Thanks to all the Conversations for Financial Professionals listeners ..read more

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 trends you've noted during the pandemic about the workforce   Resources: Are you a current or a ..read more

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 sales or something else? ?️Placing 80% of students in independent jobs... ?️How best to overcome obsta ..read more

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 Analysis, Valuation, Financial Planning and Wealth Management and Corporate Finance.  He is the ..read more

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, assists with student recruitment, and advises the industry-affiliated student organization. His te ..read more

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 the learning curve ?️Using EQ over IQ ?️In your own words, what does the phrase "empathetic financi ..read more

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 effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the S ..read more

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 has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek ..read more

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 client-planner relationship to illicit behavioral change ?️How financial planning might look 20 years ..read more

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, both from the University of Georgia as well as earning his CFP® certification in 2014.   Martin's re ..read more