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Conversations for Financial Professionals

Dominique Henderson, CFP®
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    HUGE Podcast Announcement: Guess what is about to happen?
    Thanks to all the Conversations for Financial Professionals listeners! ...
    • 1
    • 3 years ago
    01:58
    CFFP #71 - The Benefits of Community in Mentorship
    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 episod...
    • 2
    • 3 years ago
    02:10
    CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
    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...
    • 1
    • 3 years ago
    45:52
    CFFP #70 - Building Communication Skills in Financial Services
    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 financi...
    • 1
    • 3 years ago
    01:57
    CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
    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...
    • 1
    • 3 years ago
    51:19
    CFFP #69 - Transferrable Skills as a Career Changer
    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.   ...
    • 1
    • 3 years ago
    02:13
    CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
    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 cur...
    • 1
    • 3 years ago
    49:59
    CFFP #68 - Engaging Empathetically with Your Clients
    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...
    • 1
    • 3 years ago
    02:09
    CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
    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 ...
    • 1
    • 3 years ago
    01:09:00
    CFFP #67 - Why Psychological Understanding is Important as a CFP
    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...
    • 1
    • 3 years ago
    02:06
    CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
    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 Ga...
    • 1
    • 3 years ago
    48:17
    CFFP #66 - Establishing Trust in Financial Services
    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...
    • 1
    • 3 years ago
    02:26
    CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
    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 serve...
    • 1
    • 3 years ago
    40:51
    CFFP #65 - Financial Planning is a Lateral Field
    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 outsi...
    • 1
    • 3 years ago
    02:00
    CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
    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 Fin...
    • 1
    • 3 years ago
    58:57
    CFFP #64 - The Two Sets of Eyes in Financial Services
    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 ...
    • 1
    • 3 years ago
    02:12
    CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
    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, Cent...
    • 1
    • 3 years ago
    53:48
    CFFP #63 - What Really Counts in Your Skillset
    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...
    • 1
    • 3 years ago
    00:55
    CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
    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.   Ad...
    • 1
    • 3 years ago
    01:03:18
    CFFP Season 7 Teaser
    CFFP Season 7 Teaser ...
    • 1
    • 3 years ago
    01:36
    Attention: Career Changers! Check out this announcement...
    Register today for the challenge by going to: https://www.jumpstartcoachinglab.com/careerchanger-challenge Use the promo/discount code:  PODCAST for $50 off! ...
    • 1
    • 4 years ago
    01:57
    CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®
    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...
    • 1
    • 4 years ago
    53:47
    CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®
    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. Elli...
    • 1
    • 4 years ago
    57:56
    CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC
    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 finan...
    • 1
    • 4 years ago
    51:03
    CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA
    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 accomplish...
    • 1
    • 4 years ago
    32:16
    CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP
    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 ...
    • 1
    • 4 years ago
    43:45
    CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®
    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 F...
    • 1
    • 4 years ago
    51:56
    CFFP #56 - Incorporating Behavioral Science into the Financial Professional’s Tool Kit ft. Dr. Daniel Crosby
    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...
    • 1
    • 4 years ago
    43:00
    CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke
    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 missio...
    • 1
    • 4 years ago
    37:16
    CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®
    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 Preside...
    • 1
    • 4 years ago
    43:44
    CFFP #53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®
    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 owne...
    • 1
    • 4 years ago
    39:25
    CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP®
    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 ...
    • 1
    • 4 years ago
    53:18
    CFFP #51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP®, CIMA®
    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...
    • 1
    • 4 years ago
    42:23
    CFFP Season 6 Teaser
    CFFP Season 6 Teaser ...
    • 2
    • 4 years ago
    01:06
    CFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, CFP®
    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 p...
    • 1
    • 4 years ago
    49:52
    CFFP #49 - Making the Pivot as a Career Changer ft Brian Covey
    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 Socce...
    • 1
    • 4 years ago
    40:00
    CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®
    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 P...
    • 1
    • 4 years ago
    35:14
    CFFP #47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI
    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 ...
    • 1
    • 4 years ago
    43:38
    CFFP #46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS®
    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 Fi...
    • 1
    • 4 years ago
    40:13
    CFFP #45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC®
    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, fina...
    • 1
    • 4 years ago
    44:13
    CFFP #44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman
    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...
    • 1
    • 4 years ago
    42:04
    CFFP #43 - How Advisors can deliver massive value to their clients through tax planning in 2021 ft. Steven Jarvis
    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 R...
    • 1
    • 4 years ago
    42:04
    CFFP #42 - Owning Your Financial Narrative ft. Shehara Wooten, CFP®
    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, speak...
    • 1
    • 4 years ago
    43:45
    CFFP #41 - True Holistic Planning ft. George Kinder
    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 recogniz...
    • 1
    • 4 years ago
    42:43
    Podcast Announcement!!!
    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 curren...
    • 1
    • 4 years ago
    02:00
    CFFP #40 -Tools for Hiring the Best Talent In the Next 15 Years in Financial Planning Rianka R. Dorsainvil, CFP®
    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-Foun...
    • 1
    • 4 years ago
    38:29
    CFFP #39 - Using Media to Raise Your Authority & Reach Your Ideal Client Benjamin J. Brandt, CFP®, RICP®
    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...
    • 1
    • 4 years ago
    45:53
    CFFP #38 - Realizing the Benefits from Diverse Opinions Inside Financial Services ft. Stephanie McCullough
    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.   S...
    • 1
    • 4 years ago
    36:59
    CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®
    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®, ...
    • 1
    • 4 years ago
    35:25
    CFFP# 36 - Understanding the Implications of Cryptocurrency, Blockchain and Decentralized Finance on Traditional Financial Services ft. Jerry Hall
    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...
    • 1
    • 4 years ago
    50:04
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