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Contenuto fornito da Dominique Henderson, CFP® and Dominique Henderson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dominique Henderson, CFP® and Dominique Henderson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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CFFP #64 - The Two Sets of Eyes in Financial Services

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Manage episode 344166777 series 2434430
Contenuto fornito da Dominique Henderson, CFP® and Dominique Henderson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dominique Henderson, CFP® and Dominique Henderson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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 episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda

Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair

Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary

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!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

  continue reading

278 episodi

Artwork
iconCondividi
 
Manage episode 344166777 series 2434430
Contenuto fornito da Dominique Henderson, CFP® and Dominique Henderson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dominique Henderson, CFP® and Dominique Henderson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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 episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda

Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair

Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary

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!

If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

  continue reading

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