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®

    • Careers
    • 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 #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

    • 44 min
    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

    • 42 min
    CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman

    CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman

    Today we have Rob Bertman. Rob holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As a senior consultant for Student Loan Planner, he helps borrowers rid themselves of student loan debt. 


     


    Rob is also a Family Budget Expert helping parents find the extra money in their budget to reach their financial goals.


     


    Today we are going to talk in depth about the student loan crisis. Rob will answer:  (1) Just how bad is the crisis through his first-hand personal assessment of the situation; (2) what the contributing factor(s) is/are; and (3) some potential solutions, practical tips and the student loan system in general. 


     


    Show Highlights:


    The student loan crisis and why it is so bad (4:22)

    What is the contributing factor to the student loan crisis (8:16)

    How has COVID and Virtual Learning affected the Student Loan system (11:08)

    Why are 18 year olds able to get into debt with thousands and thousands of dollars of student loan debt (14:11)

    Rob’s Family Budget Expert, what that means and the philosophy behind it (19:33)

    Rob’s advice on what to be on the lookout for on budgeting and repaying student loans (18:28)

    The COVID relief for student loans, how it has helped (32:08)







    Resources:


    If you'd like to connect with Rob, click here.  Need a strategy to eliminate your student loan,  check out the Student Loan Planner.



    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 Rob Burtman. Rob Bertman is a senior consultant for the student loan planner, and helps borrowers rid themselves with student loan debt. I am so excited for this conversation today because we talk about the student loans crisis and how bad is it? Rob is going to give us some solutions. He's obviously got the stats because he and his colleagues over at student loan planner have counseled over 4,500 people in student loans. And over $1.2 billion of loans council. So he knows his stuff. You talk about solutions. We talk about fixing the mess and how this can be avoided in the future. When we start to think about the long-term ramifications of the student loan crisis, I want you to leave this podcast knowing, and feeling empowered not only as a consumer of financial services about there, the fact that there's help out there for you, but as a provider of financial services, to know that you can find experts in this area that will enhance the client relationship and take it to the next level. 



    00:01:17
    Dominique
    So enjoy the conversation Rob Bertman, welcome to another episode of the conversations for financial professionals podcast, where we are shaping the next generation of financial advice. Today we have Rob Bertman Rob you hold both the coveted CFA and CFP designations and our a university of Michigan alum go Wolverines. 



    00:01:41
    Dominique
    I have five from the, from way back in the day. That dates me. 



    00:01:44
    Rob
    Yeah, I remember too. I remember, Oh my gosh, but you are a senior consultant for student loan planner where you help borrow. 



    00:01:54
    Dominique 


    Rid themselves of student loan debt. I guess when you're not bulldozing student loans, you are known as the family budget expert, which is your brand to

    • 44 min
    CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon

    CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon

    Show Notes:


     


    Today’s conversation is with  Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog. 


     


    She also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. 


     


    Today we dive into why financial planning is important, what it means to Ana being a woman and a minority in the field, what the next 5 to 10 years may hold for the financial planning industry, and the steps needed to get into the financial planning industry. 







    Show Highlights:


     


    Ana’s newly adapted “pandemic” routine (3:27)

    Ana shares what financial planning  means to her and talks about how it changes people's lives. (5:13)

    Ana explains why she hired a financial advisor and why everyone should hire one. (7:54)

    What Ana fields the next 5 to 10 years holds in the industry; how technology will affect clients; and the implications for providers of financial services. (13:45)

    The effect the pandemic has had on the financial planning industry and what may happen in the future. (17:32)

    Ana shares her tips on how to find a financial advisor that may best fit your needs. (19:20)

    Ana’s personal development path and her passion for diversity and inclusion. (27:48)

    Ana talks about her ideas to help underserved communities get access to financial advice.(31:47)


     


    Resources:


    Check out Ana’s articles on the FPA website by clicking here.



    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 today's conversation is with none other than Ana Trujillo Limon. The woman who has worked in communications in the media industry for more than a decade, and is the current editor in chief of the financial planning, associations, publications, including the apex award-winning journal of financial planning, the FPA next generation planner, and the practice management blog. You will not want to miss this conversation about understanding the importance of financial planning, where Ana and I talk about why financial planning is so important. She even gives a page from her own personal playbook about why she hired a financial planner. We also talk about where the financial planning industry is headed and the impact that's going to have on consumers as well as providers of financial services. 



    00:00:56
    Dominique
    We provided a checklist for financial planning in practice. Something that consumers can use to find a good financial planner and financial professionals take note. These are the things that you can be doing to attract your ideal client. You will walk away from this episode, understanding the real importance of financial planning so that you will have the tools to serve your clients. At the next level. Let's get to the conversation with Donna. Welcome to another episode of conversations for financial professionals, where we are shaping the next generation of financial advice. And today we have Ana Trujillo Limon. Ana you've worked in the communications

    • 43 min
    CFFP #06 How to Use TikTok to Market Your Financial Services Practice ft. Brad Klontz

    CFFP #06 How to Use TikTok to Market Your Financial Services Practice ft. Brad Klontz

    Show Notes 


    In today’s conversation we have Dr. Brad Klontz. Brad helps people master the psychology of wealth and live a life of abundance. He’s also managing principal at Your Mental Wealth Advisors™, Co-Founder of the Financial Psychology Institute™, and Associate Professor of Practice at Creighton University Heider College of Business. Dr. Klontz is also an author of 5 books on financial psychology, including Mind Over Money, Facilitating Financial Health, and Financial Therapy and most recently "Money Mammoth: Unlocking The Secrets Of Financial Psychology To Break From The Herd And Avoid Extinction".  


     


    Today we cover money, psychology and marketing.  More specifically, how social selling and the digital marketing landscape has evolved since Dr. Brad entered the business. We will also dive into a relatively new social media platform--TikTok.  Dr. Brad will share some of the tools for crushing content on the platform along with the advantages/disadvantages, and finally a posting strategy that you can use.


     


    Show Highlights 


     


    How Dr. Brad turned 2020 into a “win-win” situation. (2:25)


    Dr. Brad talks about the evolution of marketing and why some businesses hesitate with getting into social media. (9:16)


    Why your comfort level can cause you to miss out on opportunities that platforms like TikTok bring and the key to selling online. (11:29)


    Dr. Brad’s perspective on TikTok as a social media platform. (12:41)


    Why TikTok has an extremely “low bar” for content creators. (13:39)


    Dr. Brad shares his number one tip on starting a TikTok account and how to be successful. (16:07)

    Dr. Brad shares his posting strategies and how he got to 260,000 followers (26:56)


     


    Resources:


    Read the blog.




    If you'd like to connect with Dr. Brad, click here.  Check out Dr. Brad’s latest book by clicking here.

    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!


     


     


    00:00:00


    Dominique


    Welcome to conversations for financial professionals, a podcast to help. Shape the next generation of financial advice. I am your host, Dominique Henderson, and today's conversation is with Dr. Brad Klontz. Dr. Brad  and I met each other in 20, early 2020. I invited him on the podcast to talk about behavioral finance, because that is his expertise. But as of late, Dr. Brad has been spending a ton of time on developing his social media strategy specifically on TikTok. Today, the conversation is all about how to use TikTok to market your financial services. Dr. Brad  and I talk about the missed opportunity that financial professionals are possibly losing out on when it comes to social media and specifically this platform. We talk about why we talk about some strategies from a macro and a micro standpoint about how you can actually start putting content out there and what it's all about. Are you mission focused? Who are you trying to reach? And do you have a strategy for doing that? This promises to be one of those conversations that you are going to walk away with a greater understanding on exactly what you can be doing to use TikTok  to market your financial services practice. So let's go to the conversation.







    00:01:25


    Dominique


     Welcome to another episode of the conversations for financial professionals podcast, where we are shaping the next generation


     


    00:01:35


    Dominique


    Of  financial advice today, we have Dr. Brad Klontz. You help peopl

    • 43 min
    CFFP #05 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement

    CFFP #05 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement

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


     


    Today we have Gary Clement.  Gary is President of Clement Asset Management, LLC, a financial planning and investment management firm, a lead instructor in the Kaplan Schweser Certified Financial Planning Program, an adjunct professor at the College for Financial Planning, and an assistant professor at the University of Alabama. Gary also holds several professional designations and multiple educational degrees.


     


    Today we discuss: what it means to be a Certified Financial Planner™; the difference that this certification can make in the eyes of the public; where Gary see’s the profession headed; as well as, some techniques of how to pass the exam (i.e. what to focus on!) 







     Show Highlights


     


    Gary’s POV on the obstacles and opportunities of 2020. (03:00)


    What it takes to have the title “financial advisor” and why there are currently less than 90,000 individuals holding the Certified Financial Planner™ designation versus more than 350,000 individuals identifying themselves as “financial advisors”. (05:19)

    Gary speaks on why he feels the profession will move toward “behavioral finance” as a matter of priority instead of happenstance. (09:08)

    Why individuals with no financial background have an advantage earning the Certified Financial Planner™ designation. (22:10)

    Gary shares his thoughts on the two main reasons people do not pass the Certified Financial Planner™ exam on the first try. (24:29


    Resources:
    Read the blog.



    If you'd like to connect with Gary, click here. 




    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
    Hey there. Welcome to conversations for financial purposes!



    00:00:04
    Dominique
    A podcast to help shape the next generation of financial advice. I'm your host Dominique Henderson today we'll be talking with friend and colleague Gary Clement, who is not only on the practitioner side as president of Clement asset management, but has spent many years in academia, teaching CFP candidates, the actual education and the tools that it's going to take to pass this exam. He has done a stint of academia at many institutions, including Kaplan certified financial planning program, the college for financial planning. Most recently the University of Alabama in today's conversation, we will be handling the topic of what it takes to actually pass this rigor of the CFP exam. We're going to be taking you inside with some of the strategies and the techniques that Gary has told his students and CFP candidates to use to pass this exam on the very first time, we're also going to talk about what you need as a career changer, and what you should be thinking about as you go down this journey. 



    00:01:15
    Dominique
    We're also going to be talking about where the financial planning profession is headed. There are a lot of things in regards to robo-advice and technological advances that may scare you away from this profession. Gary is going to reinforce and underscore the importance of really good financial planning and why only humans can do that. I want you to sit back because you're going to leave this conversation with knowing what it takes to pass this rigorous exam so that you can be a successful financial professional and create those deeper relatio

    • 53 min

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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