Conversations for Financial Professionals

CFFP #53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today I'm chatting with Brandy Baxter who is the owner of Living Abundantly where she coaches couples to shift their mindset and bring future financial goals into present reality. She is also an Accredited Financial Counselor® and a Financial Fitness Coach® with a B.A. in Communication, a M.S. in Management, a Graduate Certificate in Executive Coaching, and a Doctorate in Strategic Leadership. 

She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, a book about three women and their money personalities.

In addition to serving her community by providing financial education, Brandy is involved in the veteran community. She is co-founder of At Ease Texas, a nonprofit social support organization that facilitates peer groups for women in the military community. She is a veteran of the United States Air Force, a spouse of an Air Force veteran, and strives to be a servant leader in her community.  

Brandy is a 2020 recipient of the Governor’s Volunteer Award for Service to Veterans, a member of the Association of Financial Counseling Planning and Education (AFCPE®) Board of Directors, Chair of the AFCPE® Diversity, Equity, and Inclusion Taskforce, and a voting member of the City of Mesquite Housing Board.

In our discussion we talked about:  

🎙️Financial Coaching vs. Financial Advising

🎙️Developing Financial Coaching as a Skillset

🎙️ How Financial Coaching Empowers Clients for Better Outcomes

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.

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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.

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Thanks again for listening, reading, and watching!

CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Charles Adi is the founder and visionary of Blueprint 360, a Houston-based RIA, with the sole purpose of making financial planning and professional investment management advice available to everyone - regardless of their income or net worth. There he utilizes a consulting-based approach to educate and empower his clients to take action and reach their wealth potential without sacrificing their lifestyle.

 

Outside of Blueprint 360, Charles is involved in several nonprofit and civic organizations. He is the past chair of the FPA Diversity Committee and current member of the Center of Financial Planning Diversity Advisory Task Force. A speaker on a variety of financial planning topics, Charles has been quoted by several publications including Forbes, US News, and Financial Planning Magazine.

 

In our discussion we talked about:  

🎙️Barrier to Progress in the Talent Pipeline

🎙️What Minority Advisors Want

🎙️ Path for Success in Financial Services for Minority Advisors

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 #51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP®, CIMA®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Michelle Arpin Begina, CFP®, CIMA® who is the Founder & Chief Behavioral Officer of MichelleAB and is also an Advisor, Author, and Speaker. Michelle has taken her own money story and alchemized it into a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle grew up airplane, sports car, and yacht poor – surrounded by the outward signs of wealth but plagued by the insecurity of knowing it was a sham, and her family was never more than a bounced check away from disaster. It turned out to be the perfect starting point for a career dedicated to revolutionizing the way we relate to money (yes, it’s a relationship!) and the way financial advisors work with their clients. Often called the Erin Brockovich of financial literacy, Michelle challenges us to ditch the notion that it only lives on Wall Street and find it where it truly resides: at the intersection of knowledge, skills, and emotional composure.

In our discussion we talked about:  

🎙️How to dismantle the discomfort people have talking about money

🎙️Being vulnerable to share your own financial journey

🎙️ What is The Success Formula Guide?

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 Season 6 Teaser

CFFP Season 6 Teaser

CFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, 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 Jedidiah Collins CFP® , a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University. Transitioning away from football, Jed discovered his passion is delivering financial wellness workshops for those at the beginning of their financial journey, not the end. The Money Vehicle workshops, best-selling book YourMoney Vehicle, and virtual course are on a mission to teach young professionals how to U.S.E. money (Understand, Strategize, Empower).

 

In our discussion we talked about:  

 

🎙️NFL Player to CFP - why?

🎙️ Challenges of the career changer...
🎙️ How to leverage an established network

🎙️ How is Jed impacting financial services?

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 #49 - Making the Pivot as a Career Changer ft Brian Covey

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Brian Covey, once an Olympic USA Soccer Player, who has mastered the art of a growth mindset, the art of winning, and the art of staying fit. He is an executive at loanDepot, a proud father, an influencer, a top-rated podcaster and, just simply, a fabulous soccer dad. "Conversations with Covey", highlights some of the most incredible stories he’s gotten to share on his podcast, the Brian Covey Show.

 

In our discussion we talked about:  

 

🎙️ Loss & gain as a finserv career changer

🎙️ Learning as a Career Changer
🎙️ Maintaining a personal growth and investment mindset

🎙️ The Great Resignation

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 #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.

 

In our discussion we talked about:  

 

🎙️ Why become a Certified Divorce Financial Analyst?

🎙️ Let's talk tools
🎙️ Bringing forth transformation...

🎙️ What financial professionals should keep in mind delivering transformation to clients

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 #47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Rahkim Sabree, CFEI, personal finance influencer, author, speaker, and financial coach who focuses on helping entrepreneurs and business leaders optimize their financial future by addressing financial traumas, improving literacy, and overall financial empowerment. His work has been seen or published in TED talks, Black Enterprise, Business Insider, Entrepreneur, The Grio, The Tamron Hall Show, Yahoo Finance, Bigger Pockets, and more. 

 

In our discussion we talked about:  

 

🎙️ Broaching the "untouchable"

🎙️ Developing a skill that's invaluable to clients
🎙️ Approaching difficult client situations

🎙️ Developing the next generation...

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 #46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Brittney Castro, founder and CEO of Financially Wise Inc. and a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. She has been elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020. Additionally, you serve as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns.

 

In our discussion we talked about:  

 

🎙️ How it began

🎙️ The Checklist for Finding Opportunities
🎙️ Trends for Next-Gen financial professionals

🎙️ Creating media opportunities

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.

CFFP #45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Holly Morphew, AFC®, a visionary, financial coach, and multi-generational entrepreneur. She’s the founder + CEO of Financial Impact, which helps professionals and entrepreneurs create personal wealth and financial independence.  In 2008 Holly received the prestigious “Rotarian of the Year” award for her work in financial literacy, and her book Simple Wealth is a #1 best seller in nine out of ten categories. Holly’s work has been featured in Forbes, Business Insider, Yahoo Finance, FemFounder, and more.

 

In our discussion we talked about:  

 

🎙️ Finding your tribe 

🎙️ Serving Your Tribe & Delivering Impact
🎙️ The Impact of Financial Coaching on Financial Advice

🎙️  How do coaches and advisors work together to deliver transformation for clients?

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!