En iyi Dominique Henderson podcastleri (2024)

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HUGE Podcast Announcement: Guess what is about to happen? 1:58

2y ago1:58

1:58

Thanks to all the Conversations for Financial Professionals listeners!Dominique Henderson, CFP® tarafından oluşturuldu

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CFFP #71 - The Benefits of Community in Mentorship 2:10

2y ago2:10

2:10

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 bes…

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CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond 45:52

2y ago45:52

45:52

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. …

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CFFP #70 - Building Communication Skills in Financial Services 1:57

2y ago1:57

1:57

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'…

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CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA 51:19

2y ago51:19

51:19

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 Uni…

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CFFP #69 - Transferrable Skills as a Career Changer 2:13

2y ago2:13

2:13

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-traditiona…

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CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland 49:59

2y ago49:59

49:59

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 …

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CFFP #68 - Engaging Empathetically with Your Clients 2:09

2y ago2:09

2:09

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 chang…

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CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC® 1:09:00

2y ago1:09:00

1:09:00

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, …

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CFFP #67 - Why Psychological Understanding is Important as a CFP 2:06

2y ago2:06

2:06

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…

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CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP® 48:17

2y ago48:17

48:17

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 planni…

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CFFP #66 - Establishing Trust in Financial Services 2:26

2y ago2:26

2:26

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 cont…

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CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP® 40:51

2y ago40:51

40:51

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…

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CFFP #65 - Financial Planning is a Lateral Field 2:00

2y ago2:00

2:00

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…

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CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP® 58:57

2y ago58:57

58:57

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 graduate…

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CFFP #64 - The Two Sets of Eyes in Financial Services 2:12

2y ago2:12

2:12

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 th…

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CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy 53:48

2y ago53:48

53:48

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, s…

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CFFP #63 - What Really Counts in Your Skillset 0:55

2y ago0:55

0:55

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 th…

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CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA 1:03:18

2y ago1:03:18

1:03:18

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 Finan…

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CFFP Season 7 Teaser 1:36

2y ago1:36

1:36

CFFP Season 7 TeaserDominique Henderson, CFP® tarafından oluşturuldu

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Attention: Career Changers! Check out this announcement... 1:57

2y ago1:57

1:57

Register today for the challenge by going to: https://www.jumpstartcoachinglab.com/careerchanger-challenge Use the promo/discount code: PODCAST for $50 off!Dominique Henderson, CFP® tarafından oluşturuldu

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CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP® 53:47

2y ago53:47

53:47

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 indi…

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CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC® 57:56

2+ y ago57:56

57:56

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 Specialis…

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CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC 51:03

2+ y ago51:03

51:03

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 educati…

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CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA 32:16

2+ y ago32:16

32:16

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Elois Joseph, MBA who is an accomplished financial services professional with an extensive career in brokerage operations, regulatory compliance, and exchange registration services. She hold…

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CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP 43:45

2+ y ago43:45

43:45

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Anjali Jariwala, CPA and CFP®, who is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm,…

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CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC® 51:56

2+ y ago51:56

51:56

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head…

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CFFP #56 - Incorporating Behavioral Science into the Financial Professional’s Tool Kit ft. Dr. Daniel Crosby 43:00

2+ y ago43:00

43:00

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Dr. Daniel Crosby who is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: In…

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CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke 37:16

2+ y ago37:16

37:16

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Kristin Burke. Kristin Burke’s mission is to help others maximize their potential and achieve their definitions of success. As a goal achievement coach, Kristin collaborates with clients to …

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CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP® 43:44

2+ y ago43:44

43:44

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Jean Dunn, CFP®. Jean is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group. As a freq…

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CFFP #53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC® 39:25

2+ y ago39:25

39:25

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today I'm chatting with Brandy Baxter who is the owner of Living Abundantly where she coaches couples to shift their mindset and bring future financial goals into present reality. She is also an Accredite…

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CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP® 53:18

2+ y ago53:18

53:18

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Charles Adi is the founder and visionary of Blueprint 360, a Houston-based RIA, with the sole purpose of making financial planning and professional investment management advice available to everyone - reg…

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CFFP #51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP®, CIMA® 42:23

2+ y ago42:23

42:23

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Michelle Arpin Begina, CFP®, CIMA® who is the Founder & Chief Behavioral Officer of MichelleAB and is also an Advisor, Author, and Speaker. Michelle has taken her own money story and alchemi…

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CFFP Season 6 Teaser 1:06

2+ y ago1:06

1:06

CFFP Season 6 TeaserDominique Henderson, CFP® tarafından oluşturuldu

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CFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, CFP® 49:52

2+ y ago49:52

49:52

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Jedidiah Collins CFP® , a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University. Transitioning away from football, Jed discovered his…

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CFFP #49 - Making the Pivot as a Career Changer ft Brian Covey 40:00

2+ y ago40:00

40:00

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 Covey, once an Olympic USA Soccer Player, who has mastered the art of a growth mindset, the art of winning, and the art of staying fit. He is an executive at loanDepot, a proud father,…

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CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA® 35:14

2+ y ago35:14

35:14

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Tra…

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CFFP #47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI 43:38

2+ y ago43:38

43:38

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Rahkim Sabree, CFEI, personal finance influencer, author, speaker, and financial coach who focuses on helping entrepreneurs and business leaders optimize their financial future by addressing…

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CFFP #46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS® 40:13

2+ y ago40:13

40:13

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Brittney Castro, founder and CEO of Financially Wise Inc. and a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, h…

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CFFP #45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC® 44:13

3y ago44:13

44:13

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Holly Morphew, AFC®, a visionary, financial coach, and multi-generational entrepreneur. She’s the founder + CEO of Financial Impact, which helps professionals and entrepreneurs create person…

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CFFP #44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman 42:04

3y ago42:04

42:04

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Raquel Hinman, an Erie, Colorado-based CFP® and owner of Hinman Financial Planning, a Fee-Only Registered Investment Adviser. She has helped clients navigate the financial and non-financial …

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CFFP #43 - How Advisors can deliver massive value to their clients through tax planning in 2021 ft. Steven Jarvis 42:04

3y ago42:04

42:04

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most peopl…

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CFFP #42 - Owning Your Financial Narrative ft. Shehara Wooten, CFP® 43:45

3y ago43:45

43:45

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Shehara Wooten who is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping wom…

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CFFP #41 - True Holistic Planning ft. George Kinder 42:43

3y ago42:43

42:43

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 coun…

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Podcast Announcement!!! 2:00

3y ago2:00

2:00

We're taking a little break! Mark your calendar, because we'll be back with brand new content for you starting January 12th Be sure to listen, share and leave a review. 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 newslet…

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CFFP #40 -Tools for Hiring the Best Talent In the Next 15 Years in Financial Planning Rianka R. Dorsainvil, CFP® 38:29

3y ago38:29

38:29

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Rianka Dorsainvil. You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue th…

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CFFP #39 - Using Media to Raise Your Authority & Reach Your Ideal Client Benjamin J. Brandt, CFP®, RICP® 45:53

3y ago45:53

45:53

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Benjamin Brandt. Benjamin Brandt you are a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company.…

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CFFP #38 - Realizing the Benefits from Diverse Opinions Inside Financial Services ft. Stephanie McCullough 36:59

3y ago36:59

36:59

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today’s conversation is with Stephanie McCullough. Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and redu…

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CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP® 35:25

3y ago35:25

35:25

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 Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is a…

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CFFP# 36 - Understanding the Implications of Cryptocurrency, Blockchain and Decentralized Finance on Traditional Financial Services ft. Jerry Hall 50:04

3y ago50:04

50:04

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 Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new …

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