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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 #68 - Engaging Empathetically with Your Clients

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Manage episode 346752793 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 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 financial planning" mean to you?

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!

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

  continue reading

278 episodi

Artwork
iconCondividi
 
Manage episode 346752793 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 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 financial planning" mean to you?

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!

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

  continue reading

278 episodi

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