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:
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CFFP # 25 What Firm Owners Seek in Career Changers ft. Lawrence Smith, CFP ®, CRPC ®, CRPS ®
CFFP# 24 - From College to Career--Advice for the Pandemic and Beyond ft. Andrea Koppel
CFFP# 23 - The Ultimate Guide to Productivity **IN JUST 12 WEEKS **ft. Brian Moran
CFFP# 22 - Financial Services and the Millennial Generation-Shannah Comptom Game
CFFP# 21 - Adding Value Through Software and Automation—The Holistiplan Story ft. Kevin Lozer
CFFP# 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger
CFFP# 19 - So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones
CFFP# 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip Schweiss
CFFP# 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion
CFFP# 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley
CFFP# 15 - How Do Marketing Funnels Work and Do I Need One? Ft. Miles Beckler
CFFP# 14 -Psychology of Money Decisions ft. Annie Emprima-Martin
CFFP# 13 - What's Holding You Back from Achieving Your Dream? ft. Teri Ijeoma
CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson
CFFP #11 What are the Best Marketing Tools? ft. Phil Jones
Recapping Season 1, Preview of Season 2
CFFP #10 The Power of Your Perspective ft. Andy Andrews
CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck
CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman
CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon
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