Conversations for Financial Professionals

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 Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sectors for over a decade, helping improve client outcomes.   She's the founder of www.ChiefFinancialMom.com, a personal finance education blog to help other busy moms. She's also the co-host of the Real Money, Real Experts podcast, and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University. 

----more----The topic of this conversation is to help aspiring financial professionals learn about the difference between financial coaching and financial planning.

The two terms are often confused, but Dr. Mary Bell Carlson clears up any confusion and provides insight into both jobs to help make a decision as to which one you'd like to go after!

We discuss the following...

• What is financial coaching?

----more----Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Check out this free resource from Dr. Mary Carlson: https://freeguide.chieffinancialmom.com/

To receive a newsletter digest of Jumpstart community happenings, 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.

Want to collaborate? Click here.

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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.  Click here to leave a review.

Thanks again for listening, reading, and watching!

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 Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.

She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council.

We cover a ton in our conversation, such as:

-Why she chose the CFP of all the available designations

-What she did to prepare for exam including the education provider she used and how long it took her to prepare

-How she felt about her failed 1st attempt at the exam and what she learned from it.

-What it was like on the exam day and her strategy for tackling questions.

In this conversation you'll learn from Anabel’s firsthand experience on what you need to do in preparing for the CERTIFIED FINANCIAL PLANNER™ examination.

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking 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.

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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now!

Steve Sims is a world-renowned entrepreneur and the CEO of Bluefish. 

He started with nothing and turned it into a multi-million dollar business. Steve has consulted with most major Hollywood studios, Fortune 100 companies and celebrities like Matt Damon, Steven Spielberg, Oprah Winfrey, Jeff Bezos, Bill Gates among others. 

In this episode, we discuss with Steve Sims "what the right tools are for excellent client service".

In this conversation, you'll learn:

-how to deliver excellence through client service by applying the lessons that were learned from Steve's success story!

-about how the Bluefishing idea came to be and what it consists of including creativity, positivity, and accountability.

-the best way to inspire a team and inspire a company.

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking 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.

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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

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 Jessica Medina who went from being a lawyer practicing family law for a big firm to being a financial coach who wants to help lawyers see the light of day and how she learned about finances. 

In today’s episode you will learn:

-About Jessica’s story and what prompted her to become a financial coach

-Why should picked being a financial coach over being a financial advisor

-Jessica’s best piece of advice for aspiring financial professionals about specializing in a niche

-Tips on how to “make the leap” without leaving the steady paycheck

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking 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.

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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to Episode 31 of the Conversations for Financial Professionals.

In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional.

Carl Richards is an expert in crafting financial advice as a “nex-gen” financial professional whose accomplishments include:

• Creator of the Sketch Guy column which appears weekly in The New York Times

So if you want to be relational when it comes to giving financial advice, unpacking deeper issues with clients, and being more present with clients so you can practice or incorporate these skills into the client relationship, tune in now!

Show Highlights:

• Selling certainty as a financial professional

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking 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.

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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services.

So if you want to understand how financial services is affected by underrepresentation of certain people groups, realize ways that #finserv can attract, hire and retain the best talent, and recognize the challenges #finserv faces by not being more diverse so you can incorporate tools to serve their ideal client at the next level, tune in now!

In this episode, you'll discover:

• The effect that BLX is having on the lack of diversity in the profession

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking 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.

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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Eliseo Way.

Eliseo you are an independent insurance and annuities broker licensed in several states.  You are also a content creator with a YouTube channel that talks mainly about Content Creation and Monetization. 

You aspire to create content that helps people realize and productize their intellectual property, as well as help others in their journey of reaching and maintaining mental, physical and financial wholeness.

In this episode, Eliseo and I discuss how to create content that converts.

In this episode, you'll discover:

• Eliseo's ideas on serving a niche market as a financial professional;

So if you want to understand the pitfalls to avoid when creating content, find out ways to level up your content creation strategy, and see ways that using video can impact your business, tune in now!

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

To receive a newsletter digest of Jumpstart community happenings, 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.

Want to collaborate? Click here.

If you enjoyed this episode on how to create content that converts, 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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Luis Rosa.

Luis is the founder of Build a Better Financial Future LLC. He immigrated from the Dominican Republic at age 11 and grew up in New York City where he noticed the lack of financial literacy in his community.

He’s held many roles including FPA NexGen ambassador and host, to CFP Board Center for Financial Planning’s Diversity Summit speaker using those platforms to spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.

In this episode, Luis F. Rosa, CFP®, EA and I discuss why building financial literacy in our society is a key to building wealth.

In this episode, you'll discover:

• Luis' formula for becoming financially literate, and whether this formula is different for specific people groups;

If you want to understand the ingredients to becoming financially literate, find out where the nexgen #finpro fits into the financial literacy equation, and learn the changes to the existing model for recruitment of nexgen talent so you can incorporate tools to serve your ideal client at the next level, tune in now!

_____________________

Resources:

Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, 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 on building financial literacy in our society is a key to building wealth, 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.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Mike Michalowicz.

Mike, you are the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit.

By your 35th birthday, you had founded and sold two multi-million dollar companies.

Today, you lead two new multi-million-dollar ventures. You are a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. As well as a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of such titles as: Clockwork, Profit First, Surge, The Pumpkin Plan, The Toilet Paper Entrepreneur, and your latest book Fix This Next.

Welcome to the podcast!

Show Highlights:

• Mike discusses the concept of a business serving its owner instead of the business owner serving their own business

• Ways to pay yourself as a business owner are discussed; Mike gives us the scoop on how his way of running his business was so revolutionary

• The most substantial impediment to profitability to entrepreneurs is examined

• Investment in systematic organization consultation for your business is discussed; Mike sheds light on how a business owner should view this as an investment in a business vs. an expense

• Budgeting and taking time for personal development of yourself as a business owner is deliberated

• Industry myths are dissected; Mike answers various questions regarding profitability success, paying yourself as the business owner and applying business system organization to different industries

Resources:

Mike has some cool tools to help you get your business to profitability, check them out here:  https://mikemichalowicz.com/get-the-tools/

Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

Subscribe to the podcast by clicking here.

Want to collaborate? Click here.

Thanks again for listening, reading, and watching!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Stacy Livingstone-Hoyte.

Stacy you are the founder of Integrated Financial Care which offers personal finance counseling, coaching and educational services. You also coach with Zeiders Enterprises which offers financial education services to the National Guard Reserve and Active Duty Service members along with their families. Before that, you coached at-risk veterans with the Consumer Financial Protection Bureau’s Financial Coaching Initiative along. You’ve also worked as Personal Financial Management Specialist with the US Navy. You are definitely living out your motto: “I will serve”

Welcome to the podcast!

Show Highlights:

0:00 Meet Stacy Livingstone-Hoyte

1:20 What sparked the interest in personal finance?

2:50 Getting Into Financial Services

5:52 The Path to the AFCPE

7:50 Why did you want to share your story?

10:43 Former Military and Active Duty

17:18 From Military to Financial Services

20:33 Day in the Life of Stacy

25:10 Words of Wisdom  

Resources:

Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

Subscribe to the podcast by clicking here.

Want to collaborate? Click here.

Thanks again for listening, reading, and watching!