On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.
In the full episode, you'll discover:
🎙️Kate's story and origin in financial planning
🎙️The impact of the changing landscape of financial advice
🎙️The advantages that next generation professionals have that older professionals don't have
🎙️What the next generation needs to carry into the future of financial advice
🎙️How the CFP Board is shaping that impact
🎙️In your own words, what does the phrase "career changer" mean to you
Resources:
If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda
Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair
Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary
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HUGE Podcast Announcement: Guess what is about to happen?
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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
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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 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
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