Conversations for Financial Professionals

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On this week's episode of Conversations for Financial Professionals, I chat with Amanda Raymond about how impactful psychological fear can be when transitioning into a new career.   In the full episode, you'll discover: 🎙️Amanda's story and origin in financial planning 🎙️The unique challenges c…

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Amanda Raymond is the Director of Career Development at The American College of Financial Services. She joined The College in June of 2022 to lead the…

On this week's episode of Conversations for Financial Professionals, I chat with Stephen Schiestel, CFA about understanding the importance of building communication skills when coming into any financial services profession.   In this episode, you'll discover: 🎙️Stephen's story and origin in fina…

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Stephen Schiestel is currently the Frederick S. Addy Professor of Practice in Finance at the Eli Broad College of Business at Michigan State Universit…

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Barry Mulholland about how important career changers are to the industry because of their transferrable skills.   🎙️Dr. Mulholland's story and origin in financial planning 🎙️Practical advice for the aspiring…

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Departm…

On this week's episode of Conversations for Financial Professionals, I chat with Michael G. Thomas Jr., Ph.D. about how psychological understanding in the financial services field is just as important as the technical side.   In this episode, you'll discover: 🎙️Michael's story and how he dis…

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today I talk with Michael G. Thomas Jr., Ph.D., who is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His rese…

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.   In the full episode, you'll discover: 🎙️Dr. Yeske's story and origin in f…