On this week's episode of Conversations for Financial Professionals, I chat with Martin Seay, Ph.D., CFP® about the importance of establishing trust to build client relationships in the financial services industry.
In the full episode, you'll discover:
🎙️Martin's story and origin in financial planning
🎙️How understanding a client's money story contributes to the financial planning relationship
🎙️Why planners do well to understand their own money stories
🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change
🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop
🎙️In your own words, what does the phrase "personal financial planning" mean to you?
Community Question
🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?
Resources:
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Attention: Career Changers! Check out this announcement...
CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®
CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®
CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC
CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA
CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP
CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®
CFFP #56 - Incorporating Behavioral Science into the Financial Professional’s Tool Kit ft. Dr. Daniel Crosby
CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke
CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®
CFFP #53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®
CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP®
CFFP #51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP®, CIMA®
CFFP Season 6 Teaser
CFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, CFP®
CFFP #49 - Making the Pivot as a Career Changer ft Brian Covey
CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®
CFFP #47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI
CFFP #46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS®
CFFP #45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC®
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