Thanks to all the Conversations for Financial Professionals listeners!

On this week's episode of Conversations for Financial Professionals, I chat with Amanda Raymond about how impactful psychological fear can be when transitioning into a new career.   In the full episode, you'll discover: 🎙️Amanda's story and origin in financial planning 🎙️The unique challenges career changers face when making a career switch 🎙️How best to deal with obstacles when making a career change 🎙️How The American College is supporting the financial planning profession? 🎙️Interesting...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Amanda Raymond is the Director of Career Development at The American College of Financial Services. She joined The College in June of 2022 to lead the development and creation of a virtual career center. Prior to joining The College, Amanda served as the Associate Director for Alumni Career Engagement at UCLA where she collaborated with alumni,...

On this week's episode of Conversations for Financial Professionals, I chat with Stephen Schiestel, CFA about understanding the importance of building communication skills when coming into any financial services profession.   In this episode, you'll discover: 🎙️Stephen's story and origin in financial planning 🎙️The 3 things it will take for tomorrow's financial professional to be successful 🎙️Is it ever too late to begin a career in financial services 🎙️How are you going start the job as...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Stephen Schiestel is currently the Frederick S. Addy Professor of Practice in Finance at the Eli Broad College of Business at Michigan State University.  He received his MBA in 1998 from Michigan State University and a B.B.A. in Finance from the University of Michigan-Flint in 1991. Schiestel teaches undergrad and grad students in Security...

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Barry Mulholland about how important career changers are to the industry because of their transferrable skills.   🎙️Dr. Mulholland's story and origin in financial planning 🎙️Practical advice for the aspiring financial professional 🎙️How traditional and non-traditional students are coping with the transition into financial services 🎙️What makes an effective financial planner 🎙️In your own words what does...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Department of Finance, College of Business at The University of Akron. The program is registered with the CFP Board of Standards. He oversees program development, financial planning industry relationships,...

On this week's episode of Conversations for Financial Professionals, I chat with Michael G. Thomas Jr., Ph.D. about how psychological understanding in the financial services field is just as important as the technical side.   In this episode, you'll discover: 🎙️Michael's story and how he discovered the financial planning profession 🎙️Why career changers make good candidates for the planning profession 🎙️What mental barriers new entrants face 🎙️How to leverage existing skills to flatten...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today I talk with Michael G. Thomas Jr., Ph.D., who is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization's effects on financial behavior, and the connection between brain function and money. Dr. Thomas's philosophy on how to...

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.   In the full episode, you'll discover: 🎙️Dr. Yeske's story and origin in financial planning 🎙️Why financial planning is here to stay as a profession 🎙️The cost of the journey 🎙️What makes the journey worth the cost 🎙️3 things all career changers should keep in mind before...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990 and is a past Chair of the Financial Planning Association (US) (FPA), being named a top advisor by Bloomberg Wealth Manager. He...

On this week's episode of Conversations for Financial Professionals, I chat with Martin Seay, Ph.D., CFP® about the importance of establishing trust to build client relationships in the financial services industry.   In the full 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...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Martin Seay, Ph.D., CFP® who serves as Professor and Department Head of Personal Financial Planning at Kansas State University, where he oversees CFP Board-registered undergraduate, graduate certificate, M.S., and Ph.D. programs. He earned a Bachelor of Science degree and a Ph.D. with an emphasis in Family Financial Planning,...

On this week's episode of Conversations for Financial Professionals, I chat with Hannah Moore, CFP® about why the financial planning industry is typically viewed as a linear career path from the outside looking in, but in fact, it's quite the opposite.   In the full episode, you'll discover: 🎙️Hannah's story and origin in financial planning 🎙️What is the nex-gen financial planner? 🎙️How does one become a nex-gen financial planner? 🎙️What trends are shaping the financial planning...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Hannah Moore who is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth and works one-on-one with each of their clients. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008 and has been voted one of D...

On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.   In the full episode, you'll discover: 🎙️Kate's story and origin in financial planning 🎙️The impact of the changing landscape of financial advice 🎙️The advantages that next generation professionals have that older professionals don't have 🎙️What the next generation needs to carry into the future of...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Kate Healy, Managing Director, Center for Financial Planning   Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center’s strategic direction to elevate the financial planning profession through programs in diversity and inclusion,...

On this week's episode of Conversations for Financial Professionals, I chat with Adam P. Scherer, MS, CFP®, EA about what kind of capabilities really count in your skillset.   In the full episode, you'll discover: 🎙️Adams's story and origin in financial planning 🎙️What makes financial planning attractive for career changers 🎙️Interesting trends in the financial planning profession 🎙️3 things career changers should understand about the profession 🎙️What skills are most desirable to...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Adam P. Scherer, MS, CFP®, EA.   Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS. Currently, Adam serves as the Director of...

CFFP Season 7 Teaser

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Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. On today's livestream episode we have Diana G. Yáñez.   Diana G. Yáñez, CFP®, RLP® (she/her) 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...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. On today's livestream episode we have Akeiva M. Ellis.   Akeiva is 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...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Dominique Reese.   Award-winning financial coach, consultant and trainer, Dr. Dominique' Reese is the Owner and President of Reese Financial Services, a boutique financial services and education firm that specializes in serving leaders, professionals and entrepreneurs, who are growing their net worth and serving in their divine...