Welcome to the Conversations for Financial Professionals Podcast Vault!
LIVESTREAM: Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®
In this episode of Conversations for Financial Professionals, we are joined by Diana G. Yáñez, CFP®, RLP® (she/her) who 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.
LIVESTREAM: Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®
In this episode of Conversations for Financial Professionals, we are joined by Akeiva Ellis who is a 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.
Season 6 Episode 60 -Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique' Reese, AFC®, FFC®
In this episode of Conversations for Financial Professionals, we are joined by Dr. Dominique' Reese, AFC®, FFC® who offers tips to women on how to forge their own financial paths within the financial services industry. In this episode, learn about the unique challenges faced by women in the financial industry and strategies for overcoming them.
Season 6 Episode 58 -Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP
In this episode of Conversations for Financial Professionals, we are joined by Anjali Jariwala, CPA, CFP who shares her story of how she used her personal experiences to help build her specialization to physicians and business owners. Anjali is a great example of this as she shares her blueprint on how she leveraged her background in accountancy as a career changer to create a firm that is not only profitable, but also fulfilling.
Season 6 Episode 57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®
In this episode of Conversations for Financial Professionals, I speak with Tanya Frias, CFP®, ChSNC®. Tanya is Chief Financial Planner at Freeman Capital, a company with its #1 goal to provide financial planning for underserved communities ensuring that communities and future generations thrive. Tanya shares her insights on the financial planning talent shortage; offers some practical solutions for fixing the talent pipeline problem; discusses the importance of attracting more women and minorities to the profession, and shares her thoughts on how the profession can attract and retain more career changer candidates.
Season 6 Episode 56 - Incorporating Behavioral Science into the Financial Professional's Tool Kit ft. Dr. Daniel Crosby
In this episode of Conversations for Financial Professionals, Dr. Daniel Crosby-a leading voice in the field of behavioral finance-discusses how incorporating behavioral science into your toolkit can help you make better financial decisions for your clients. If you're a financial professional, or if you're simply interested in learning more about the role of psychology in financial decision-making, this episode is a must-listen. Dr. Crosby offers great insight and advice that can help you serve your clients better.
Season 6 Episode 55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke
In my most recent conversation with former financial advisor Kristin Burke, we discussed the importance of staying focused on goal setting, creating a vision, sticking with a plan and so much more that goes into the success of a "nex-generation” financial professional.
Season 6 Episode 54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®
In this episode, we talk with Jean Dunn , CFP® about what the next generation of wealth transfer might look like and how we can prepare for it. Jean shares with us her thoughts on the matter, as well as some tips on how we can get our own finances in order so that we are prepared for whatever comes our way.
Season 6 Episode 53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®
In this episode of Conversations for Financial Professionals, we are joined by Dr. Brandy Baxter, AFC®FFC® to discuss these differences and what the future of the industry looks like. Here are a few key takeaways from our conversation: financial coaching and financial planning are not always the same thing; financial coaching is more about helping clients improve their current money situation; while financial planning focuses on creating a plan to reach specific financial goals; and the future of the industry looks bright, with more people searching for financial professionals who can help them improve their overall financial wellbeing.
Season 6 Episode 52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP®
In this episode of Conversations for Financial Professionals, we are joined by Charles Adi, CFP® to discuss some of the challenges for career changers and aspiring financial advisors. Our conversation was full of different approaches to this problem from which I believe some viable solutions can (and will) emerge.
Season 6 Episode 51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP®, CIMA®
In this episode of Conversations for Financial Professionals, we are joined by Michelle Arpin Begina, CFP®, CIMA® to discuss how financial professionals can use their own money stories to help their clients debunk their own money secrets.