Conversations for Financial Professionals

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University. She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now! Steve Sims is a world-renowned entrepreneur and the CEO of...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Jessica Medina who went from being a lawyer practicing family law for a big firm to being a financial coach who wants to help lawyers see the light of day and how she learned about finances. In today’s episode you will learn: -About Jessica’s story and what prompted her to become a financial coach -Why should...

Welcome to Episode 31 of the Conversations for Financial Professionals. In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional. Carl Richards is an expert in crafting financial advice as a “nex-gen” financial...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services. So if you want to understand how financial services is affected by underrepresentation of certain people groups, realize ways that #finserv can attract, hire and retain the best talent, and recognize the challenges #finserv faces by...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Eliseo Way. Eliseo you are an independent insurance and annuities broker licensed in several states. You are also a content creator with a YouTube channel that talks mainly about Content Creation and Monetization. You aspire to create content that helps people realize and productize their intellectual property, as well as...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Luis Rosa. Luis is the founder of Build a Better Financial Future LLC. He immigrated from the Dominican Republic at age 11 and grew up in New York City where he noticed the lack of financial literacy in his community. He’s the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Mike Michalowicz. Mike, you are the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. By your 35th birthday, you had founded and sold two multi-million dollar companies. Today, you lead two new multi-million-dollar ventures. You are a former small business columnist...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Stacy Livingstone-Hoyte. Stacy you are the founder of Integrated Financial Care which offers personal finance counseling, coaching and educational services. You also coach with...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Lawrence Smith. Lawrence, you are the President of ELS Vision Wealth Management. You bring a passion for helping people reach their future wealth goals and work with Employer-Sponsored Retirement Plans, small business owners, and individuals in need of expanded financial planning. Prior to establishing your own firm in 2017,...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Andrea Koppel. Andrea is the Founder and CEO of the College2Career Academy which helps college students and grad students, of all ages, fast track their job search and build actionable game plans to find careers they’ll love. She's also a fellow podcaster as she is the host of the Apple TOP 100 podcast, Time4Coffee, and founder of...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Brian Moran. Brian brings over thirty years of expertise as a CEO, corporate executive, entrepreneur, consultant, and coach--with career stops at Fortune 500 names such as UPS, PepsiCo, and Northern Automotive. As an entrepreneur he’s consulted for dozens of world-class companies including Coldwell Banker, Mass Mutual,...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Shannah Compton Game. ("shaw'-nuh") Shannah you are a money wellness expert, CERTIFIED FINANCIAL PLANNER™ professional with an MBA, and on a mission to revolutionize how people think, act, and feel about their money. You're the host of “Millennial Money” which has listeners in 164 countries and over 15 million downloads. Aside from...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Kevin Lozer, CFP®. Kevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, you owned and operated a financial planning firm. But as often is the case, necessity became the mother of invention because you both...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Annalee Kruger. Annalee you have devoted your entire career to seniors and their families. It all started by helping care for your grandparents when you were young. Then you were an Activities Assistant in an assisted living community while she earned her degree in Social Work. Then as a Social Worker and Executive Director in...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Nancy Langdon Jones. Nancy has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Financial Planning Magazine in 2002, was included in the American Business Women’s Association 2003 Top Ten, and a recipient of the Albert Nelson...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Patrick Mahoney and Skip Schweiss. Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He’s been recognized for building and mentoring diverse teams and...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Janelle Orion. Janelle brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales. Her stated goal is to help...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Chris Stanley. Chris is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners. He brings expertise in legal advice and compliance counseling related to federal and state securities laws, SEC rules and regulations, RIA mergers & acquisitions,...

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Miles Beckler. Miles is a digital entrepreneur on a mission to help individuals unlock the abundance and lifestyle freedom possible through internet marketing and entrepreneurship. He brings over 18 years of profitable digital marketing experience to the table making him uniquely qualified and fired up to teach you exactly what...