Conversations for Financial Professionals

Conversations for Financial Professionals

By Dominique Henderson, CFP®BusinessEntrepreneurshipCareers
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Conversations for Financial Professionals episodes

  • How To Manage Life and Business--Finding the Balance as an Entrepreneur
    Show Notes:

    Do you want to know how to manage life and business?

    As an empty-nester, entrepreneur and financial advisor and husband of 22 years, I had to bring on my 1st lady (Briana Henderson) to talk about finding balance in the entrepreneur life.

    Here are some of the topics we hit...

    ✅ What everyone is up to

    ✅ What is the key for a "thriving" relationship with hectic schedules?

    ✅ What makes this work for us since it's not always perfect?

    ✅ Why "time is currency" in a relationship (especially our own)?

    ✅ How you avoid "avoiding" one another when there are no more kids to care for?

    ✅Some tips to help keep the relationship thriving!

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    15 min
  • Technology's Impact on Financial Advice featuring Calvin Williams, Jr.
    Show Notes:

    When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might be a good idea to talk to a computer scientist.

    That's exactly what I did in this convo with Calvin Williams, Jr. (owner of the first black-owned robo advisor--Freeman Capital.)

    Our conversation covered so many topics like:

    • How was money talked about when you grew up?
  • How Calvin views the impact of technology on the advisor of tomorrow...
  • What will A.I.'s impact be on human advisors? And where's the opportunity?
  • Advice for human advisors...
  • What role does traditional learning have in today's society of technological advances...
  • Looking at the future of finance with A.I. and humans...

    • Calvin's Instagram Profile

    Calvin's Website

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    30 min
  • Women In FINANCE - How a Female Financial Advisor Found Success featuring Jacqueline Schadeck
    Show Notes:

    Can women in finance find success in a male-denominated industry...ABSOLUTELY!

    There's no better person to discuss this with than my friend and colleague, Jacqueline Schadeck, CFP® of Sherrill & Hutchins Financial Advisory, Inc in Atlanta, GA.

    Our conversation was about:

    • Jacqueline's personal money story
  • What it's like to be a woman of color and a CFP in a male-denominated industry...
  • Advice for recent grads or anyone new into this industry...
  • Jacqueline's recipe for success as a woman in finance...
  • Rapid Fire Round covering financial literacy, women advisors, and the meaning of wealth

    • Jacqueline's Instagram Profile

    Jacqueline's LinkedIn Profile

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    38 min
  • Frequently Asked Questions About Being a Financial Advisor and a Certified Financial Planner
    Show Notes:

    I thought to take some time to answer some questions about being a financial advisor and certified financial planner.

    This was an absolute treat to put together. I was able to cover:

    ✅ Update to "Financial Advisor Day in the Life of a CFP" video

    ✅ Diving into the comment section for "Financial Advisor Day in the Life of a CFP" video

    ✅ Update to "Certified Financial Planner Career What Does a CFP Do" video

    ✅ Diving into the comment section for "Certified Financial Planner Career What Does a CFP Do"

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    29 min
  • Social Media Growth Tips for Financial Advisors featuring Andre Albritton
    Show Notes:

    Get ready to learn social media growth tips for financial advisors!

    My latest guest Mr. Andre Albritton (IG: @themillennialsnextdoor) stopped by to provide a bunch of perspective and his top Tips for growing on social media for financial advisors that want to market their services.

    Our conversation was about:

    • How Andre uncovered his passion for finance...
  • A unique opportunity Andre identifies if you're willing to put yourself out there now...
  • Why video is key to your social media content strategy and the results he's noticing...
  • To niche or not to niche...that is the question...
  • How to let social media "pick you"... and developing a content strategy

    • Andre's Instagram Profile

    Check out Andre's Blog

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

    ---
    Send in a voice message: https://anchor.fm/dom-the-maven/message
    31 min
  • Wisdom for Aspiring Women Financial Professionals featuring Bola Sokunbi

    Show Notes

    I was so excited to talk with Bola Sokunbi of Clever Girl Finance in this episode. We covered a host of topics such as the lack of women in the financial industry and how she began her online brand by blogging.

    Her story serves as an inspiration to ANYONE wanting to become a financial professional.

    Our conversation was rich with dialogue about:

    ✅How Bola developed a good money foundation,

    ✅ Some considerations for women financial professionals,

    ✅ How she's used blogging for foundational content to build her brand and why she prefers this platform over just using social media,

    ✅ Why Bola feels that regardless of which path you pursue you need this one thing...,

    ✅ Bola's perspective on the student loan debt crisis, and

    ✅ Parting advice for the aspiring financial professional of tomorrow


    Check out Bola's book which features the stories of women that have changed their financial situation and built 6 and 7 figure incomes.

    Clever Girl Finance Instagram Profile

    Visit her website

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    35 min
  • How to Make $100,000+ as a Financial Advisor

    Show Notes

    If you were curious about how to make $100,000+ as a financial advisor, I want to give you the 3 major things that will determine your pay.

    👉🏾Survey of Financial Advisor Pay: https://www.payscale.com/research/US/Job=Certified_Financial_Planner_(CFP)/Salary

    This is a very common question that I hear, and quite frankly the answer is "it depends", but let me tell you what it depends on...

    1. TYPE OF CHANNEL...this has to do with if you work for a bank or wirehouse, a broker-dealer, hybrid or a RIA. If you want to learn more, check out this video...👉🏾 https://youtu.be/1f4MEt0NzoA
  • TYPE OF FIRM...if the firm is investment-focused or planning focused will also factor into how you are paid. When I worked for an independent RIA, investment-focused firm, I was an employee and also was compensated with revenue share based on how well the firm did.
  • TYPE OF REVENUE MODEL...how the firm bills its clients will dictate how you are paid also. For instance, if the firm is mostly compensated by fees for assets under management, or if they collect commissions from the amount or level of business they transact, or if they are remunerated by a 3rd party company for products they sell. These are all factors that play a part in the way you will be compensated.

    • Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    23 min
  • Financial Coach vs. Financial Advisor: What’s the Difference? featuring Whitney Hansen
    Show Notes:

    ​​I met Whitney Hansen ​through her branding for The Money Nerds podcast​--a ​colorful and entertaining ​collection of ​stories and perspectives ​​on the employment of ​practical financial strategies for the everyday person.

    When I reached out to Whitney and she so graciously responded I just knew we were going to have a great conversation about...

    • The benefits of attending financial conferences like FinCon19
  • What financial coaches do
  • How she started The Money Nerds podcast
  • Entrepreneurial advice
  • Where she sees tremendous opportunity within the financial services industry
  • Some disruptors to be aware of
  • and much more!

    • Whitney's Instagram Profile

    Whitney's Podcast

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    34 min
  • The Impact of Financial Literacy in the Economy with special guest Julie Kalkowski
    Show Notes:

    I met Julie Kalkowski after I reached out to her after reading an article in Creighton's Alumni magazine about the tremendous work she's doing to promote financial wellness in the Omaha area.

    Through several self-initiated grants, she has helped hundreds of individuals gain valuable perspectives on their financial health and also found data on how this relates to physical wellness.

    Her work has several implications on how financial services will be both received and delivered in the future and I wanted to bring her on today to talk about that.

    • How Julie developed her career in financial education/literacy
  • Tell us about the study and the impact on the financial services industry
  • The tools and methods that are being effective in helping drive outcomes in the study
  • What should tomorrow's aspiring financial professional understand about financial health?
  • What makes a good financial coach
  • and much more!

    • Julie's Linkedin Profile

    Financial Hope Collaborative's Website

    Thanks for listening.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    32 min
  • The TRUTH About the Financial Advisor Career Path with Ash "Cash" Exantus

    This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/NQouKGKjlzA


    I met Ash Exantus by watching one of the many interviews he's done
    for social media. Without a doubt, my #1 takeaway→HIS ENERGY.

    His energy and passion for financial education and literacy were infectious and contagious.

    At that point, I reached out and several DMs later, we have

    this opportunity to talk about:

    • His humble beginnings in the projects of New York...
  • The origin of his work ethic
  • Why entrepreneurship isn't for everyone
  • Why he got into financial coaching and left the "regulated" world of financial services
  • Why everyone one that earns money needs a financial advisor
  • and much more!

    • Ash's Instagram Profile: https://www.instagram.com/iamashcash/

    Ash's Website: https://www.iamashcash.com

    Thanks for listening.

    For more information on what I'm doing for current and aspiring financial professionals, click here.

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Send in a voice message: https://anchor.fm/dom-the-maven/message
    45 min

About Conversations for Financial Professionals

From the publisher's feed

A Podcast shaping the next generation of financial advice!