Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Akeiva is powerhouse in the financial services industry.
In her current role with Ballentine Partners, she works as the Financial Education Specialist where she develops financial education content and strategy and hosts the Ballentine Broadcast: Conversations on Black Wealth. She feels here life's calling is to promote economic equity, justice, and empowerment and does so through several activities. One of those is through her Youtube channel The Bemused. Co-run with her husband, they make sense of all things money for young adults just like them. They also offer MONEY 180™, a course for young adults seeking to develop culturally inclusive financial literacy skills.
In our discussion we talked about:
🎙️The "exposure" problem with a career in financial planning
🎙️The Traditional vs. Non-Traditional Pathways into financial planning
🎙️Lessons for Career Changers to Learn from Akeiva's Path
🎙️The Question All Career Changers Should Ask
🎙️Skills Every Career Changer Should Possess
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!
HUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
CFFP #70 - Building Communication Skills in Financial Services
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money