Advertise on podcast: 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 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, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals.  During her career, she would often share financial advice with family and friends, but began to realize that not only did most of them lack access to the best personal finance information, but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm.  Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being.  She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine’s Young Advisors To Watch for 2020 and Investopedia’s 100 Top Financial Advisors.  Anjali has been featured in CNBC, Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News and more. Anjali serves on the Board of Save a Mother - a nonprofit dedicated to developing sustainable healthcare solutions for the poor in India.   In our discussion we talked about:   🎙️Facing Obstacles as a Career Changer 🎙️Building Your Own Firm 🎙️Making the Leap to #Finserv   Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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 of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.   She is a graduate from City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ(Certified Financial Planner) certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College. Tanya will be attending Kellogg-Northwestern’s Executive MBA program in Fall 2022. Tanya lives in NYC and spends her free time hanging out with the world’s coolest 10-year-old, Zackary.   In our discussion we talked about:   🎙️Talent Pipeline Recruitment and Retention Challenges 🎙️The Career Changer Candidate 🎙️The Freeman Way   Resources: Check out Michelle's Success Formula Guide. CLICK HERE Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.   In our discussion we talked about:   🎙️2022 CFP Exam 🎙️3 E's of Behavioral Change 🎙️Developing Skills as an Existing Advisor   Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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 maximize their potential and achieve their definitions of success. She launched her coaching practice with over a decade of experience coaching and developing hundreds within a FORTUNE 200 firm. She has spoken at numerous annual meetings, regional meetings, leadership clinics and women's summits. Most recently, Kristin coached the team of financial advisors that lead the company in production nationwide. She recruited over 200 college financial representatives into Northwestern Mutual's nationally recognized internship program and elevated the Los Angeles office's internship program from #76 to #5 in the company.   She is passionate about empowering women to elevate their careers. Kristin's curiosity for work-life integration blossomed in graduate school. There, she authored her thesis on the topic of work-life balance, specifically as it related to women. After concluding that the very word "balance" communicated an unrealistic reality, she started her quest to help others understand how to thrive personally and professionally. She specializes in helping clients gain goal clarity, establishing plans to achieve goals and tracking progress.   Outside of coaching, Kristin enjoys running (and has completed 8 marathons), practicing yoga and reading. She believes in progress over perfection and living life by design rather than default.   In our discussion we talked about:   🎙️How to Start with a Vision 🎙️Plan Killers vs. Plan Builders 🎙️Success for the Nex Gen Financial Professional Resources: Check out Kristin's podcast Honor Your Ambition Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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 frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals, sharing industry best practices, from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities, her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.   Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures.   In our discussion we talked about:   🎙️Next Wave of Generational Wealth Transfer 🎙️Diversity Inside of Financial Services 🎙️Wants and Demands of Consumers for the Future Resources: www.trowprice.com/nextwave Prospecting the Next Wave Playbook Next Wave Whitepaper Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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 Accredited Financial Counselor® and a Financial Fitness Coach® with a B.A. in Communication, a M.S. in Management, a Graduate Certificate in Executive Coaching, and a Doctorate in Strategic Leadership.  She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, a book about three women and their money personalities. In addition to serving her community by providing financial education, Brandy is involved in the veteran community. She is co-founder of At Ease Texas, a nonprofit social support organization that facilitates peer groups for women in the military community. She is a veteran of the United States Air Force, a spouse of an Air Force veteran, and strives to be a servant leader in her community.   Brandy is a 2020 recipient of the Governor’s Volunteer Award for Service to Veterans, a member of the Association of Financial Counseling Planning and Education (AFCPE®) Board of Directors, Chair of the AFCPE® Diversity, Equity, and Inclusion Taskforce, and a voting member of the City of Mesquite Housing Board. In our discussion we talked about:   🎙️Financial Coaching vs. Financial Advising 🎙️Developing Financial Coaching as a Skillset 🎙️ How Financial Coaching Empowers Clients for Better Outcomes Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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. 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 - regardless of their income or net worth. There he utilizes a consulting-based approach to educate and empower his clients to take action and reach their wealth potential without sacrificing their lifestyle.   Outside of Blueprint 360, Charles is involved in several nonprofit and civic organizations. He is the past chair of the FPA Diversity Committee and current member of the Center of Financial Planning Diversity Advisory Task Force. A speaker on a variety of financial planning topics, Charles has been quoted by several publications including Forbes, US News, and Financial Planning Magazine.   In our discussion we talked about:   🎙️Barrier to Progress in the Talent Pipeline 🎙️What Minority Advisors Want 🎙️ Path for Success in Financial Services for Minority Advisors Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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 alchemized it into a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle grew up airplane, sports car, and yacht poor – surrounded by the outward signs of wealth but plagued by the insecurity of knowing it was a sham, and her family was never more than a bounced check away from disaster. It turned out to be the perfect starting point for a career dedicated to revolutionizing the way we relate to money (yes, it’s a relationship!) and the way financial advisors work with their clients. Often called the Erin Brockovich of financial literacy, Michelle challenges us to ditch the notion that it only lives on Wall Street and find it where it truly resides: at the intersection of knowledge, skills, and emotional composure. In our discussion we talked about:   🎙️How to dismantle the discomfort people have talking about money 🎙️Being vulnerable to share your own financial journey 🎙️ What is The Success Formula Guide? Resources: Check out Michelle's Success Formula Guide. CLICK HERE Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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!

CFFP Season 6 Teaser

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 passion is delivering financial wellness workshops for those at the beginning of their financial journey, not the end. The Money Vehicle workshops, best-selling book YourMoney Vehicle, and virtual course are on a mission to teach young professionals how to U.S.E. money (Understand, Strategize, Empower).   In our discussion we talked about:     🎙️NFL Player to CFP - why? 🎙️ Challenges of the career changer... 🎙️ How to leverage an established network 🎙️ How is Jed impacting financial services? Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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, an influencer, a top-rated podcaster and, just simply, a fabulous soccer dad. "Conversations with Covey", highlights some of the most incredible stories he’s gotten to share on his podcast, the Brian Covey Show.   In our discussion we talked about:     🎙️ Loss & gain as a finserv career changer 🎙️ Learning as a Career Changer 🎙️ Maintaining a personal growth and investment mindset 🎙️ The Great Resignation Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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 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, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.   In our discussion we talked about:     🎙️ Why become a Certified Divorce Financial Analyst? 🎙️ Let's talk tools 🎙️ Bringing forth transformation... 🎙️ What financial professionals should keep in mind delivering transformation to clients Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. Join our weekly newsletter, 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, 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!