Welcome to the Conversations for Financial Professionals Podcast Vault!
Season 1 Episode 10 - The Power of Your Perspective ft. Andy Andrews
Andy Andrews is the author of more than 25 books that have been translated into more than 40 languages among those are several New York Times bestsellers including "The Traveler's Gift" which was named one of the Five Books You Must Read in Your Lifetime by ABCs Good Morning America. Andy also works as a consultant to many Fortune 500 companies and is one of my favorite authors (I have 7 of your books in my personal library). I think you are one of the foremost authorities on mindset and a just a sage when it comes to discussing the topic of perspective.
Season 1 Episode 9 - Finding Your Voice and Holding Your Ground in Financial Services ft. jacqueline schadeck
Jacqueline Schadeck is a Certified Financial Planner and Accredited Wealth Management Advisor currently practicing in Atlanta, GA at Sherrill, & Hutchins Financial Advisory, Inc. She also spent time on the FPA of Georgia board and the Kennesaw State University (your alma mater) Black Alumni Society. She is also a recent author of "MONEY PLANNING AND POSITIVITY: A GUIDE TO A BETTER FINANCIAL LIFE". I consider her one of the foremost IG personalities when it comes to someone that is doing it the right way and a role model for not just young planners but all planners.
Season 1 Episode 8 - The Future of the Student Loan Crisis ft. Rob Bertman
Rob Bertman holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As a senior consultant for Student Loan Planner, he helps borrowers rid themselves of student loan debt. Rob is also a Family Budget Expert helping parents find the extra money in their budget to reach their financial goals.
Season 1 Episode 7- Understanding the Importance of Financial Planning ft. Ana Trujillo Limon
Ana Trujillo Limon has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog.
Season 1 episode 6 - How to Use TikTok to Market Your Financial Services Practice ft. Brad Klontz
Dr. Brad Klontz helps people master the psychology of wealth and live a life of abundance. He’s also managing principal at Your Mental Wealth Advisors™, Co-Founder of the Financial Psychology Institute™, and Associate Professor of Practice at Creighton University Heider College of Business. Dr. Klontz is also an author of 5 books on financial psychology, including Mind Over Money, Facilitating Financial Health, and Financial Therapy and most recently "Money Mammoth: Unlocking The Secrets Of Financial Psychology To Break From The Herd And Avoid Extinction".
Season 1 episode 5 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement
Gary Clement is President of Clement Asset Management, LLC, a financial planning and investment management firm, a lead instructor in the Kaplan Schweser Certified Financial Planning Program, an adjunct professor at the College for Financial Planning, and an assistant professor at the University of Alabama. Gary also holds several professional designations and multiple educational degrees.
Season 1 episode 4 - The Evolution of Marketing Tools ft. Neil Patel
Neil Patel is a New York Times Bestselling author. The Wall Street Journal has called him a top influencer on the web. Forbes dubbed him one of the top 10 marketers, and Entrepreneur Magazine stated that he created one of the 100 most brilliant companies. He was recognized as a top 100 entrepreneur under the age of 30 by President Obama and a top 100 entrepreneur under the age of 35 by the United Nations--so no better to probably discuss the subject of marketing on today’s podcast.
Season 1 episode 3 - Creative Ways to Address the Lack of Color in Financial Services ft. bob veres
Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the financial planning profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. He is also an award-winning journalist, including the Jesse H. Neal Award from the American Business Media.
Season 1 episode 2 - using media to boost your personal brand ft. cameron huddleston
Cameron Huddleston is an award-winning journalist with nearly 20 years of experience writing about personal finance. Cameron’s work has been featured in such publications as Forbes, Kiplinger, and the Chicago Tribune. Cameron is also a recent author of the book: “Mom and Dad, We Need to Talk - How To Have Essential Conversations With Your Parents About Their Finances”.
Season 1 episode 1 - Uncovering Your Superpower and Becoming Indispensable to Your Ideal Client ft. Seth Godin
Seth Godin is the author of 20 worldwide best selling books (including Purple Cow, Linchpin and now The Practice). He is one of only three people that have been inducted into the Direct Marketing Hall of Fame, and in my opinion, one of the world's best educators and teachers of...common sense.