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
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!
If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).
How To INVEST 401K in Stocks for Beginners
MONEY IN RELATIONSHIPS Tips for Family Budgeting and Marriage Financial Planning
What is HSA vs FSA? Flexible Spending Account or Health Savings Account EXPLAINED
PERSONAL FINANCE 101 - Tips for Financial Literacy
ROTH IRA EXPLAINED - 3 Reasons to Use a Roth IRA
Should You PAY DEBT or INVEST?
What Is COMPOUND INTEREST? Compound Interest Explained
What is an IRA? Roth IRA vs Traditional IRA Explained
What is an HSA?
UNREALIZED and REALIZED Gains and Losses
How To INCREASE Your FICO CREDIT SCORE Explained
MANAGING FINANCES IN MARRIAGE - 3 Tips for Communication
Understanding your DEBT TO INCOME Ratio
How To Handle Finances in Marriage
Tips for Debt Free Living and Marriage Financial Planning
How Do I Maximize My Employer Benefits
How can I use my 401k to build wealth?"
What Should I Do with My Stock Options?
Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bet...
3 Things to Pay Attention to for the Rest of 2018 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Lif...
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Pharmacy Podcast Network
Aktörspodden
The Power of Storytelling
The Ramsey Show
Planet Money