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

Today we have Martin Seay, Ph.D., CFP® who serves as Professor and Department Head of Personal Financial Planning at Kansas State University, where he oversees CFP Board-registered undergraduate, graduate certificate, M.S., and Ph.D. programs. He earned a Bachelor of Science degree and a Ph.D. with an emphasis in Family Financial Planning, both from the University of Georgia as well as earning his CFP® certification in 2014.Martin's research focuses on borrowing decisions, how psychological characteristics shape financial behavior, and how consumers seek and use financial advice. His research has been recognized with the 2014, 2017, and 2019 FPA Annual Conference Research Paper Awards, the 2016 CFP Board's ACCI Financial Planning Award, and the 2016 Montgomery-Warschauer Award. He was also recognized with the Distinguished Financial Planning Alumnus Award by the University of Georgia in 2021 and selected as a member of the 2020 InvestmentNews 40 Under 40 class. He previously served as president of the Financial Planning Association (FPA) Board in 2020 and currently serves of the CFP Board of Directors. 

In this episode, you'll discover:

🎙️Martin's story and origin in financial planning

🎙️How understanding a client's money story contributes to the financial planning relationship

🎙️Why planners do well to understand their own money stories

🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change

🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop

🎙️In your own words, what does the phrase "personal financial planning" mean to you?

Community Question

🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?

Resources:

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