Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
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Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
CFFP #64 - The Two Sets of Eyes in Financial Services
Conversations for Financial Professionals
2 minutes 12 seconds
3 years ago
CFFP #64 - The Two Sets of Eyes in Financial Services
On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.
In the full episode, you'll discover:
🎙️Kate's story and origin in financial planning
🎙️The impact of the changing landscape of financial advice
🎙️The advantages that next generation professionals have that older professionals don't have
🎙️What the next generation needs to carry into the future of financial advice
🎙️How the CFP Board is shaping that impact
🎙️In your own words, what does the phrase "career changer" mean to you
Resources:
If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda
Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair
Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary
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Conversations for Financial Professionals
Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
