100 episodes

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.

Conversations for Financial Professionals Dominique Henderson, CFP®

    • Business
    • 5.0 • 23 Ratings

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# 13 - What's Holding You Back from Achieving Your Dream? ft. Teri Ijeoma

    CFFP# 13 - What's Holding You Back from Achieving Your Dream? ft. Teri Ijeoma

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


     


    Today we have Teri Ijeoma. 


     


    Teri is the founder of Trade and Travel where her flagship "Trade and Travel" trading course teaches people how to invest for what is important to them. She now has over 1000 students that have entered her “$1000 in a Day”. 

    In this conversation we cover so much of Teri’s wonderful personal story, as well as:


     


    Show Highlights:


    Teri discusses what caused her to make the leap out of her comfort zone and cross the proverbial fence. (3:53)

    Teri tells me why she thinks the main reason more people don’t make the leap and follow their dreams. (07:42)

    Teri explains her take on starting with ‘WHY” and what that looks like. (10:25)

    Teri takes us back to the beginning at how she got started in trading. (11:54)

    Teri gives me her secret on how she created her course. (18:13)

    Teri tells me about her scariest moments on her path. (21:21)

    Teri reveals her best trade and worst trade. (26:08) 








    Resources:
    Inspired by Teri’s story and want to check out her course, click here.

    Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your financial services career.




    To listen to previous podcast episodes or to by receive a newsletter digest of Jumpstart community happenings, click here.


     


    Subscribe to the podcast by clicking here.



    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Thanks again for listening, reading, and watching!

    CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson

    CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson

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


     


    Today’s guest is Deanda Wilson.

    Deanda is a financial planning analyst in the Philadelphia area.  Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development.  She earned a Bachelor of Business Administration from Florida A&M University and a Master of City Planning from University of Pennsylvania. Deanda recently passed the Certified Financial Planner™ exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner™ marks.  


     


    I brought her on today to discuss her journey as a career changer into the world of financial planning!




    Show Highlights:


    Deanda tells us one word that sums up her process of  passing the CFP exam and successfully making the transition to financial professional. 

    Deanda will tell you the good, the bad and the ugly about her path of transitioning to a financial advisor.

    Deanda explains her support group and how they helped her. 

    Personal Tips and Tricks from Deanda on making the transition. 

    After making the transition, Deanda explains what life is like after the change in her new firm. 







    Resources:
    Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.




    Listen to previous podcast episodes, clicking here.



    To receive a newsletter digest of Jumpstart community happenings, click here.


     


    Subscribe to the podcast by clicking here.



    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Thanks again for listening, reading, and watching!

    CFFP #11 What are the Best Marketing Tools? ft. Phil Jones

    CFFP #11 What are the Best Marketing Tools? ft. Phil Jones

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


     


    Today we have Phil Jones. Phil, you are a best-selling author of titles like Exactly What to Say, Exactly How to Sell, and Exactly Where to Start. You are also the youngest recipient of the "British Excellence in Sales and Marketing" award at the tender age of 14. You've reached millions across a variety of languages and people groups with your writings, training, presentations, and workshops. You are exactly like...no one else.


     


    Welcome to the podcast!


     


    Show Highlights:


    Phil discusses where the concept of “Exactly How to [fill in the blank]” came from (06:54)

    Phil defines the differences between marketing and sales for a brand (16:01)

    Phil talks about presenting yourself as a story (19:58)

    Phil talks about what he thinks of when he hears the word “financial advisor”.  (23:14)



    Resources:
    What is Phil’s most recommended source to help turn your marketing plan around?  CLICK HERE to find out.  BONUS:  Leave a review for the podcast, screenshot it to me at hello@jumpstartcoachinglab.com and I’ll send it to you for free!


     


    Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.




    Listen to previous podcast episodes, clicking here.



    To receive a newsletter digest of Jumpstart community happenings, click here.


     


    Subscribe to the podcast by clicking here.



    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Thanks again for listening, reading, and watching!

    Recapping Season 1, Preview of Season 2

    Recapping Season 1, Preview of Season 2

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


     


    I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you.  During this bonus episode, I am going to recap everything from Season 1, including a one-word takeaway from each Season 1 interview. 


     


    I will also give you a sneak peek of what to expect in season 2 on topics and guests! 


     


    Show Highlights:


    Why I revamped the podcast  (1:54)

    How did I determine the Season 1 podcast theme? (3:29)

    Episode 1 - Seth Godin - (SAGE) (5:07)

    Episode 2 - Cameron Huddleston - (COMPASSION) (6:44)

    Episode 3 - Bob Veres - (CONSIDERATE) (8:37)

    Episode 4 - Neil Patel - (RESOURCEFULNESS) (11:08)

    Episode 5 - Gary Clement - (STUDIOUS) (13:58)

    Episode 6 - Brad Klontz - (INNOVATIVE) (20:17)

    Episode 7 - Ana Trujillo Limon - (THOUGHTFUL) (22:47)

    Episode 8 - Rob Bertman - (VIGILANT) (26:55)

    Episode 9 - Jacqueline Schadeck - (INSPIRATION) (30:10)

    Episode 10 - Andy Andrews - (PERSPECTIVE) (34:20)

    Season 2 preview (38:55)


    Resources:


    Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.




    Listen to previous podcast episodes, clicking here.


     


    To receive a newsletter digest of Jumpstart community happenings, click here.


    Subscribe to the podcast by clicking here.


    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Want to collaborate? Click here.



    Thanks again for listening, reading, and watching!

    CFFP #10 The Power of Your Perspective ft. Andy Andrews

    CFFP #10 The Power of Your Perspective ft. Andy Andrews

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


     


    Today we have Andy Andrews. Andy is the author of more than 25 books that have been translated into more than 40 languages among those are several New York Times bestsellers including "The Traveler's Gift" which has was named one of the Five Books You Must Read in Your Lifetime by ABCs Good Morning America. Andy also works as a consultant to many Fortune 500 companies and is one of my favorite authors (I have 7 of your books in my personal library). I think you are one of the foremost authorities on mindset and just a sage when it comes to discussing the topic of perspective.



    Show Highlights:


    Andy talks about perspective and why it is a key attribute for financial advisors. (6:42)

    Andy discusses his biggest obstacle that prevents viewing things from different angles. (10:17)

    Andy discusses some tangible steps on how to personally develop what Jones called a gift in Andy’s book The Noticer and The Noticer Returns. (10:56)

    Andy gives us some insights on some of his most quoted statements over the years, what they mean, and the philosophy behind them.  (21:05)


     


    Resources:



    Click here for a really cool offer that Andy gave to #CFFPPodcast listeners!



    Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!




    Watch a video clip of this episode on our YouTube channel by clicking here.



    To receive a newsletter digest of Jumpstart community happenings, click here.


     


    Subscribe to the podcast by clicking here.



    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Thanks again for listening, reading, and watching!


     


    Conversation Transcript:



    00:00:02
    Dominique
    Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host, Dominique Henderson. And today we have Andy Andrews. One of those individuals that will immediately go into your list of favorites. He is an author of many bestsellers. Today we were able to break into the power of your perspective. How do you gain perspective? What are some of the things that are tangible steps that allow you to see things from different angles to maybe pull you out of a spot that you are currently in, that you don't like? And I get some time to unpack several brain food quotes made famous by Mr. Andrews. This is definitely a podcast episode. You don't want to miss it. We get into so many things, and I know you're going to leave today empowered to become that financial professional, to serve your client at the next level, let's get to the conversation. 



    00:01:01
    Dominique
    Welcome to another episode of the conversations for financial professionals podcast, where we are shaping the next generation of financial advice. And today we have Mr. Andy Andrews, a personal favorite of mine. Andy, you are the author of more than 25 books that have been translated into more than 40 languages, tons of New York times, best sellers, including one of my favorite, The Traveler's Gift, which was named one of the five books you must read in your lifetime by ABC's good morning, America you've been a consultant to fortune 500 companies. Like I said, one of my favorite authors, I think you are one of the foremost authorities on mindset and just a Sage when it comes to the topic of discussing perspective. So welcome to the podcast. How are you? 



    00:01:50
    Andy
    Buddy! Thank you. It's just an honor to be here where you donate Dominique. I appreciate you having me. Yeah. Yeah. 



    00:01:57
    Dominique
    That's great. This power of perspective subject. I know that you are. If I want to talk to anybody, if I had my wishlist, you would be the person th

    CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck

    CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck

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


     


    Today we have Jacqueline Schadeck. Jacqueline, you are a Certified Financial Planner and Accredited Wealth Management Advisor currently practicing in Atlanta, GA at Sherrill, & Hutchins Financial Advisory, Inc. You've also spent time on the FPA of Georgia board and the Kennesaw State University (your alma mater) Black Alumni Society. You are also a recent author of "MONEY PLANNING AND POSITIVITY: A GUIDE TO A BETTER FINANCIAL LIFE". I consider you one of the foremost IG personalities when it comes to someone that is doing it the right way and a role model for not just young planners but all planners.


     


    Today we are going to discuss with Jacqueline as an outsider looking in at a young advisor getting started, your mindset, personal development, engaging on social media, and more! We will also ask Jacqueline about her perspective on the number of women in the financial industry profession, the barriers that they feel, and how to lower the barrier during your initial client meeting! 


     


    Show Highlights:


    How did Jacqueline start her new year, what goals did she make and what changes did she make (3:09)

    Jacqueline's tips on ramping up your social media visibility (7:57)

    How to find your voice, but still keep your personal life private (14:27)

    How to overcome the Imposter Syndrome in the industry (16:23)

    Jacqueline’s advice on building your firm and career changes (20:44)

    How Jacqueline navigates the gender dynamics in the industry

    Jacqueline discusses her book and the four pillars of wealth (37:52)

    Jacqueline’s word of wisdom (40:16)


    Resources:


    Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!




    Watch a video clip of this episode on our YouTube channel by clicking here.



    To receive a newsletter digest of Jumpstart community happenings, click here.


     


    Subscribe to the podcast by clicking here.



    Want to connect with me? Join my exclusive “tribe” by clicking here.



    Thanks again for listening, reading, and watching!


     


    Conversation Transcript:

    00:00:00
    Dominique
    Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host, Dominique Henderson and today's conversation is with Miss Jacqueline Schadeck. Jacqueline is a certified financial planner and accredited wealth management advisor currently practicing in Atlanta with Cheryl and Hutchins financial advisory. She is one of those that you will definitely want to jot down some ideas and nuggets from this podcast about finding your voice and holding your ground and financial services. If you look at her Instagram profile, you will immediately know what I'm talking about. She has done so much in this space to really give planners a way to personally brand what you're doing as a financial planner, inside your nine to five, helping clients and showing an aspect of your personal life that helps clients realize that you're a real person. We dive into all types of topics in this conversation, including her own struggle with mental health and being very transparent about how to take care of yourself as a financial professional. 



    00:01:17
    Dominique
    You won't want to miss this episode in this conversation. You'll definitely leave with takeaways for being able to find your voice and to hold your ground in the financial services profession. Let's go to the conversation. Welcome to another episode of conversations for financial professionals, the podcast where we're shaping the next generation of financial advice. Today we have my friend and colleague Jacqueline Schadeck, Jacqueline. You are a certified financial planner and

Customer Reviews

5.0 out of 5
23 Ratings

23 Ratings

Jfranmoore ,

Best Money Advice EVER!

Love learning from Dom and his guests! Cannot wait for the rest of season one!

Very angry app-user ,

The best

This is the best financial planning podcast ever made. Everyone in the financial services industry should subscribe!

Jackiestp ,

Great for Financial Planners and Career Changers

Truly enjoyed the podcast and learning more about the financial industry. Not only is it informational it is inspiring!

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