About our guest…

In this episode of Conversations for Financial Professionals, Martin Seay, Ph.D., CFP® discusses why financial planning is much more personal than finance. We talk about the value of aspiring financial planners understanding their clients' money stories, and how that is crucial in facilitating a client reaching their goals. Additionally, he shares his thoughts on the future of financial planning and what aspiring professionals need to do to be successful in the field. If you're looking to make a career change and become a financial planner, you'll need to develop a range of skills. In this episode, we discuss what those skills are and how you can go about acquiring them.

What we talked about…

In this episode, you'll discover:

🎙️Martin's story and origin in financial planning

🎙️How understanding a client's money story contributes to the financial planning relationship

🎙️Why planners do well to understand their own money stories

🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change

🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop

🎙️In your own words, what does the phrase "personal financial planning" mean to you?

Community Question

🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?

Resources from this podcast…

• 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.

Thanks again for listening, reading, and watching!

Check out our podcast playlist on Youtube! 👇🏽👇🏽