CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

On today's livestream episode we have Akeiva M. Ellis.

 

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:

How to Start A Financial Coaching Business: Idea to Launch in 8 Weeks, a premium e-book that takes the guesswork out of how to get started.

https://mastermymoney.gumroad.com/

 

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!