The Financial Literacy Boot Camp by Dominique Hend

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 Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University. She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council. We cover a ton in our conversation, such as: -Why she chose the CFP of all the available designations -What she did to prepare for exam including the education provider she used and how long it took her to prepare -How she felt about her failed 1st attempt at the exam and what she learned from it. -What it was like on the exam day and her strategy for tackling questions.   In this conversation you'll learn from Anabel’s firsthand experience on what you need to do in preparing for the CERTIFIED FINANCIAL PLANNER™ examination.   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 on Day in the Life of CFP Exam Taker, 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!  

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now!   Steve Sims is a world-renowned entrepreneur and the CEO of Bluefish.    He started with nothing and turned it into a multi-million dollar business. Steve has consulted with most major Hollywood studios, Fortune 100 companies and celebrities like Matt Damon, Steven Spielberg, Oprah Winfrey, Jeff Bezos, Bill Gates among others.    In this episode, we discuss with Steve Sims "what the right tools are for excellent client service". In this conversation, you'll learn: -how to deliver excellence through client service by applying the lessons that were learned from Steve's success story! -about how the Bluefishing idea came to be and what it consists of including creativity, positivity, and accountability. -the best way to inspire a team and inspire a company.   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!

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 Jessica Medina who went from being a lawyer practicing family law for a big firm to being a financial coach who wants to help lawyers see the light of day and how she learned about finances.    In today’s episode you will learn: -About Jessica’s story and what prompted her to become a financial coach -Why should picked being a financial coach over being a financial advisor -Jessica’s best piece of advice for aspiring financial professionals about specializing in a niche -Tips on how to “make the leap” without leaving the steady paycheck 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 on {insert topic}, 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!

Welcome to Episode 31 of the Conversations for Financial Professionals. In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional. Carl Richards is an expert in crafting financial advice as a “nex-gen” financial professional whose accomplishments include: Creator of the Sketch Guy column which appears weekly in The New York Times Written pieces featured on Marketplace Money, Oprah.com, and Forbes.com. Keynote speaker at financial planning conferences and visual learning events around the world. So if you want to be relational when it comes to giving financial advice, unpacking deeper issues with clients, and being more present with clients so you can practice or incorporate these skills into the client relationship, tune in now!   Show Highlights: Selling certainty as a financial professional Being human and relational Being a guide vs. a defender Having compound impact vs compound interest. 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 on Crafting Financial Advice as a NexGen Financial Professional, 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!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services.   So if you want to understand how financial services is affected by underrepresentation of certain people groups, realize ways that #finserv can attract, hire and retain the best talent, and recognize the challenges #finserv faces by not being more diverse so you can incorporate tools to serve their ideal client at the next level, tune in now!   In this episode, you'll discover:   The effect that BLX is having on the lack of diversity in the profession Whether or not the lack of diversity in the profession is due to a lack of exposure Ways that the financial services industry has fallen behind in hiring the best talent What is the BLX initiative and the feedback from participating firms 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 on having diversity inside of financial services, 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!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Eliseo Way.   Eliseo you are an independent insurance and annuities broker licensed in several states.  You are also a content creator with a YouTube channel that talks mainly about Content Creation and Monetization.    You aspire to create content that helps people realize and productize their intellectual property, as well as help others in their journey of reaching and maintaining mental, physical and financial wholeness.   In this episode, Eliseo and I discuss how to create content that converts.   In this episode, you'll discover:   Eliseo's ideas on serving a niche market as a financial professional; How to navigate the “ins-and-outs” of a digital content creation journey; How to choose a platform for your content; Creating content on a limited budget; Specific tools used in the content creation game; A lightning round of advice for new creators   So if you want to understand the pitfalls to avoid when creating content, find out ways to level up your content creation strategy, and see ways that using video can impact your business, tune in now! 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 on how to create content that converts, 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!  

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Luis Rosa. Luis is the founder of Build a Better Financial Future LLC. He immigrated from the Dominican Republic at age 11 and grew up in New York City where he noticed the lack of financial literacy in his community. He’s the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.  He’s held many roles including FPA NexGen ambassador and host, to CFP Board Center for Financial Planning’s Diversity Summit speaker using those platforms to spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. In this episode, Luis F. Rosa, CFP®, EA and I discuss why building financial literacy in our society is a key to building wealth. In this episode, you'll discover: Luis' formula for becoming financially literate, and whether this formula is different for specific people groups; What helped Luis uncover the importance of financial literacy as a component to building generational wealth; Luis' thoughts about where the nexgen financial professional can fit into the continuum of making a difference; Trends Luis has noticed with the type of talent coming into the industry now, and the type of contributions they want to make; Luis' take on the impact of the BLX internship and what he and his co-founders are trying to solve with this solution. If you want to understand the ingredients to becoming financially literate, find out where the nexgen #finpro fits into the financial literacy equation, and learn the changes to the existing model for recruitment of nexgen talent so you can incorporate tools to serve your ideal client at the next level, tune in now! _____________________ Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. 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 on building financial literacy in our society is a key to building wealth, 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!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Mike Michalowicz.   Mike, you are the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. By your 35th birthday, you had founded and sold two multi-million dollar companies. Today, you lead two new multi-million-dollar ventures. You are a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. As well as a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of such titles as: Clockwork, Profit First, Surge, The Pumpkin Plan, The Toilet Paper Entrepreneur, and your latest book Fix This Next. Welcome to the podcast!   Show Highlights: Mike discusses the concept of a business serving its owner instead of the business owner serving their own business   Ways to pay yourself as a business owner are discussed; Mike gives us the scoop on how his way of running his business was so revolutionary   The most substantial impediment to profitability to entrepreneurs is examined   Investment in systematic organization consultation for your business is discussed; Mike sheds light on how a business owner should view this as an investment in a business vs. an expense   Budgeting and taking time for personal development of yourself as a business owner is deliberated   Industry myths are dissected; Mike answers various questions regarding profitability success, paying yourself as the business owner and applying business system organization to different industries   Resources: Mike has some cool tools to help you get your business to profitability, check them out here:  https://mikemichalowicz.com/get-the-tools/ Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here. Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Stacy Livingstone-Hoyte.   Stacy you are the founder of Integrated Financial Care which offers personal finance counseling, coaching and educational services. You also coach with Zeiders Enterprises which offers financial education services to the National Guard Reserve and Active Duty Service members along with their families. Before that, you coached at-risk veterans with the Consumer Financial Protection Bureau’s Financial Coaching Initiative along. You’ve also worked as Personal Financial Management Specialist with the US Navy. You are definitely living out your motto: “I will serve” Welcome to the podcast! Show Highlights:   0:00 Meet Stacy Livingstone-Hoyte 1:20 What sparked the interest in personal finance? 2:50 Getting Into Financial Services 5:52 The Path to the AFCPE 7:50 Why did you want to share your story? 10:43 Former Military and Active Duty 17:18 From Military to Financial Services 20:33 Day in the Life of Stacy 25:10 Words of Wisdom     Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here. Want to collaborate? Click here. Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Lawrence Smith.   Lawrence, you are the President of ELS Vision Wealth Management. You bring a passion for helping people reach their future wealth goals and work with Employer-Sponsored Retirement Plans, small business owners, and individuals in need of expanded financial planning.    Prior to establishing your own firm in 2017, you served as a Registered Representative with JP Morgan Chase, as a Retirement Consultant with Lincoln Financial Group, and as a Financial Advisor with Lincoln Financial Advisors Corp.   Along with your BS in Business Administration you hold the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plan Specialist (CRPS), and CERTIFIED FINANCIAL PLANNER ™ designations as well as the Series 7, 6, 63, and 66 FINRA securities licenses, along with your Life and Health Insurance licenses. You are well-equipped to assist prospective clients in a multitude of financial matters.   Welcome to the podcast!   Show Highlights:   0:00 Meet Lawrence Smith 2:49 When do firm owners hire career changers? 7:00 How do you decide when to hire a team? 10:38 What goes into a new hire? 17:54 What skills does a client facing hire need? 23:35 How to practice on yourself 26:17 What skills do non-client facing staff need? 32:39 Where do you learn these skills? 38:05 The Value of Internships in this industry 43:55 Education vs Experience vs Volunteering 50:03 Words of Wisdom   Resources:   Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here. Want to collaborate? Click here. Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Andrea Koppel. Andrea is the Founder and CEO of the College2Career Academy which helps college students and grad students, of all ages, fast track their job search and build actionable game plans to find careers they’ll love. She's also a fellow podcaster as she is the host of the Apple TOP 100 podcast, Time4Coffee, and founder of Time4Coffee LLC, a company with a mission to empower 1 million students to turn their degrees into careers they’ll love. Welcome to the podcast!  0:00 Meet Andrea Koppel 2:30 Where did your personal mission come from? 9:49 How can you find your dream career? 16:25 How do you embrace the process? 20:42 Experience is the best teacher 25:30 College to Career Resources 30:35 Networking on LinkedIn 33:27 Words of Wisdom   Resources: Need help with your job search?  Check out Andrea’s 5 FREE job searching tools to help college students and young professionals. Are you a current or aspiring financial professional? Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here. Want to collaborate? Click here. Thanks again for listening, reading, and watching!        

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 Moran.    Brian brings over thirty years of expertise as a CEO, corporate executive, entrepreneur, consultant, and coach--with career stops at Fortune 500 names such as UPS, PepsiCo, and Northern Automotive. As an entrepreneur he’s consulted for dozens of world-class companies including Coldwell Banker, Mass Mutual, Medtronic, New York Life, and Tiffany & Co. As an author, his NY times Bestseller The 12 Week Year presents the idea that most people don’t lack ideas but struggle with effective implementation. As a visionary, Brian’s passion is to help others go beyond what they think they are capable of and achieve more than they ever thought possible.   Welcome to the podcast!   Show Highlights:   0:00 Meet Brian Moran 1:11 How are you coping with the pandemic? 4:05 New Years Resolutions 7:20 Stated Intentions vs Hidden Intentions 10:57 What are the effects of social media? 13:27 How powerful is intentionality? 18:33 How do we start with a vision? 24:37 Advice for people in their 20s 27:34 Why is the 12 week year so effective? 32:33 Words of Wisdom   Resources:   Would you like to learn more about Brian’s 12 Week Year.  Here’s how you can get started for free: www.12weekyear.com/gettingstarted   Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!  

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Shannah Compton Game. ("shaw'-nuh") Shannah you are a money wellness expert, CERTIFIED FINANCIAL PLANNER™ professional with an MBA, and on a mission to revolutionize how people think, act, and feel about their money.  You're the host of “Millennial Money” which has listeners in 164 countries and over 15 million downloads. Aside from the podcast, you are Chief Everything Officer of Hello, It’s Me, creator of the Money Mindset Journal, and also at California State University Northridge.   Welcome to the podcast!   Show Highlights:   0:00 Meet Shannah Compton Game 2:08 How are things since the pandemic? 5:12 Millennials and Money 8:01 Millennials and Financial Literacy 13:01 How CFPs Can Serve Millennials 20:49 How Important is Transparency 23:33 Serving as a CFP Today 26:05 Behavioral Finance 30:40 Dialing for AUM 33:14 Financial Professionals Having Their Own Coaches 37:19 Words of Wisdom Resources:   Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to connect with me? Join my exclusive “tribe” by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Kevin Lozer, CFP®.    Kevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, you owned and operated a financial planning firm. But as often is the case, necessity became the mother of invention because you both struggled to find scalable ways to deliver financial planning to more people.  Enter your development of Holistiplan--a technology solution to help financial planners serve more people that need comprehensive financial planning in all stages of life.   Welcome to the podcast!   Show Highlights:   0:00 Meet Kevin Lozer 2:32 How did Holistiplan come to be? 6:59 How should financial advisors build their practices? 11:05 Why did they choose taxes as a niche? 15:37 How would next-gen financial advisors utilize Holistiplan? 24:50 Financial professionals working with tax professionals 27:45 The financial professional is like a quarterback 29:45 What is Kevin’s favorite feature? 33:31 Words of Wisdom   Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Annalee Kruger.  Annalee you have devoted your entire career to seniors and their families. It all started by helping care for your grandparents when you were young. Then you were an Activities Assistant in an assisted living community while she earned her degree in Social Work. Then as a Social Worker and Executive Director in (CCRC’s) Continuing Care Retirement Communities. During your 25+ year career, you've grown to understand the impact medical crisis has on family relationships which led you to start your own company, Care Right Inc., in 2011 which provides concierge services to families with aging loved ones and where you help families across the globe develop their Aging Plan. You're also putting the finishing touches on your first book, The Invisible Patient: the Family Caregiver. Welcome to the podcast!   Show Highlights: 0:00 Meet Analee Kruger 1:58 How Has the Pandemic Affected Seniors 4:54 What is a Caregiver? 6:57 How Can Financial Advisors Support Caregivers? 9:30 Psychology of Financial Planning 15:22 What Does “In Crisis” Mean? 21:16 Isn’t This What Long Term Care is For? 25:49 Financial Plan vs. Aging Plan 35:07 Annalee’s Book 47:00 Words of Wisdom Resources: Interested in connecting with Annalee to check out her programs?  Click here. Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here.   Want to connect with me? Join my exclusive “tribe” by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Nancy Langdon Jones.    Nancy has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Financial Planning Magazine in 2002, was included in the American Business Women’s Association 2003 Top Ten, and a recipient of the Albert Nelson Marquis Lifetime Achievement Award.   In 2001 she published So You Want to Be a Financial Planner:  Your Guide to a New Career. The 9th edition was published in 2018, which in my opinion is one of the must reads for every aspiring financial planner and or CFP certificant.   Nowadays you spend your time by giving back to the profession in many ways including corresponding with individuals asking for guidance in making a career move to the financial planning profession.   Welcome to the podcast!   Show Highlights: 0:00 Meet Nancy Langdon Jones 1:28 How Financial Planning Has Changed 5:15 Decentralization of Financial Planning 6:41 The Skillset of Tomorrow’s Financial Planner 9:39 Designations in Financial Planning 13:25 Why Did Dom Wait To Get His CFP? 16:02 How Behavioral Finance Came To Be 19:35 How To Apply Behavioral Finance 23:55 How Has This Career Path Changed 32:05 Words of Wisdom 32:59 Message for Career Changers Resources:   Check out the latest edition of of Nancy’s book:  http://nancysbooks.com/sywtbafp.html Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here. Want to connect with me? Join my exclusive “tribe” by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Patrick Mahoney and Skip Schweiss. Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He’s been recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization's members, volunteer leaders, and staff to meet its goals and mission.   Skip Schweiss, CFP®, AIF® currently serves as the volunteer president for the Financial Planning Association® (FPA®). Skip has a distinguished financial services career of more than 30 years, including a 12-year stint with TD Ameritrade--taking the company to grow its retirement plan services to more than 12,000 retirement plans and more than $40B in assets under management.   Welcome to both of you to the podcast! Show Highlights:   0:00 Meet Patrick Mahoney & Skip Schweiss 4:00 What has shifted in financial services? 8:08 How is technology changing consumer behavior? 11:10 Are fintech stacks keeping up? 14:34 What skills does today’s financial advisor need? 18:48 What is the role of the financial advisor? 21:41 How do financial advisors develop trust? 25:14 What tools are available in the FPA? 30:05 Words of Wisdom   Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to connect with me? Join my exclusive “tribe” by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Janelle Orion.    Janelle brings 15 years in marketing strategy and coaching to the conversation.  Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales.  Her stated goal is to help entrepreneurs feel good in their business with marketing strategy, intention and execution. Today, we’ll delve into what it takes to “jumpstart” your marketing plan!   Welcome to the podcast!   Show Highlights:   0:00 Meet Janelle Orion 1:10 What is Marketing? 5:27 What is a CRM? 12:10 What is Retention Marketing? 17:45 Segmenting Your Database 21:50 How do you formulate your messaging? 26:29 How to Make Your Marketing More Effective 30:50 How Do You Start Marketing Yourself 36:30 What is the MBA? 42:46 Words of Wisdom   Resources:   What to jumpstart your marketing plan?  Check out Janelle’s MBA - Marketing Baseline Assessment by clicking here. Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to connect with me? Join my exclusive “tribe” by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Chris Stanley.    Chris is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners.  He brings expertise in legal advice and compliance counseling related to federal and state securities laws, SEC rules and regulations, RIA mergers & acquisitions, investment management compliance, RIA registration, and general corporate legal matters. Today he and I will be diving into implications from the new SEC marketing rule.   Welcome to the podcast! Show Highlights: 0:00 Meet Chris Stanley 1:10 Chris and I discuss The History of Regulations 7:28 Overview of the New SEC Marketing Rule 9:23 Testimonials Are No Longer Prohibited 14:05 How Compliance Has Been Handled 17:52 Social Media Procedures 19:51 Rolling Out the New Rule 25:25 How Will This Play Out? 31:19 Who Should Use This Rule? 35:59 Words of Wisdom   Resources: Want to understand the rule we’re talking about?  Check out this article by Chris: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your financial services career. To listen to previous podcast episodes or to receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here. Want to connect with me? Join my exclusive “tribe” by clicking here. Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Miles Beckler.    Miles is a digital entrepreneur on a mission to help individuals unlock the abundance and lifestyle freedom possible through internet marketing and entrepreneurship.  He brings over 18 years of profitable digital marketing experience to the table making him uniquely qualified and fired up to teach you exactly what is working in internet marketing, right now.    With the goal of being the 'Most helpful internet marketer ever' you've given away your best 'how to' information for free through your YouTube channel which has grown from zero to 100,000 subscribers in under 3 years and through your blog, MilesBeckler.com.   Welcome to the podcast! Show Highlights:   0:00 Meet Miles Beckler 4:10 What is a sales funnel? 9:10 What should you narrow down your audience? 13:44 The impact of freedom and time on business 20:00 Sorting vs. Selling 25:30 Video - Where to start? 30:06 Why do you need an email list? 41:00 How can Miles help you? 44:20 Words of Wisdom for Financial Professionals   Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your financial services career. To listen to previous podcast episodes or to by receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here. Want to connect with me? Join my exclusive “tribe” by clicking here. Thanks again for listening, reading, and watching!