259 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 • 37 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 Season 7 Teaser

    CFFP Season 7 Teaser

    CFFP Season 7 Teaser

    • 1 min
    Attention: Career Changers! Check out this announcement...

    Attention: Career Changers! Check out this announcement...

    Register today for the challenge by going to: https://www.jumpstartcoachinglab.com/careerchanger-challenge

    Use the promo/discount code:  PODCAST for $50 off!

    • 1 min
    CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®

    CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®

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



    On today's livestream episode we have Diana G. Yáñez.
     

    Diana G. Yáñez, CFP®, RLP® (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry build confidence in their money decisions.

    Beyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. By providing this service in a group setting participants get to learn from other’s experience in a supportive environment.

    Before founding All the Colors, Diana worked as a financial planner, business analyst, demographer, and in social work. She is a digital nomad living and traveling in Latin America, when not visiting friends and family in the United States. You can regularly find her reading, dancing salsa, and hiking.

     




    In our discussion we talked about:  

    🎙️Diana's story 6:05

    🎙️Why Diana started using the group coaching model for financial advice 7:15

    🎙️The difference between financial coaching and financial planning 9:09

    🎙️Helping clients move towards the right behaviors 11:15

    🎙️Diana's background as a career changer helped her make the transition 12:50

    🎙️How does group coaching actually work? 15:45

    🎙️Sample questions to get to the root of the clients' problem 21:35

    🎙️Structuring a group coaching program 22:36

    🎙️Tradeoffs of group coaching vs. 1 on 1 25:33

    🎙️Why Diana picked CFP but started financial coaching 26:45

    🎙️Exploring your why and values to find your passion in this industry 29:40

    🎙️Where is the industry headed--3 things to consider: People, Convenience and Technology 32:10

    🎙️The reputation of the financial services industry 38:10

    🎙️Q&A: When to study for the CFP exam? 40:55

    🎙️Q&A: When should you enroll in a CFP program? 44:00

    🎙️Q&A: How do you explain the value of financial planning to clients 47:35

     

    Resources:


    Reach out to Diana: https://allthecolors.net/

    https://www.linkedin.com/in/dianagyanez/

     

    Book Recommendations from this episode

    Life Planning for You - George Kinder

    It's Not About the Money - Brent Kessel

    So You Want to Be A Financial Planner - Nancy Langdon Jones


     
    Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!
    Listen to previous podcast episodes, clicking here.

    Join our weekly newsletter, click here.

    Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

    And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

    Please leave a review right now, click here.

    Thanks again for listening, reading, and watching!

    • 53 min
    CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®

    CFFP #61 - Exploring Traditional and Non-Traditional Paths into Financial Planning ft. Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, CHSNC®

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



    On today's livestream episode we have Akeiva M. Ellis.
     

    Akeiva is powerhouse in the financial services industry.

    In her current role with Ballentine Partners, she works as the Financial Education Specialist where she develops financial education content and strategy and hosts the Ballentine Broadcast: Conversations on Black Wealth. She feels here life's calling is to promote economic equity, justice, and empowerment and does so through several activities. One of those is through her Youtube channel The Bemused. Co-run with her husband, they make sense of all things money for young adults just like them. They also offer MONEY 180™, a course for young adults seeking to develop culturally inclusive financial literacy skills.

     




    In our discussion we talked about:  

    🎙️The "exposure" problem with a career in financial planning

    🎙️The Traditional vs. Non-Traditional Pathways into financial planning

    🎙️Lessons for Career Changers to Learn from Akeiva's Path

    🎙️The Question All Career Changers Should Ask

    🎙️Skills Every Career Changer Should Possess

     

    Resources:

    How to Start A Financial Coaching Business: Idea to Launch in 8 Weeks, a premium e-book that takes the guesswork out of how to get started.
    https://mastermymoney.gumroad.com/
     
    Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!
    Listen to previous podcast episodes, clicking here.

    Join our weekly newsletter, click here.

    Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

    And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

    Please leave a review right now, click here.

    Thanks again for listening, reading, and watching!

    • 57 min
    CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC

    CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique’ Reese, FFC

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



    Today we have Dominique Reese.
     
    Award-winning financial coach, consultant and trainer, Dr. Dominique' Reese is the Owner and President of Reese Financial Services, a boutique financial services and education firm that specializes in serving leaders, professionals and entrepreneurs, who are growing their net worth and serving in their divine purpose but have money problems to solve.
     
    Dr. Dominique' is an expert in building solid financial foundations, creating and growing assets and changing financial behaviors, by uniquely blending financial education, financial coaching & counseling and financial planning for high-achieving individuals who work hard, yet, lack the financial order they desire.
     
    With over 15 years as a financial professional and has been featured in and sourced for a variety of media, including Associated Press, nerdwallet.com, nasdaq.com, creditcards.com, a subject matter expert in the documentary, Resurrecting Black Wall Street and recognized by the Association for Financial Counseling, Planning and Education for being a high quality practitioner in an award-winning national program of 60 financial coaches, piloted by the Consumer Financial Protection Bureau.
     
    You are the author of "Master My Money: 16 Steps To Solve Your Money Problems and Create A Foundation For Financial Freedom",
    and creator of BUILD™, an eight-week self-paced and guided online personal finance program and "How To Start Your Own Financial Coaching Practice." an online course for financial professionals.
     
    In 2020, she founded the Black Women's Investment Club, a Los Angeles-based investment club, where women of color are introduced to investing and you also have the Profitable Private Practice Mastermind for financial educators, coaches and counselors to leverage shared information amongst peer professionals, while building a profitable private financial empowerment business.
     


    In our discussion we talked about:  

    🎙️Women in Financial Services

    🎙️Diversity Inside of Financial Services

    🎙️Wants and Demands of Consumers for the Future

    Resources:

    How to Start A Financial Coaching Business: Idea to Launch in 8 Weeks, a premium e-book that takes the guesswork out of how to get started.
    https://mastermymoney.gumroad.com/
     
    Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!
    Listen to previous podcast episodes, clicking here.

    Join our weekly newsletter, click here.

    Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

    And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

    Please leave a review right now, click here.

    Thanks again for listening, reading, and watching!

    • 51 min
    CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA

    CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA

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



    Today we have Elois Joseph, MBA who is an accomplished financial services professional with an extensive career in brokerage operations, regulatory compliance, and exchange registration services.  She holds a MBA from  Northern Illinois  University and a BA in Journalism from  Columbia College Chicago.  Her career spans 20+ years; however, she could no longer resist the call to dedicate her expertise full-time to the Greenwood Project.  

    Over the last two years, Elois has harnessed her expertise to bolster the capacity of The Greenwood Project by creating a framework to expose and educate minority students to a world that they never knew existed. Consequently, the organization grew from serving 120 students and 8 firms in 2017 to 400+students and 50 partner firms in 2021.

    The Greenwood Project introduces Black and LatinX students to careers within the financial industry via paid summer internships, educational field trips and their summer institute for high school students. The organization was established five years ago by Elois and her husband, Bevon Joseph. Initially, the organization’s mission was to introduce academically talented students from Chicago's under-resourced communities to opportunities within the financial industry. However, they have now expanded that mission to reach Black and LatinX youth nationwide.



     

    In our discussion we talked about:  

    🎙️Where to Start in Creating the Talent Pipeline

    🎙️Nurturing the Talent Pipeline for 

    🎙️The Greenwood Project

    Resources:

    Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!
    Listen to previous podcast episodes, clicking here.

    Join our weekly newsletter, click here.

    Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

    And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

    Please leave a review right now, click here.

    Thanks again for listening, reading, and watching!

    • 32 min

Customer Reviews

5.0 out of 5
37 Ratings

37 Ratings

Hhshjdjdjhdjjd ,

Superb content

This podcast hit the subject matter on the head. As a previous banker only one African American in my branch at the time, I understand the notion that there is not enough financial coaches, advisers nor CFP in our community. So glad you bringing this to the light and it gives me more of a purpose to get my accreditation so I can learn more to be able to educate and help more under served in our community.
Lisa Bailey

PhillipRHorton ,

GREAT CONTENT

This is great content with a great message. I love when someone breaks down a complex topic in simple terms, which is exactly what happens here!

maddie@podcastingyou ,

Amazing podcast!

This podcast is an excellent resource for financial professionals! Dominique is super knowledgeable and each conversation with guests is truly insightful, informative, and inspiring.