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A Podcast shaping the next generation of financial advice! Join the free community at https://www.jumpstartcoachinglab.com
Episodes
Wednesday Feb 02, 2022
Wednesday Feb 02, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Raquel Hinman, an Erie, Colorado-based CFP® and owner of Hinman Financial Planning, a Fee-Only Registered Investment Adviser. She has helped clients navigate the financial and non-financial issues that accompany major life transitions and decided she wanted to do more to help people with all aspects of their financial lives. These two desires culminated with her founding Hinman Financial Planning in 2015.
In our discussion we talked about:
🎙️ How do you define talent when it comes to adding to your team?
🎙️ Skill set shaping for aspiring financial professionals
🎙️ What has this industry done well?
🎙️ Greatest future challenges of firm owners
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!
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.
In our discussion we talked about:
🎙️ Taxes, Taxes, Taxes
🎙️ Uncovering Problems, Providing Solutions
🎙️ 5 Things to add value to client's tax returns
🎙️ Developing a Specialty
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.
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Shehara Wooten who is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions. She was named one of Investopedia's Top 100 Financial Advisors in 2020 and AAAA 50 under 50 in 2020 and has over seventeen years' experience in the financial services industry.
In our discussion we talked about:
🎙️ Who is Shehara Wooten?
🎙️ What is Owning Your Financial Narrative?
🎙️ What does owning Your Financial Narrative look like?
🎙️ The Path Forward...Empowering Consumers of 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!
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.
In our discussion we talked about:
🎙️ What defines financial planning?
🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?
🎙️ What’s next for the planning profession?
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!
Wednesday Nov 17, 2021
Wednesday Nov 17, 2021
We're taking a little break!
Mark your calendar, because we'll be back with brand new content for you starting January 12th
Be sure to listen, share and leave a review.
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!
Wednesday Nov 10, 2021
Wednesday Nov 10, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Rianka Dorsainvil.
You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams.
Through your work as a millennial CERTIFIED FINANCIAL PLANNER™, you bring a unique perspective not only on the current state of the financial service industry but on how to stay relevant in an ever-changing world.
You serve as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.
As a financial planner and an advocate for diversity, equity, and inclusion, you believe that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long - and she’s here to help change the tides.
In this conversation, you’ll hear:
- how to identify and understand the problem of hiring the best talent for the financial planning profession;
- why the financial services as an industry is at a critical crossroads;
- the ingredients necessary to have financial advice “change family trees”;
- why and how wealth management firms can leverage their growth to help develop the next generation of financial professionals;
- Rianka’s thoughts on where the cultivation of the talent pipeline should begin; and
-a whole lot more!
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Benjamin Brandt.
Benjamin Brandt you are a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company.
You are also the host of the popular podcast Retirement Starts Today Radio and blog.
You were recently named as one of the top 40 financial advisors under age 40 by Investment News.
You are also an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15 month deployment to Iraq in 2003.
You've been featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others.
In your free time, you and your wife Kristen can be found on the weekends at the hockey rink, or on the gymnastic and wrestling mats, chasing their six energetic children.
In this conversation you'll learn:
- The importance of understanding how the media can work for you;
- What to do in order to gain more clients and authority within your industry;
- How to reach your target audience and make media personal for your ideal customer;
- The importance of keeping your story compelling to your audience;
- How to use the media to why media is important for growing your business;
- The importance of understanding how to market your brand with media;
- And so much more!
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today’s conversation is with Stephanie McCullough.
Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And she believes the traditional financial services industry is ill-equipped to handle this problem. She and her team provide non-judgmental, holistic financial planning as well as investment management, and are devoted to helping their clients build confidence, resilience, and joy in their lives. It’s not just about the money!
In this conversation we cover:
- Having a more open mindset around diverse opinions and how to look at something differently;
- Unlearning what you think you know and being open to other viewpoints, even if they are different from your own;
- How there is no “one-size fits all” approach in financial services;
- How organizations can reap the benefits of diverse opinions; and
- Preparing the next generation for delivering financial advice
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about.
In this episode, I hope you'll be inspired also as you learn more about finding your own unique voice within this competitive field of work. You'll also learn what sets successful professionals apart from their peers and how they're able to make an impact on people's lives.
In this conversation you'll learn:
-You’ve got to love to serve people
-the difference between the “industry” of financial services and the “profession” of financial advice
-the “how” of finding a niche and why you don’t have to know your niche before jumping into a new role or industry;
-where you should focus your energy as a career changer or new aspiring financial professional; and so much more!
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!
Wednesday Oct 13, 2021
Wednesday Oct 13, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new opportunities for financial advisors.
Jerry discusses how decentralized finance may have an impact on our society in general while he also tries to address some of the confusion revolving around this topic.
Jerry is a California native that has had a variety of career stops providing tons of perspective from being a mental health coordinator to loan officer to show business and now an investor living in Costa Rica.
We discuss the following...
🎙️ What is decentralized finance? (i.e. defi)
🎙️ What Defi means for consumers and providers of financial services
🎙️ What is blockchain and cryptocurrency?
🎙️ Examples of how cryptocurrency is sent
🎙️ What is NFT?
🎙️ What cryptocurrencies particularly intrigue you based on your knowledge/expertise and why?
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Additional resources referenced in this episode: “The BitCoin Standard”
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, 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.
Want to collaborate? Click 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!