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On this week's episode of Conversations for Financial Professionals, I chat with Martin Seay, Ph.D., CFP® about the importance of establishing trust to build client relationships in the financial services industry.   In the full episode, you'll discover: 🎙️Martin's story and origin in finan…
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University…
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, wher…
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…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Dominique Henderson, CFP® است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.