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Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in st
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.Today we have Andy Andrews. Andy is the author of more than 25 books that have been translated i
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.Today we have Jacqueline Schadeck. Jacqueline, you are a Certified Financial Planner and Accredi
Today we have Rob Bertman. Rob holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As a senior consultant for Student Loan Planner, he helps borrowers rid themselves of student loan debt. Rob is also a Fami
Show Notes:Today’s conversation is with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications
Show Notes In today’s conversation we have Dr. Brad Klontz. Brad helps people master the psychology of wealth and live a life of abundance. He’s also managing principal at Your Mental Wealth Advisors™, Co-Founder of the Financial Psychology In
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.Today we have Gary Clement. Gary is President of Clement Asset Management, LLC, a financial pla
In today’s conversation, we have Neil Patel. Neil is a New York Times Bestselling author. The Wall Street Journal has called him a top influencer on the web. Forbes dubbed him one of the top 10 marketers, and Entrepreneur Magazine stated that
Today we have Bob Veres. Bob is editor and publisher of the Inside Information guide to trends and innovations in the financial planning profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Fina
Today I have Cameron Huddleston, an award-winning journalist with nearly 20 years of experience writing about personal finance. Cameron’s work has been featured in such publications as Forbes, Kiplinger, and the Chicago Tribune. Cameron is als
Today we have the one and only Seth Godin! Seth is the author of 20 worldwide best selling books (including Purple Cow, Linchpin and now The Practice). He is one of only three people that have been inducted into the Direct Marketing Hall of Fa
It's time to change the narrative...The Conversations for Financial Professionals podcast (#CFFPPodcast) is all about shaping the next generation of financial advice.What you've just heard is just the tip of the iceberg of what we will ex
Show Notes:What the value of financial coaching?I've noticed Saundra Davis from afar, but not until recently have we connected so I can bring her perspective on financial services to my audience.Saundra brings a wealth of knowledge to our co
Show Notes:A more appropriate title for our conversation may have been "the skinny on the financial services industry" because Gary Clement and I covered nearly everything.I really enjoyed our talk and Gary's perspective because of his pulse
Show Notes:My guest today to talk about financial coaching as a profession is Wilson Muscadin founder of The Money Speakeasy Wilson has thrived as a financial coach and had a long tenure in the financial services industry.You don't often get
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