Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
In this episode, you'll discover:
🎙️Amanda's story and origin in financial planning
🎙️The unique challenges career changers face when making a career switch
🎙️How best to deal with obstacles when making a career change
🎙️How The American College is supporting the financial planning profession?
🎙️Interesting trends you've noted during the pandemic about the workforce
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
Explanation of Johari Window: https://en.wikipedia.org/wiki/Johari_window
Big 5 Personality Test: https://bigfiveaspects.com/
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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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