CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®

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).

CFFP #67 - Why Psychological Understanding is Important as a CFP

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).