Conversations for Financial Professionals

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CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®

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!
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CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®

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!

CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC

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!

CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA

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!

CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP

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!

CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®

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!

CFFP #56 - Incorporating Behavioral Science into the Financial Professional’s Tool Kit ft. Dr. Daniel Crosby

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!

CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke

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!

CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®

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!
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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.

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