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 #66 - Establishing Trust in Financial Services
Conversations for Financial Professionals
2 minutes 26 seconds
3 years ago
CFFP #66 - Establishing Trust in Financial Services
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 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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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.
