Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today I talk with Michael G. Thomas Jr., Ph.D., who is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization's effects on financial behavior, and the connection between brain function and money. Dr. Thomas's philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the Story Beneath the Numbers. Utilizing financial empathy as a process for active listening and the creation of client-focused financial recommendations are reflected in two financial literacy and capability programs he helped create: Money Dawgs and Discovering Money Solutions. Dr. Thomas is also the founder of Modom Solutions - a virtual financial coaching service he has been providing since 2015. He is also soon to be an author as he expects to release his forthcoming book, Black Financial Culture: Building Wealth from the Inside Out, in the fourth quarter of 2022.       In this episode, you'll discover: 🎙️Michael's story and how he discovered the financial planning profession 🎙️Why career changers make good candidates for the planning profession 🎙️What mental barriers new entrants face 🎙️How to leverage existing skills to flatten the learning curve 🎙️Using EQ over IQ 🎙️In your own words, what does the phrase "empathetic financial planning" mean to you?   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! If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.   In the full episode, you'll discover: 🎙️Dr. Yeske's story and origin in financial planning 🎙️Why financial planning is here to stay as a profession 🎙️The cost of the journey 🎙️What makes the journey worth the cost 🎙️3 things all career changers should keep in mind before making the switch 🎙️"Skinny" certificate programs vs. traditional programs 🎙️In your own words, what does the phrase "career changer dilemma" mean to you?   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! If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Adam P. Scherer, MS, CFP®, EA.   Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS. Currently, Adam serves as the Director of Curriculum of the Bryant University/Boston Institute of Finance (BIF) CFP® education program and BIF Review CFP® exam prep program. At Bryant/BIF, Adam teaches the Tax Planning & Estate Planning courses & teaches on the BIF Review exam prep panel. In the classroom, he maintains a student-centered approach that is both engaging and accessible. Adam strives to simplify the complex and guide students to a point of understanding by using personal anecdotes, odd acronyms, and bad dad jokes. His favorite CFP® exam prep acronym is Ukuleles In A Dive-bar Playing Iron Maiden (for the 7-Step Financial Planning Process)! Finally, he is an esteemed member of the BIF Crew and a regular contributor to the BIF Bites podcast.   Adam is the President and Lead Financial Planner at Greenbeat Financial, a fee-only, independent financial planning firm. Greenbeat Financial proudly serves new and growing families, individuals, and small businesses. Through his personal financial planning work, Adam aims to consistently provide honest, understandable financial solutions, thoughtfully tailored to his client’s situations. Adam is the self-appointed poet laureate (#finpoet) of Greenebeat Financial, as well, and he regularly writes financial-themed haikus and limericks.  Helping others through the delivery of financial planning and financial education is a core value for Adam. He is currently serving as Treasurer on the Board of Directors of the Connecticut Chapter of PSI (Postpartum Support International), he is an active contributor to several initiatives at the Foundation for Financial Planning, and he regularly delivers seminars to local communities on important personal planning topics.   Adam lives in West Hartford, Connecticut with his wife, Annie, two daughters, Susanna & Eliza, two dogs Cypress & Juniper, and cat, Nacho. Prior to entering the financial planning industry, Adam was a musician (graduate of the Thornton School of Music at USC) and continues to enjoy making music & writing songs on his guitars. When he’s not planning, teaching, hanging with his family, or strumming a guitar, Adam coaches his daughter’s basketball and softball teams.   In this episode, you'll discover: 🎙️Adams's story and origin in financial planning 🎙️What makes financial planning attractive for career changers 🎙️Interesting trends in the financial planning profession 🎙️3 things career changers should understand about the profession 🎙️What skills are most desirable to obtain as the industry evolves 🎙️In your own words, what does the phrase "career changer" mean to you?   Resources: Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle). Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART   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! If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).

We're taking a little break! Mark your calendar, because we'll be back with brand new content for you starting January 12th Be sure to listen, share and leave a review.    Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, 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. Want to collaborate? Click 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!

It's time to change the narrative...   The Conversations for Financial Professionals podcast (#CFFPPodcast) is all about shaping the next generation of financial advice.   What you've just heard is just the tip of the iceberg of what we will explore in these "conversations".   For consumers and providers of financial services alike, these discussions will challenge your thinking about intersections of finance and money within "day-to-day" living.   We'll talk with thought leaders from inside and outside the financial services industry to provide perspective and insight on what tomorrow's financial professionals should be considering when serving their ideal client.   Go ahead and subscribe now on your favorite platform, Season 1 drops on February 3rd.    

Show Notes: What the value of financial coaching? I've noticed Saundra Davis from afar, but not until recently have we connected so I can bring her perspective on financial services to my audience. Saundra brings a wealth of knowledge to our conversation from her work in financial coaching, education and planning. I am especially eager to dive into the topic of financial coaching as it relates to the financial health continuum. Here are some highlights from our conversation:⁣ ⁣ 🔥 How she carved her way into financial services after 3 careers (I guess the 4th time is a charm :-)⁣ ⁣ 🔥How her role in academia has shaped her into a better practitioner⁣ ⁣ 🔥How networking gave her the advice that helped shape her career in financial services and gave her an internship in her 40s⁣ ⁣ 🔥How financial coaching fits into the financial health continuum...⁣ ⁣ 🔥The difference between financial coaching as doing something and how you show up for your clients⁣ ⁣ 🔥The necessary path of self-awareness that financial professionals have to walk...⁣ ⁣ 🔥How having a commitment to excellence is the formula to success⁣ ⁣ If you'd like to connect with Saundra, click here. If you'd like to learn more about what it takes to enter the financial services industry, you can register for one of our live online trainings by CLICKING HERE. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: A more appropriate title for our conversation may have been "the skinny on the financial services industry" because Gary Clement and I covered nearly everything. I really enjoyed our talk and Gary's perspective because of his pulse being on both the view as a practitioner as well as an educator to the future generation of financial professionals. We covered a lot of ground such as: some of the most shocking phenomena he's witnessed over his career, 2 things that aspiring financial professionals should realize about this business and the real job of financial advisors, the question Gary gets from his students all the time, the different routes into the industry, especially as it pertains to career-changers and the CFP designation, what the industry is "getting right" and what he believes is the future of financial advice If you'd like to learn more about what it takes to enter the financial services industry, you can register for one of our live online trainings by CLICKING HERE. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: My guest today to talk about financial coaching as a profession is Wilson Muscadin founder of The Money Speakeasy Wilson has thrived as a financial coach and had a long tenure in the financial services industry. You don't often get such a candid insider perspective on a subject like "financial coaching". That's exactly what I was able to do with Wilson Muscadin of The Money Speakeasy. Wilson and I got into: financial coaching as a profession, its place in the continuum of financial advice, and the challenges faced by both consumers and providers of financial services. If you're an aspiring financial professional that is looking for a 360-degree view of the profession you'll want to check out this conversation. If you'd like to learn more about what it takes to enter the financial services industry, you can register for one of our live online trainings by CLICKING HERE. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

I get a lot of questions on "how to become a financial coach, consultant, advisor or planner?" In this video, I'm going to detail exactly what you can do in order to begin your career. ✅ Step 1 - Join the Jumpstart community by visiting https://djh-capital.com/jumpstart ✅ Step 2 - Join the Facebook group. ✅ Step 3 - Subscribe to the weekly email. ✅ Step 4 - Start networking. ✅ Step 5 - Find a study group. ✅ Step 6 - Attend a live online training. If you'd like to learn more about what it takes to enter the financial services industry, you can register for one of our live online trainings by CLICKING HERE. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Creating your plan of attack as a career changer is the last step you will need to take. How to career change from [fill in the blank] to a financial consultant, coach, planner or advisor can be tough without a plan. In the video below, I'll walk you through the 3 major areas to consider. "The questions I think you should start with when it comes to making a plan are... " What needs to happen in your existing role? What needs to happen with your finances? What needs to happen with your family? There are so more you could throw into the mix but let's deal with those because they center around. 1. Your Current Career 2. Your Money 3. Your Family/Relationships All these will likely play a major role in your transition. Creating Your Plan of Attack for your current career... Your current career may be something you can wait to get rid of and just shoot them the deuces, but in creating a proper exit plan or should I say "transition" plan you want to consider: (1) not to burn bridges unnecessarily as this could provide a great reference of your (2) transferrable skills. Are there aspects of your current career that can be used in your future career Creating Your Plan of Attack for your money... I've talked a lot about building financial runway before, like this video. The point is you will need some extra cushion in the likely event you take a pay cut to become a financial professional. The last thing you'll want is the added financial stress along with studying for exams and learning a new career. Creating Your Plan of Attack for your family/relationships... I'm a bit old-fashioned, but I think sitting your loved ones or those "along for the journey" with you is a good idea. Especially if it will affect them financially or the time you'll be able to spend them. Just being upfront and transparent will go a long way to gaining their support with your new move. All of this should be part of your plan of transition. If you'd like to learn more about what it takes to enter the financial services industry, you can register for one of our live online trainings by CLICKING HERE. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Experience is a typical requirement for many jobs nowadays. Financial services is no different in that your journey is made easier if you bring "transferrable" skills with you. Just because you don't have financial services experience—especially as a new graduate or career changer—doesn't mean you can't break-in to financial services. There are many ways to go about this as I discuss in my latest episode. In the previous episodes we started developing this sequence of (1) deciding on your route (2) finding a model/mentor, and now we start the "sampling" process. "Sampling" Just like at Costco they give you those food samples to try to get you the buy the product. My friend Ash Exantus says that you need to date financial services before jumping in to marry it. So the questions are: Could you shadow someone in the industry? Can you volunteer? Can you get more exposure to this industry in some way? And the answers to all of those is "YES". So if followed all my instructions from last week, you could ask a mentor or for that matter a professional connection...let me shadow you for a day. I just want to watch what you do, ask questions and take notes. If you did this 6-10 times in a year or less, you'd have a better idea of what you're getting into. I'd even go so far to say that you could even use this to help refine the path you want to take. If you don't know whether you want to be a coach or advisor, shadow both. What are some things you could do? You could volunteer with a non-profit financial literacy organization in your city. You could provide budgeting help for low-income families at your church. You could volunteer to talk about financial education at a local school through avenues such as Junior Achievement, Cents Ability or the Jumpstart Coalition. Need I keep going? There are so many ways to get real-life exposure to this industry to give you a taste of what you may want or not want. Now...go and implement. check out this interview I did with Julie Kalkowski about what she's doing. Could you find an opportunity like that? Maybe. If you'd like to learn more about what it takes to enter the financial services industry, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at djh-capital.com/jumpstart. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: For the month of March, we're going to tackle the question of how to become a financial consultant. So many of you have reached out for advice, so I'm going to provide you with the exact steps you need to take to begin a career as a financial consultant by showing you "how to find a mentor." Step 1: Find a Model You need to find someone that you want to be like. This means you will likely need to read and research to find out what type of financial professional you want to be. Recall last week that we talked about the 2 paths. You need to find someone to emulate whether that be in an article, on social, at a conference, etc. After you find someone and what exactly about them attract you, you need to... Step 2: Approach them Now don't go right into the approach. Do your research. Follow them on social if they are active and find out what they like. Find a common touchpoint of they produce content and how you might have a convo with them. Then reach out to them through DM or email with a direct ask. Don't be generic with "what is the # 1 piece of advice you have". I've talked about how to structure your ask in this video. NOTE: If this doesn't work, pause and try again in 2 weeks. Don't spam them. You should be trying to connect with more than one person anyway. Step 3: Follow their advice If you end up having a meeting and they agree to mentor you make sure you follow their advice. There is nothing worse than getting to this point and then wasting time. Of course, if they have a recommendation you disagree with that is something else, but make sure you do what they say. Now here's a really simple method to find a person... Find your local FPA chapter and buy a ticket to the next luncheon Before you arrive, spruce up your LinkedIn profile using this video's tips. While you are there, sit at a table with total strangers and get everyone's business cards. Feel free to do this with as many people as you like. Send a LinkedIn DM after the event that says something like..... If they respond, use the direct ask for mentorship. This a sure-fire way to find a mentor and if it doesn't work after 3 tries, do it until it does. If you'd like to learn more about how to decide your route, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at djh-capital.com/jumpstart. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes What is the entry-level financial advisor career path like? T his is a question I get all the time and I want to cover the 4 basic paths today. ︵‿︵‿︵‿︵‿︵︵‿︵‿︵‿︵‿︵︵‿︵‿︵‿︵‿︵︵‿︵‿︵‿︵‿︵︵‿︵‿︵ 1. A brief history of entrance into the industry 2. There are differences between each channel. They are the bank (or wirehouse/captive), broker-dealer, independents (or registered investment advisors) and hybrids. 3. There is a different standard in those channels—it is the suitability standard or the fiduciary standard. 4. Why you may choose either has totally to do with you and what you believe. Can you serve the client's best interest using either standard? What you would do for your parents should be what you do for clients. Although entering the industry via the broker-dealer route is ultimately a lower bar and easier, is it the best route to go for you? What are your thoughts? If you'd like to learn more about how to decide your route, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at djh-capital.com/jumpstart. Thanks for listening, reading and watching. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: For the month of March, we're going to tackle the question of how to become a financial consultant. So many of you have reached out for advice, so I'm going to provide you with the exact steps you need to take to begin a career as a financial consultant. The Current Landscape There are so many hats financial professionals can wear and because of this many paths have been decided. At last count, there were 300,000+ "financial advisor" titles within the industry but I'm going to simplify this for you. When it comes to working with individuals and their money in any capacity you can either be a financial advisor or a financial coach. The Traditional Route The financial advisor may also be known as a wealth manager, a registered rep, a financial planner. However, rather than the title being the main distinction, the key is whether they provide investment advice. Because for that you need to be licensed per the Securities Act of 1940. Providing and charging for financial advice will necessitate that you have at least a Series 65 license. This is offered through FINRA. After you take this exam you can either work for a broker/dealer firm as an investment advisor representative (IAR) or you could create your own entity and start building a practice. However, it is more common to enter into some type of training program that allows you to gain the experience to sell financial products and services. You may see many financial advisors at this point supplement their knowledge by obtaining a designation or getting an advanced degree (there are several) that can enhance your knowledge of products, and the overall process in wealth management and financial planning. So if you go this route you will be viewed as taking the traditional route. The Non-Traditional Route Within the last several years there has been a movement of financial professionals that offer budgeting, credit repair, debt consolidation and other services that consumers of financial services demand. These are also financial professionals. There is no current regulatory standard governing their interaction with the public. A financial coach can provide a great bit of assistance to someone not quite ready to work with a financial advisor. They may need help with building a budget and organizing their bills, etc. Financial coaches can provide the type of guidance that these individuals need in order to get in control of their finances. If you'd like to learn more about how to decide your route, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at djh-capital.com/jumpstart. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: When you want to talk about kicking down walls for the next generation of female financial advisors, there is none better than Jacqueline Campbell to provide financial advisor tips and strategy. After spending more than 20 years in the banking channel for one of the world's largest, Jacqueline shares her wisdom for the next generation. Our convo consisted of all these great topics: ✅ The Jacqueline Campbell money story... ✅ The impact of that experience on her legacy... ✅ A lesson in perseverance... ✅ An example of hustle... ✅ Why did you pick to settle in the bank channel? ✅ A few tips for any aspiring financial professional... ✅ And if you're not good at sales, be good at something else... ✅ Jacqueline's definition for "sales"... ✅ Advice for any career-changer... ✅ A big bank's perspective on the subject of diversity and inclusion... Thanks for listening, reading and watching. Connect with Jacqueline on LinkedIn: https://www.linkedin.com/in/jaqcampbell/ Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: If your goal is to become a successful financial advisor, then this is a power-packed interview for YOU! I so enjoyed this time with my friend and colleague David DeCelle unpacking some of the "elements to success" for financial professionals. We explored a ton of topics... ✅ Dave's own money story... ✅ What it is was like in the Northwestern Mutual culture... ✅ The importance of personal development in finding your advisor personality type. ✅ What you can do to give yourself an unlimited upside in this business and become a successful financial advisor.. ✅ What are some "misplaced" expectations of aspiring financial advisors? ✅ Delivering a client experience vs. providing customer service... ✅ The #1 issue of advisors in the first 5 years... ✅ 3 tips for any career changer that wants to enter the industry... ✅ Your "real" role as a new financial professional in this business... ✅ Where does EQ rank in this career compared to IQ? ✅ Lightning Round: (1) The best financial advisor development program...(2) The #1 skill to develop throughout your career... (3) What are you listening to and/or reading right now? Thanks for listening, reading and watching. Click here to connect with David on LinkedIn. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Many of you will come across a financial advisor training program (or two) as you are navigating this journey to becoming a financial professional. In this video, I look at the perspective of Daniel Tesfaye and a young advisor that works in the Merrill Lynch Wealth Management channel. We cover a variety of topics that will intrigue the aspiring financial professional when it comes to entering this industry. Daniel and I covered a lot, including: Daniel's own money story What prompted the move from insurance advisor to financial advisor? Do feel that "culture" has a huge impact on your success as a financial professional? What does an advisor development program look like on the inside? Are you compensated during the program? What do most days look like for you now? What other professional aspirations do you have? What are your thoughts on spending the 1st 5 years learning the business vs. starting your own? Thanks for listening, reading and watching. Click here to connect with Daniel on LinkedIn. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: If you want some no-holds-barred, real career change advice, no one better than my friend Lauryn Williams to speak on the subject of career-changing. Lauryn is a 4x Olympian turned financial planner. She brought the same intensity from her famous athletic career to the field of financial planning, so we sat down to talk about her ups and downs, wins and losses in a totally new career. If you're considering a move into the financial services industry and want to career change advice or just need some motivation, sit back and listen to Lauryn's story. We covered a lot... The Lauryn Williams money story... What role does financial coaching play in the advice continuum? What sparked your interest in being a financial planner? How tough was the career switch for you? What role did mentorship play in your transition? Would you still choose financial planner over financial coach, if you had to decide again? What are your thoughts on diversity within the industry? Why did you start your own firm and what's your advice for others? As a career changer, what is the most valuable skill to possess? What do your days as a financial professional look like now? What's your #1 piece of advice for any career changer? Lightning Round - Which career is tougher? Hardest lesson learned...Greatest moment in either career... Thanks for listening, reading and watching. Here's how you can connect with Lauryn: https://www.worth-winning.com/win/ Follow her on IG: https://www.instagram.com/lauryncwilliams/ Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: How do you show up when preparing for a job interview? I've heard from so many of you about career opportunities being presented to you in financial services. What are some tips for success to kill that interview? How you appear online.  Your digital footprint is as big a deal as ever. I can tell you how many people don't get a minute more of my attention after I spend 5-10 minutes researching them on social before a scheduled meeting. We all have the same amount of time, but there's a higher premium on the time of some and you don't want them to make a snap decision before they get to know you in the 3rd step. What are some things you can do to maximize the amount of time someone will spend with you even before they meet you physically? Prime your social profile. (misspelled words, incorrect contact information, inappropriate emails, pics of you in super revealing clothing or drinking with your buddies.) Understand the type of opportunity/job your after. You're trying to help people with their money...THINK ABOUT IT! Watch how you "show up" Use tools like Canva to create a LinkedIn banner that pops, spend money on some professional headshots and buy a good dress suit. How you appear on the phone. Prepare for your phone screen. If you're being interviewed make sure you spend the requisite amount of time on the following: The company and its mission The person(s) conducting the interview (social profiles, resume, etc) The program you're being considered for (what is the program goals, who are they looking for, connect with previous applicants via LinkedIn) How you appear in person. If you're lucky enough to make it to this 3rd stage you need to be prepared to WOW them. Assuming your interview will be formal like most are, dress to impress. If you cannot afford a nice dark suit (gray, black or navy blue) borrow one. Of all the days, you want to make sure you are looking your best is this one because you may not get another chance. Also, get a hair cut and groom appropriately. Show up early, better to have time to kill in the lobby than running late. Maintain eye contact and relax take your time before speaking. It's ok to ask for a question to be repeated so you can think first. You will likely get at least one "stumper" of a question in which case it's fine to say..." you know that's a really great question, I'll have to give that some thought and get back to you." --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: There are so many ways to make money as a financial advisor, I want to break down some of the more popular models to make money as a financial advisor. Previously, you might have wondered do all financial advisors, planners, coaches get paid the same? Is it from products sold? Services rendered? How does that AUM thing work? Let's tackle all of that today. For traditional financial professionals that are regulated by the 1940 Act, just find the ADV. Within that, you will see the various compensation models. Here's a video I've done describing this with my own ADV down below. Once you find that ADV, you'll likely come across a few different models... AUM Flat Fee Products/Commissions (life insurance, 12b-1 fees) Hourly If no ADV, this would be a more non-traditional route and means that you could see a different variety... subscription - probably the most popular (i.e. Financial gym) courses, Ultimately what you charge for and how much that will be up to: (1) your expertise and the (2) of client you will serve. But keep in mind flexibility and fit. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Have you ever thought of a financial services career? What is the career path of a financial professional? How do you move through the ranks? When it comes to terms like "analyst", "lead service advisor" or "senior advisor" what do they mean? And even more so, what do those jobs look like? Although I've talked about my fairly non-linear path as a financial professional, there are career paths that are more linear in nature. If you're contemplating a career as a financial professional, check it out to see what you might expect. Years 0-3. This job role/description can take on many names but you are basically an analyst. By definition, you will see a lot of data and you will be challenged to synthesize mainly for YOUR sake. There's not a lot of liability on you from a client standpoint because you're still learning. Owners don't want you with that level of responsibility quite yet. Tasks may include: inputting data into software, running reports, sitting in meetings and having things go over your head. Years 3-5. You might have the title as "associate, lead" advisor but you are basically a service advisor. Having been in the game for some time you may be bumped up in PAY and RESPONSIBILITY for a few reasons. Hopefully, you've deepened your knowledge and invested in yourself to earn a master's degree, designation or both. You've got more experience so you will likely have migrated from synthesizing data for YOUR sake to OTHER stakeholders like firm owners and clients. Tasks may include: running joint or solo in client meetings, managing client relationships within the business, finding new business for the firm, etc. Beyond year 5. You have a lot of flexibility. This is where some advisors with a less certain upside decide to go on their own. If you have a good opportunity you may start down a partnership track which could present you with some interesting opportunities beyond just compensation--like ownership during a succession event. Tasks will likely include a fair amount of business development for (finding and retaining client relationships), you may also wind up portfolio management responsibilities depending on your expertise, or other high-level responsibilities like operations, compliance, marketing, etc. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Have you ever wished you had more time in a day? Understanding how to stop procrastinating and get work done can be liberating for you. As a financial advisor to clients and a coach to financial advisors, I've put together a system that allows me to seemingly squeeze more hours out of my day. Getting more done and being more productive will only help you procrastinate less and thereby be more effective. I share the method to my madness in the video below... Have a morning routine. I have a whole philosophy around mindset and how that dictates our result. I strongly advocate employing a system or framework to start your day. Whether it's exercise, meditation, reading, prayer, et. Some level of consistency provides you with the discipline and momentum you'll need to finish your day. My routine is made up of a mosaic of techniques like using the Life SAVERS technique introduced by Hal Elrod in The Miracle Morning. Develop a capture system. This was probably one of my biggest wins going back to 2018 was finding a way to capture my thoughts. (EXPLAIN... You know when you have an idea and then your brain goes into the stage where you can't remember it because you didn't write it down. This is why you need a capture system. Some may use sticky notes, but the goal of any capture system should be EFFICIENCY. When the idea/thought/to-do hits you capture it for processing later. This is how you keep the maximum amount of RAM available for higher-level activities. Stay out of your email. This seems a little weird, right? As a financial advisor, you're like well I might miss something from a client or prospective client. Although that can happen you can use an autoresponder during the day. If this is a concern you can turn this on when necessary. Generally speaking, though you should stay out of email because of how much a time-suck it can be. Most are there least productive stuck inside their email inbox marking things read/unread, dragging to folders and contemplating. Set a time in the morning and the end of your day to process your email. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: To all my career changers out there... what do you need to know in order to make it as a financial professional? As a coach to financial advisors, I run across a lot of career changers from all walks of life and all ages. I get a very common question, what steps should I take to make it as a financial advisor? It's not an easy question, but I'm going to do my best to help you out. Because this is a great profession in need of really great people. If you haven't already, navigate here and download my free guide that gives you 10 tips to help you jumpstart your career as a financial professional. Decide on your route. I've mentioned the traditional vs. the non-traditional route before, but it involves the degree to which you want to be regulated.In short, as a financial coach that just specializes in budgeting and/or debt reduction or student loan counseling that doesn't not advise on investments you can avoid being regulated. Decide on your build. What does this mean? Well, what are you trying to accomplish? I've gotten a lot of "Hey Dominique, can I be a financial advisor as a side hustle?"Some want to actually quit their current career cold turkey and start. Others might be the "go-to" for friends and family and are considering a switch. Any of these are valid reasons but they lead to the inevitable questions of "what should you build?" If you want a full list of what to consider check out this video. Build some runway. This can be done in a lot of forms including (1) Reducing your expenses for "x" months while still working your job, or (2) having a working spouse while you save.In either case, you will need margin and runway while you transition. The biggest mistake I see aspiring financial professionals make is not considering how long this will take and not having enough margin to get up and running. This should be 18-24 months of expenses to help you transition. Hire a coach. I can't stress this enough. You need someone that can help you through some of the strategy involved in building a successful practice and making the pivot from your previous career.A coach is helpful in deciding the following:(1) How will you focus your energy? What gets done now vs. later? (2) Developing your marketing plan. Which type of clients will you target or go after and how? (3) How should you price your services? Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I want to break down my 5 steps to creating a great client experience—what I call the WOW factor (wonderfully overwhelmed) What is the difference between customer service and client experience. What makes that interaction good or bad? It is how you feel. Feelings influence buying decision and then we use our logic to justify our decisions. So whenever you can provide a great experience it will be remembered. So how do you do that? Be Comprehensive- I like the comprehensive approach because it leaves no stone unturned. If you have a siloed approach you can miss opportunities to provide great service. I like to focus on 4-5 aspects of an individual's financial picture and they are the following: (1) Cash mgmt, (2) Investment positioning, (3) Tax strategy, (4) Asset protection, and (5) Non-Cash Compensations & Benefits. This allows me to see all the different pieces of a client's life and help them "talk" so that wealth and utility can be maximized. Be Curious- If you are genuinely interested in forming a deep relationship with your clients, it will show. You can't expect them to have a good experience if every interaction results in some type of transaction. What about birthdays, anniversaries? How do you react to their wins/losses/challenges in life? Are you empathetic? Be Ready to go above and beyond- I think this goes without saying, but the goal is to provide more value than what you are receiving as payment. My honest belief is that as financial advisors we have the power to change the trajectory of someone's life and that cannot be valued. But it is imperative that we create a process or framework by which to deliver that type of experience. A lot of this comes in the form of proactive vs. reactive service to the client. Can you get the answer faster? Or do something that saves them time on their end? Be Straightforward- Beyond honesty and integrity be firm on any positions you take. This definitely means that when you screw up, be the first to apologize when you make a mistake. I've found that clients don't require perfection, just honesty. You won't have a spotless record but you must be the time of person that your client can trust will do the right thing when called upon whether it is uncomfortable for you or not. Be Thinking of What you Like- This may seem a bit counterintuitive but think of how you like to be treated and do the same. It is the golden rule (more or less). If you like quick responses to your inquiries develop a system to respond to client inquiries and provide them with status updates on items you are working on or they are waiting on. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: As a financial professional you're going to need to know how to attract your ideal client. There are 8 biologically programmed needs that every human wants or desires that revolve around 3 basic life themes...let's see how those fit into developing your marketing plan. So in a previous video, I talked about the importance of finding a niche market and the 5 elements of how you would create content to market your services to them. And no matter if you feel you are good or bad at selling or marketing your services it will be helpful to understand that there are some common themes to use when doing so. Do people want to be in relationships? Feel safe? Feel significant? The answer is YES...but how do you package that in a way that feels natural and genuine. Life Theme #1 - Relationship - Everyone wants community. We've been wired to care about what others think in a way that will promote our survival. We care about the protection of our loved ones and we desire a level of companionship. Life Theme #2 - Safety- Going all the way back to Maslow's hierarchy of needs we have to feel safe. This means that the basics of food, clothing, and shelter have to be provided before other things gain importance. Life Theme #3 - Significance- Despite how hard we try we all want to gain the approval of something or someone. Being accepted for who we are and what we do is a big thing in modern society. This need for significance is evident in many different areas of life which is probably where the notion of "keeping up with the Joneses" came from. Regardless there are many different ways to use this as a positive in your marketing strategy... Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Finding success in your personal financial planning career consists of a lot of things. For one, which designation, certification or degree program should you use? There are so many!!! How do you know which to go after? Which is right for you? Today, I want to share with you some key considerations for picking the right designation and my top 3 financial designation recommendations. Accreditation. This is one of the biggest factors in my opinion. Just like you want to attend an accredited college you want a designation that also has accreditation. You can use this site to research designations: https://www.finra.org/investors/professional-designations. Be careful of designations/certifications that are relatively new, have a low amount of members and have a fairly low barrier to entry. It leads to my next point about... Public Perception/Reputation. One of the main reasons for the time, effort and money that goes into a designation or certification is the reputation it should bring. You want a designation that is reputable not only among your industry peers, but also the public. Public perception can go along way for helping you as you establish yourself. It is not the "end all be all" but having the right designation combined with the correct marketing strategy is powerful (check out this video on the importance of picking the right niche) Comprehensiveness. Don't forget that the whole point of the designation or certification is also to LEARN something! You want to become more proficient at whatever it is that you are getting the specialized training for. In order to do this, you may want to have courses that are taken (that can be self-study or not) along with an exam requirement. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: It can be difficult to choose a framework or form a philosophy for investing your clients' hard-earned money. However, there are a few principles to keep in mind. In developing my "true north" for investing, it started with something Sir John Templeton said... time in the markets is more important than market timing. To catch that key piece of wisdom and more...check out today's episode. What is your investment philosophy? 1. Start with strategy design based off your philosophy. For example, I believe markets are efficient and therefore choose to create portfolios that expose my clients to the factors I feel determine portfolio returns. Like relative price, size, and profitability. 2. Develop a method to evaluate assets and/or portfolio managers. Which types of assets will you use? This involves looking at what the client needs in relation to your overall philosophy and strategy. For example, if I see the client requires 6% returns, I find assets that have delivered at least that historically. Next move to portfolio manager evaluation. This holds true if you select mutual funds or separately managed accounts (SMAs). This should be based on the client's investment policy statement which starts with a discussion around risk and return preferences. 3. Develop a disciplined framework to monitor your strategy. Finally, have the discipline to follow the strategy. Largely the goal of a financial professional is to manage the behavior of the client through good times and bad...especially the bad. What benchmarks or goals will tell you if this is working? Client performance? Broad market indices? Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I recently brought on my friend and colleague Preston D. Cherry to discuss "how to become a financial planner?" After receiving many similar questions, I felt it was time to offer 3 distinct paths you can follow to enter the industry. I thought Preston best to speak on this as his resume speaks for itself... -instructor at the nation's flagship financial planning program (Texas Tech), -instructor for Dalton Education's CFP program, -CFP certificant, -Master's in Financial Planning, and -Ph.D candidate. I could think of no one better! We are able to cover the following during our conversation: What's better the CFP or Masters in Financial Planning? Why the Master's degree is a base or signal to the public... What is the time/energy/money being invested? What are the 3 distinct paths? Preston's website Preston's LinkedIn Profile Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Many people I talk to are utterly overwhelmed during their open enrollment period. Should I change this benefit? Should I opt-in for this or that? In my opinion, this is a great time to maximize your paycheck! There is so much money left on the table that can be placed back into your budget to reach your financial goals, but there are some steps to take. I want to give you 5 tips for open enrollment period that you can use in order to fully maximize all that is available to you. 1. Know when it starts and ends. How can you be empowered if you don't know when the annual enrollment period begins or ends? Usually, you will get some type of internal notification from your company. I highly recommended marking your calendar and not waiting until the last minute. 2. Review your benefits from previous period or employer. You'll want to review what benefits you had last--either last year or if you're changing jobs from your previous employer. I suggest printing these out before you get started on the upcoming year to give you a side-by-side comparison. It's very possible to use your last paystub to look at this also. Most employer websites have a separate portal that may allow for this comparison so you won't have to print it out. 3. Elect the free stuff. This may be a no-brainer but elect the free stuff. Typically this may be life insurance for you as an employee, short-term, long-term disability and maybe some other things. If it's free and you don't use it, you're leaving money on the table more than likely. 4. Consider the HDHP vs. PPO. One of the most expensive benefits you are provided is health insurance. Just look at your W2 from last year in box 12DD. I've seen a lot of plans that have employer-sponsored and/or subsidized medical coverage depending on plan type. That's to say you may get free health care if you choose a high deductible health plan (or HDHP). This is beneficial in a lot of ways and I'd cover how these plans work in this video. This could potentially save you a lot of money in current and future taxes, as well as, allow you to get some extra cash from your employer. 3. Max out your 401(k). If possible try to contribute the IRS limit into your 401(k) plan thereby maximizing any type of employer match that you are eligible for. I see many people only contribute the default as most plans will elect 1-2% if you don't specify a %. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: It's not often you get to sit with an expert on how to determine your risk tolerance. Whether your an investor or a financial professional, getting risk tolerance right in your investment strategy is a major component of successful financial planning. I recently got a chance to have a great conversation with Dr. Brad Klontz, one of today's leading experts on risk tolerance. We are able to cover the following during our conversation: Dr. Brad's personal money story Thoughts for how to talk about risk with wealth management clients The dangers in trying to "automate" risk management in portfolios The most important question to ask clients when it comes to risk How to avoid bias in your own investment strategy Parting words of wisdom for tomorrow's financial professional Check out Dr. Brad's book on Amazon: https://amzn.to/2LehWpd Dr. Brad's YouTube Channel Dr. Brad's LinkedIn Profile Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I've worked with dozens of financial professionals on how to find a niche market in order to reach their ideal prospect. Today, I've boiled it down into 5 crucial steps to figure how to market to a certain individual, so if you want to know how to find a niche market as a financial advisor, stay tuned. I want to provide you with a high-level view of my 5 step content creation guide which gives you how to create content that will be specific to your niche. 1. What is a niche? A niche is a specific group of people with similar characteristics, or in your case a similar problem that you can uniquely solve for them. If you are marketing yourself as a financial advisor to retiring physicians looking to sell their medical practice you will be more attractive to that type of person vs. a "financial advisor". So when we talk about a niche, keep in mind that it can also be persona-based, like "retirees that live in Boca Raton". I'll just say the more narrow and specific you get the better. 2. Why are niches important and how can they help your business? Niches can help in 2 main ways: (1) you have a greater focus on what is crucial to your business to grow and move forward. You don't want to have your focus split too many ways and it will be if you don't have a narrow focus AND (2) it helps the people you are uniquely designed to help find you easier. A lot of advisors confuse this with turning away business. I will just say that it has never been my experience that you miss out on a great prospect because you are too focused. The reality is that prospect is probably not best for you. 3. What is a tried and true framework for marketing to a niche market? Step 1 - Find out what your Niche/Target has in Common with Everyone. Step 2- Find out what your Niche/Target has that is Unique. Step 3 -Pick a topic/subject/problem they are facing for your angle. Step 4 -Brainstorm a list of 10-20 mistakes with corresponding desires/results. Step 5 - Create content with a bold promise for the 1 thing they want and tell them what life would be with it using. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Some of my young advisor friends find themselves in the first 3-5 years of business asking the question... Can I sell and help? I'm here to tell you that there are some definite things you can put in place to avoid the financial professional's dilemma. Wanting to help people, but also the need to provide for your financial needs can present this dilemma. How do you bridge that seemingly wide gap in motives? Understand you will need a "True" North. First and foremost, you must remain true to yourself at all times. This means that money, fame, success at any level will only amplify who you already are. If you're a good person with a good heart, then all those things will only make you better...however the reverse is true. Pro tip: This is why I highly advocate all my coaching clients to have a morning routine that centers you and helps you affirm the reasons why you do what you do (whatever that is). Having a True North will help you stay true to you. Understand that receiving compensation = "Thank you". Practically speaking...being compensated for selling a product or selling advice is just token of appreciation. I heard this concept from Rabbi Daniel Lapin and it was really eye-opening for me. You see all of us come from different money stories and depending on how you were raised you may view money as something other than a tool. It is not in of itself good or bad—it is can only be those things based on who is using it. So if you provide someone with a solution to a problem and they compensate you with money for doing that then you have earned the right to it and you should be proud of what you've done because you've helped them solve a problem. Understand that you need "margin" or runway. Be prepared to "weather the storm" of this industry. Understand what you are getting into. Don't start in this business if it means that if you don't get any clients that you won't be able to provide for yourself or your family financially. It will take some time for people to trust you with their money regardless of how good your advice is. Be prepared for that and have some savings because it may take you a while to ramp up your income.Quick Question...Where do you fall on this continuum? Do you think you would have a conflict between selling or helping? Let me know down in the comments. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Do you want to know exactly how to find your next financial services job? Without guidance, it can be difficult to know how to get a job in finance with no experience. Many of you that watch my YouTube channel or read this blog want to know how to get a job as a financial advisor. Knowing how to get a job in finance boils down to a couple of things that I want to share with you. TIP: Use a site like www.adviserinfo.sec.gov to conduct background research on a firm. Identify the firm(s) - So I shared this trick inside my Facebook group some time back on how you can use public information to research a firm or firms you're interested in working with. Luckily, this information can help set you apart since not everyone knows about this little secret. This is a requirement that all firms have a profile here. You can look up the firm or members of the firm that are registered individuals. Here you can find a lot of helpful information. Prime your social presence - I'll also say that before you go applying this new secret check out my video on "Priming your LinkedIn Profile" so that when firms start looking at you online they will be impressed by what they see. Develop your outreach strategy - Go to LinkedIn and follow their feed or the person that could make a hiring decision at the firm. You will comment on posts they make and engage with them. Execute your outreach strategy - Reach out with a personal video after you connect with them to invite them to 15 mins of "virtual" or physical coffee. Thanks for listening, reading and watching. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I've often been asked what are the best books for financial advisors or what should I be reading as a new and aspiring financial professional? In this video, I'm sharing my top 3 book recommendations for aspiring financial advisors as well as my honorable mentions list. COMPLETE BOOK LIST📚 "Life Planning for You: How to Design & Deliver the Life of Your Dreams" by George Kinder "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals" by Ashvin B. Chhabra "The Hero's 2 Journeys" by M. Hague and C. Vogler "Think and Grow Rich" by Napoleon Hill "Principles: Life and Work" by Ray Dalio "Predictably Irrational: The Hidden Forces That Shape Our Decisions" by Dan Ariely "The Practicing Mind: Developing Focus and Discipline in Your Life Master Any Skill or Challenge by Learning to Love the Process" by Thomas M. Sterner "Exactly What to Say: The Magic Words for Influence and Impact" by Phil Jones "How to Persuade and Get Paid: The Sales Workshop for Everyone" by Phil Jones "Never Split the Difference: Negotiating as if Your Life Depended on It" by Chris Voss "Bluefishing: The Art of Making Things Happen" by Steve Sims "The 12 Week Year: Get More Done in 12 Weeks Than Others Do in 12 Months" by Brian Moran "Big Debt Crises" by Ray Dalio "Talking to Strangers: What We Should Know About the People We Don't Know" by Malcolm Gladwell Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Let's talk FEARS of Starting a Financial Professional Career...Are any of these holding you back? Working as a financial advisor there's nothing like the boogeyman to come try and scare you every now and again. :-) From my career as a financial advisor I want to share a few "boogeyman" type myths that you may have heard about that shouldn't derail you... Let's take our time a break down some of these arguments and show you why "FINANCIAL ADVISOR" is still one of the top careers in finance! ✅ Robos will not takeover. Clients still want human connection. ✅ Fee compression is a problem when you don't provide enough value. ✅ Zero commissions are a "shell" game. Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Are there certain things you can't (or shouldn't) say as a financial advisor? Absolutely. I've heard some wild stories in my time in the industry and I'm sure you have some doozies to tell also. There are some guidelines in this industry as to what you can and cannot and I'd like to provide you with some tips that you can use as a financial advisor in practice. In my latest video, I describe the following things as "bad" financial advisor talk: ✅ "I guarantee OR I'm sure that...Always...never..." ✅ "The client's assets I placed in XYZ fund will perform the same way for you..." ✅ False or Misleading information Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Have you thought: "do I need a college degree just to be a financial advisor?" The quick answer is "no". There are a few paths to being a successful financial advisor with (or without) a college degree...BUT there are some things to consider! In my latest video, I talk about considering the following scenarios for success as a financial advisor: ✅ The Traditional Route with Finance background, ✅ Some college or no college, and ✅ Career Changer with no Finance background Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I found out about the great things Steven was doing with financial literacy through Instagram from his Know Money Inc. brand. I saw he'd just finished a BankRoll Summit at college and loved his focus on financial literacy. Today, I invited him on to talk about his efforts reaching Gen Y and Z and specifically how the financial services industry can do a better job addressing their financial needs. We are able to dive into... Steven's money story What types of conversations about money are resonating with today's college students? How can the financial services industry heal the broken trust with Gen Y and Z? How interested is Gen Y & Z in the concept of financial coaching? How are you incorporating the findings from your summits into those coaching/trainings? Has the student loan crisis caused a shift in the mindset of the next generation and how they view borrowing? A real-life example of how a current college student should be thinking about their future with money Steven's Instagram Profile Steven's Website Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Do you want to know how to manage life and business? As an empty-nester, entrepreneur and financial advisor and husband of 22 years, I had to bring on my 1st lady (Briana Henderson) to talk about finding balance in the entrepreneur life. Here are some of the topics we hit... ✅ What everyone is up to ✅ What is the key for a "thriving" relationship with hectic schedules? ✅ What makes this work for us since it's not always perfect? ✅ Why "time is currency" in a relationship (especially our own)? ✅ How you avoid "avoiding" one another when there are no more kids to care for? ✅Some tips to help keep the relationship thriving! Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might be a good idea to talk to a computer scientist. That's exactly what I did in this convo with Calvin Williams, Jr. (owner of the first black-owned robo advisor--Freeman Capital.) Our conversation covered so many topics like: How was money talked about when you grew up? How Calvin views the impact of technology on the advisor of tomorrow... What will A.I.'s impact be on human advisors? And where's the opportunity? Advice for human advisors... What role does traditional learning have in today's society of technological advances... Looking at the future of finance with A.I. and humans... Calvin's Instagram Profile Calvin's Website Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Can women in finance find success in a male-denominated industry...ABSOLUTELY! There's no better person to discuss this with than my friend and colleague, Jacqueline Schadeck, CFP® of Sherrill & Hutchins Financial Advisory, Inc in Atlanta, GA. Our conversation was about: Jacqueline's personal money story What it's like to be a woman of color and a CFP in a male-denominated industry... Advice for recent grads or anyone new into this industry... Jacqueline's recipe for success as a woman in finance... Rapid Fire Round covering financial literacy, women advisors, and the meaning of wealth Jacqueline's Instagram Profile Jacqueline's LinkedIn Profile Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I thought to take some time to answer some questions about being a financial advisor and certified financial planner. This was an absolute treat to put together. I was able to cover: ✅ Update to "Financial Advisor Day in the Life of a CFP" video ✅ Diving into the comment section for "Financial Advisor Day in the Life of a CFP" video ✅ Update to "Certified Financial Planner Career What Does a CFP Do" video ✅ Diving into the comment section for "Certified Financial Planner Career What Does a CFP Do" Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: Get ready to learn social media growth tips for financial advisors! My latest guest Mr. Andre Albritton (IG: @themillennialsnextdoor) stopped by to provide a bunch of perspective and his top Tips for growing on social media for financial advisors that want to market their services. Our conversation was about: How Andre uncovered his passion for finance... A unique opportunity Andre identifies if you're willing to put yourself out there now... Why video is key to your social media content strategy and the results he's noticing... To niche or not to niche...that is the question... How to let social media "pick you"... and developing a content strategy Andre's Instagram Profile Check out Andre's Blog Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes I was so excited to talk with Bola Sokunbi of Clever Girl Finance in this episode. We covered a host of topics such as the lack of women in the financial industry and how she began her online brand by blogging. Her story serves as an inspiration to ANYONE wanting to become a financial professional. Our conversation was rich with dialogue about: ✅How Bola developed a good money foundation, ✅ Some considerations for women financial professionals, ✅ How she's used blogging for foundational content to build her brand and why she prefers this platform over just using social media, ✅ Why Bola feels that regardless of which path you pursue you need this one thing..., ✅ Bola's perspective on the student loan debt crisis, and ✅ Parting advice for the aspiring financial professional of tomorrow Check out Bola's book which features the stories of women that have changed their financial situation and built 6 and 7 figure incomes. Clever Girl Finance Instagram Profile Visit her website Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes If you were curious about how to make $100,000+ as a financial advisor, I want to give you the 3 major things that will determine your pay. 👉🏾Survey of Financial Advisor Pay: https://www.payscale.com/research/US/Job=Certified_Financial_Planner_(CFP)/Salary This is a very common question that I hear, and quite frankly the answer is "it depends", but let me tell you what it depends on... TYPE OF CHANNEL...this has to do with if you work for a bank or wirehouse, a broker-dealer, hybrid or a RIA. If you want to learn more, check out this video...👉🏾 https://youtu.be/1f4MEt0NzoA TYPE OF FIRM...if the firm is investment-focused or planning focused will also factor into how you are paid. When I worked for an independent RIA, investment-focused firm, I was an employee and also was compensated with revenue share based on how well the firm did. TYPE OF REVENUE MODEL...how the firm bills its clients will dictate how you are paid also. For instance, if the firm is mostly compensated by fees for assets under management, or if they collect commissions from the amount or level of business they transact, or if they are remunerated by a 3rd party company for products they sell. These are all factors that play a part in the way you will be compensated. Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: ​​I met Whitney Hansen ​through her branding for The Money Nerds podcast​--a ​colorful and entertaining ​collection of ​stories and perspectives ​​on the employment of ​practical financial strategies for the everyday person. When I reached out to Whitney and she so graciously responded I just knew we were going to have a great conversation about... The benefits of attending financial conferences like FinCon19 What financial coaches do How she started The Money Nerds podcast Entrepreneurial advice Where she sees tremendous opportunity within the financial services industry Some disruptors to be aware of and much more! Whitney's Instagram Profile Whitney's Podcast Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Show Notes: I met Julie Kalkowski after I reached out to her after reading an article in Creighton's Alumni magazine about the tremendous work she's doing to promote financial wellness in the Omaha area. Through several self-initiated grants, she has helped hundreds of individuals gain valuable perspectives on their financial health and also found data on how this relates to physical wellness. Her work has several implications on how financial services will be both received and delivered in the future and I wanted to bring her on today to talk about that. How Julie developed her career in financial education/literacy Tell us about the study and the impact on the financial services industry The tools and methods that are being effective in helping drive outcomes in the study What should tomorrow's aspiring financial professional understand about financial health? What makes a good financial coach and much more! Julie's Linkedin Profile Financial Hope Collaborative's Website Thanks for listening. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/NQouKGKjlzA I met Ash Exantus by watching one of the many interviews he's done for social media. Without a doubt, my #1 takeaway→HIS ENERGY. His energy and passion for financial education and literacy were infectious and contagious. At that point, I reached out and several DMs later, we have this opportunity to talk about: His humble beginnings in the projects of New York... The origin of his work ethic Why entrepreneurship isn't for everyone Why he got into financial coaching and left the "regulated" world of financial services Why everyone one that earns money needs a financial advisor and much more! Ash's Instagram Profile: https://www.instagram.com/iamashcash/ Ash's Website: https://www.iamashcash.com Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/NXqsJMi_0FI In a recent group coaching session, I covered why you might want to be an independent financial advisor and start your own firm. There are a lot of factors to consider... My hopes are that after listening to this episode you will be able to understand some of the more important ones. SHOULD YOU START YOUR OWN INDEPENDENT FINANCIAL SERVICES FIRM? Here are some possible reasons you may go that route... REASON #1 -- The current firm you work for does things you don't agree with morally or ethically. REASON #2 --There isn't a clear career path that aligns with your goals. REASON #3--The firm doesn't have enough stability (financially, management, etc.) REASON #4 --The firm doesn't value your contribution. REASON #5 --The firm owners are looking to sell. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/2LLiqm0Pk7E Want to be a financial advisor, I'm going to be sharing with you my top 10 list of things to do to get a job as a financial advisor and jumpstart your career. DO YOUR RESEARCH. You should be aware of all the different avenues there are to enter this industry. What type of role are you looking for? What roles are the most popular and what are people hiring for right now? Which firms are hiring? JOIN A PROFESSIONAL ORGANIZATION. There are many organizations like FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), and AAAA (African American Association of Financial Advisors) and others have varying levels of membership to fit wherever you are in career stage. These are national organizations that often have local chapters for you to be a part of. The next thing to do would be to join and become active. JOIN A STUDY GROUP. This is usually a group of 5-10 or your peers that serve as accountability and camaraderie. Study groups can be excellent sources of information and a way to share wins/losses and best practices among a group of people you feel safe around and be transparent around. FIND A MENTOR. A mentor's time and experience can be invaluable to you so this is a must. Check out this YouTube episode for more details: https://youtu.be/NXqsJMi_0FI PRIME YOUR ONLINE PRESENCE. I place a high degree of importance on what someone looks like online. Check it out this video for exactly how I got to 10,000+ followers on LinkedIn: https://youtu.be/9fyVbjKR1ng PURSUE A DESIGNATION. This is a highly competitive industry and while you're chilling, someone else is reading, studying, practicing, etc and you have to stay sharp. NETWORK WITH PEERS. Invite a peer to lunch or coffee to talk "shop" as we call it. These are good opportunities (a bit more intimate and informal) than a study group might be. ATTEND AN INDUSTRY EVENT. Most of the organizations I named earlier will have events on a local or national level that you can attend for a cost. This can be an excellent avenue for you to meet new people to further your career. Be intentional about why you are going and what you're trying to accomplish before you book your agenda. REACH OUT TO POTENTIAL EMPLOYERS. That stellar opportunity will usually not walk up to you and tap you on the shoulder. You have to go find it. I cover 3 tips on how to position yourself to potential employers here: https://youtu.be/lcuy4ooDyaE HUSTLE. Invest in yourself. Because if you don't you can't expect anyone else to do so. Want a physical copy of this list to keep on your wall next to your computer? Send me a DM. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/NXqsJMi_0FI I've often been asked: "Dominique, how do I find a mentor?" In this video, "how to find a mentor for your career", I'll be showing you the 3 steps (with one bonus) that will help reduce the difficulty in finding a mentor. I'll answer questions like: What should I look for in a mentor? How to find a great mentor? How do you approach a person for mentorship? DO YOUR HOMEWORK. Before you approach a potential mentor, learn as much as you can about them. IN this age of information that should be easy. Spend some time on their social profile, reading their bio, etc. MAKE A DIRECT ASK. What just noted was probably the most important takeaway...your ideal mentor has something you want. **Identify what that is, and ask directly for it.** FOLLOW-UP. If you've picked the right person that has things going for them, they are likely busy. So your first overture may go unanswered. This is all the more reason that your approach should be direct so that they can immediately know if they want to engage with you or not. If they have to figure out what you want, then you won't be getting a response. BONUS - If you are so fortunate to secure their time, DO WHAT THEY ASK. There's not a lot of benefit in the mentorship if you won't be using the advice that is given. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/Hqv9Ym2ex5k I met Danny Harvey through a mutual friend for the first time a few months ago during a visit to PV to enroll my children for the upcoming academic year. We hit it off right off the bat. I recently sat down and had a conversation with him about: (1) PV becoming the 3rd HBCU to have board registered CFP program, (2) the right mindset to have as "tomorrow's financial professional", (3) what he's telling his students about the profession, and (4) how the industry is changing for tomorrow's financial professional. Danny's LinkedIn Profile: https://www.linkedin.com/in/danny-harvey-mba Danny's TedX Talk: https://youtu.be/AIVEpUDAUNg Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/bMP1L_RBl5k Have you ever wanted to listen in on "behind the scenes" talk in the financial service industry? My friend Preston Cherry, a fellow financial advisor, go "unscripted" on several subjects including: The many facets and entry points into the financial services industry for aspiring financial professionals, How you might not always follow a linear path as a financial professional, The benefit of educational programs like Dalton, and How to get experience (as a new advisor) if you don't have any. Preston's LinkedIn Profile: https://www.linkedin.com/in/prestoncherry/ Preston's website: https://www.concurrentfp.com/financial-advisor-preston-cherry Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://www.youtube.com/watch?v=L5ItcWyM48w If you are a current or aspiring financial professional you may wonder: "how to prepare for a meeting with a potential client?" I think this list can help you attract new clients to your practice as well as turn existing clients into raving fans from your meetings. 1. Set expectations. No one wants to be frustrated by being "overpromised" to and "under-delivered" to. This is why it is critical to set realistic expectations that you can deliver on with meeting with a prospective client. 2. Provide a service calendar (2:06). What should they expect? And at what times of the year will you be delivering these services? This will also allow you to create a set of routines or tasks for your back office to perform in order to meet expectations. 3. Always probe and ask great questions (3:25). Your clients and potential clients are really interesting people that do interesting things. BE INTERESTED. This will only strengthen the rapport you build for them to trust you as their advisor. Be genuinely interested in what is going on with them. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/lcuy4ooDyaE If you want to know how to impress a potential employer and stand out, in this video I'm going to be sharing some tips you can use to help you secure that next job if you're trying to break into the financial services industry. Do Your Homework. Your potential employer probably has dozens of other equally qualified individuals asking for the same job. If you are granted some "face-time" with them, what's going to make you different? Be professional. Do yourself a favor and use the highest degree of professionalism when interacting. Spruce up anything that will represent you (e.g. email, social profiles, etc.). After all, how can you demonstrate you will respect the job if you don't respect yourself? Be memorable. You hardly ever get a 2nd chance to make a first impression. Make yours count! Instead of just sending a typical email, record and send a video introducing yourself. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/9fyVbjKR1ng Today I'm going to show you how to make a good LinkedIn profile and share how I grew my LinkedIn profile to over 10,000 followers. It doesn't take long to setup a good LinkedIn profile and it'll really pay off, even in 2019 as more people join the platform. 1. Use a killer headshot. A picture is worth a thousand words...but make sure it is a good one. If you have to spend a few bucks getting it right...even if you have to go to a photo booth. 2. Write a killer headline. My personal preference for the 120 characters that we get for this prime piece of real estate, is to state "how I help people." Don't just use a job title as that can be reflected in the description below. 3. Triple check the profile for accuracy. There is absolutely no way to look unprofessional than to half misspelled words or inaccurate information on your LinkedIn profile. Remember this is how recruiters, colleagues and potential employers are seeing you for the 1st TIME. Make sure you check, double-check and triple-check your profile to make sure it is accurate. Don't use unprofessional email handles and old phone numbers. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/dE2OWKFSrIc How to start your own investment firm and become an independent financial advisor is what we're going to cover today. There are 2 important questions to ask "when" and "how". When it comes to exactly when to do break away involves mainly: 1. "Do you have the financial runway?" Financial runway is a supportive, working spouse that understands that in months 0-24 you will be grinding it out and adding extra expenses to your household budget. You need either this and/or savings that will give you the income you need once you leave a paying position and go to zero but start incurring business expenses. 2. Also consider... do you have the expertise it will take to care for clients and have them trust you? You shouldn't break out on your own with less than 5 years experience. I may have some that disagree but this is just a hard thing. Unless you are an 11 on a scale from 1-to-10 on sales, you need to wait until you have established your reputation in the business before you become the quarterback of someone's financial life. 3. Next you should consider "how". Always play by the rules and declare any OBA (outside business activity) while you're registered with your current firm. You may also have a non-compete agreement in place preventing you from soliciting clients for business. Ultimately you may just have to make a clean break from your existing firm. 4. This means you'll want to file properly and use a professional with the expertise to help you. However, before leaving your current firm and stopping your paycheck, you need to have a clear idea of your firm name, how you will charge and drafts of all your documents like your ADV, file your LLC (articles of incorporation), your policies and procedures, etc. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://www.youtube.com/watch?v=Ku3oiyzHBi8 If you want to be a financial professional and you want to know what working for a big or small financial services firm would be like...keep reading! PRO -The availability of resources at a large firm will likely not be an issue. Things from office space to a dedicated admin are things that you won't always find when going small or on your own. Typically, a larger firm will have a lot of amenities. CON - Big is not always better. At large firms, there can be a tendency to be lost in the shuffle CON - Does a big firm serve the client or the shareholder? This may show itself in the form of products sold and quotas being met. By contrast, without hundreds or thousands of client families, each one is more important, so you will feel closer to your clients in a smaller firm PRO - Financial stability at a larger firm isn't usually an issue. A stable firm would probably be one that reaches more than 100MM in AUM or more than $1MM in revenue. This is a very common benchmark in the industry and many small firms never reach this. No matter where you work, make gaining experience your chief objective during your stay. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://www.youtube.com/watch?v=1f4MEt0NzoA What is the entry level financial advisor career path like? This is a question I get all the time and I want to cover the 4 basic paths today. Brief history of entrance into the industry There are differences between each channel. They are the bank (or wirehouse/captive), broker-dealer, independents (or registered investment advisors) and hybrids. There is a different standard in those channels—it is the suitability standard or the fiduciary standard. Why you may choose either has totally to do with you and what you believe. Can you serve the client's best interest using either standard? What you would do for your parents should be what you do for clients. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/kxjxmCUiCYk The website I'm referencing in this podcast is located here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements The path involves following the 4 E's: Education (including continuing education). Complete college or university-level coursework through a program registered with CFP Board, addressing the major personal financial planning areas identified by CFP Board’s most recent Job Analysis Study; and Verify that you hold a bachelor’s degree or higher from an accredited college or university (accreditation must be recognized by U.S. Department of Education at the time the degree is awarded). Continuing ed 30 hrs every 2 years Experience CFP® certification indicates to the public your ability to provide financial planning unsupervised, and CFP Board requires you to have 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements. You have to understand the 6 Elements of financial planning: https://www.cfp.net/images/default-source/infographics/experience-infographic-web.jpg?sfvrsn=4 Establish and define the relationship: What is the scope? Gather data What info do you need to fulfill the relationship expectations? Evaluate client's financial status How will you analyze where they are? Develop and present recommendations Implement recommendations What needs to happen to carry out recommendations Monitor over time How is success measured? Exam 170 questions administered over two 3 hour sessions (with a 40 minute break). I started studying after my education requirement was complete with a review course in August and then sat for my exam that November. Ethics Must adhere to CFP Board's Standards of Professional Conduct and be willing to allow them to enforce them if you don't comply. It's really 3 parts...you have the Code of Ethics, the Rules of Conduct and then the Practice Standards. Basically means to make sure you render all your advice while a CFP in the client's best interest Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/SCV30_Yy3HY I've seen my fair share of new hires and interns while working as a financial professional. And although during the last 3 years I've worked as a solo advisor, I've had a lot of people that I've coached to get them to the next level. I want to share what I think is the proper way to position yourself when you prepare your resume... Nothing beats personal touch. Don't let your resume do all the talking. I use a free video service called Loom that allows me to record a quick video that provides context and can be embedded write into the email you're sending with your resume in it. SET YOURSELF APART. Keep it shorter (vs. longer). This shouldn't be a biography. It needs to highlight in 1-2 sentences how you helped the bottom line of that organization. Highlight only relevant experience. I see LinkedIn profiles with every bit of experience a person has whether it's relevant to the opportunity or not. What is really important to remember is that you are seeking a specific job type at a specific company. Your resume shouldn't then scream "generalist". Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/0FbVZ34ZSNw When I graduated with my degree in Finance in 1998 there was a certain set of classes that I had to have...but I'm here to give you what I think is the most relevant. Keep these things in mind as you navigate your journey to becoming a financial professional... College is to teach you how to think/learn. Since information is so abundant nowadays you should be using college to ask questions and challenge previously held assumptions. Don't take the easy route by just learning what you need to pass the exam or class. Master the basics. As a financial professional you have to have your basics. So principles of accounting, economics and finance are crucial. Social sciences are huge. This career is becoming more about the softer side as consumers realize they can have their investment choices automated and their budgets crunched. Helping a person understand why those things need to be done and what happens if they're not is the important skill. And for that you need high EQ and to be a good listener. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/GdyfzBBufc8 If you're listening definitely head over to my YouTube channel to catch the video version of this episode. I take you through what a typical beginning of the month looks like for my financial services practice. My Morning Routine COO Duties CEO Duties Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/8E9r7F6m5hU The industry hasn't done a good job pointing out the differences in all the different titles, so let's look at the advisor vs planner title... Inside the industry it's all the same. Advisors can do the same work as planners although the term financial planner connotes a more comprehensive approach than advisor. Your firm type will often dictate what your are called. There are basically 4 channels in this industry as a advisor or planner...that is bank, ria, b/d or hybrid. Your target markets view of you is the most important view to manage and be aware of. Finally, let me say what you call yourself can have little to nothing to do about what people see you as. For example, whenever I go somewhere and someone asks me what do I do, if I say "financial advisor" there is a natural inclination to what they are going to immediately think. Not until we get deeper into the convo (if that happens) can I change their initial thoughts. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/5nGz2VeOYAI There are 3 main things you can do to help yourself secure that first job as a financial professional: Be confident. I know this may be hard before you earn your degree or actually are hired into the profession but you'd be surprised how coming across certain and confident will take you further than you expect. Engage in "deliberate" practice. Practice saying what you're good at and why you would bring value to an organization on your friends, roommates or family. Get in front of the mirror and practice with yourself. Give your opening line that you would say to a prospective recruiter over and over again. Hi my name is Dominique Henderson. I'm currently studying finance at Prairie View A&M University and I'm eager to learn more about the career opportunities you have at ABC firm. Would you mind telling more about [insert job opportunity]? Be Diligent. Follow up. You can't just check the box of attending one function and think that you will win the opportunity. Get a business card, connect on LinkedIN and other social platforms with the representative and follow-up. I'm talking about a setting like a career fair but you can apply this in just about any forum. Thanks for listening. For more information on what I'm doing for current and aspiring financial professionals, click here. Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in July on financial literacy, economic empowerment and personal development. Here is what we discussed: Week 1 - How to Recover From Investment Losses Week 2 - You Don't Need A Financial Advisor Week 3 - What's Wrong in the World of Financial Advice Week 4 - How Can a Financial Advisor Steal Your Money💸? Week 4 (BONUS LIVE STREAM)- Debt Free Journey On A Low Income 💳 Week 5 - Mindset of Wealthy 🧠 How To Manage Your Money Like the Rich 🗣️ Send me a message. I just might include it in the next podcast episode! https://anchor.fm/dom-the-maven/message 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: info@djh-capital.com 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP® --- Send in a voice message: https://anchor.fm/dom-the-maven/message

In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in June on financial literacy, economic empowerment and personal development. Here is what we discussed: Week 1 - How To Build Wealth Week 2 - Evaluating Portfolio Performance: How to Evaluate Your Portfolio Week 3 - How Much Does the Average American Make and Spend Week 4 - Entrepreneur Wife Life 🤦🏽 3 Valuable Takeaways UNCENSORED 🗣️ Send me a message. I just might include it in the next podcast episode! https://anchor.fm/dom-the-maven/message 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: info@djh-capital.com 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP® --- Send in a voice message: https://anchor.fm/dom-the-maven/message

In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in May on financial literacy, economic empowerment and personal development. Here is what we discussed: Honeydue App Review What is Honeydue and How Does It Work Why I Became a Financial Advisor: LIVE and UNSCRIPTED! How To Make Money While in College How Much Money Should I Be Saving 💲 Budget for Small Business How To Do Your Numbers 🗣️ Send me a message. I just might include it in the next podcast episode! https://anchor.fm/dom-the-maven/message 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: info@djh-capital.com 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP® --- Send in a voice message: https://anchor.fm/dom-the-maven/message

In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in April on financial literacy, economic empowerment and personal development. Financial Checklist 2019 - 3 Questions to Ask Yourself Should I Save Money or Pay Off Debt Certified Financial Planner Career What Does a CFP Do 4 Tips to Avoid Tax Scams How to Do a Budget and SAVE MONEY Restricted Stock Units Explained How much to Save for Retirement A Rubric for Behavior 🗣️ Send me a message. I just might include it in the next podcast episode! https://anchor.fm/dom-the-maven/message 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: info@djh-capital.com 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP® --- Send in a voice message: https://anchor.fm/dom-the-maven/message

As part of a settlement with the SEC, Elon Musk agreed to pay a $20 million fine and step down as chairman of Tesla. Here are my lessons learned from this news as Elon Musk resigns from Tesla. 🗣️ Send me a message. I just might include it in the next podcast episode! https://anchor.fm/dom-the-maven/message 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: info@djh-capital.com 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP® --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Financial literacy is only required in 17 out of 50 states. Today, I share why financial literacy is so important with former NFL star Brandon Williams and Representative from Wisconsin Jason Fields. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are tips on how to lower your tax bill and other tax deductions so you can save money this year and beyond. If you are employed, these are ways to reduce your taxes. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

We were a family of 5 living off of ONE INCOME. Here's how we did family budget planning to cut our grocery budget in half. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

How can Robinhood afford to give free trades? Are there hidden fees? Understand how the Robinhood app makes money in this review before you use it. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are my budgeting tips to help you budget your money and save for emergencies, retirement, and other expenses! See the formulas for success here: http://bit.ly/5-success-formulas --- Send in a voice message: https://anchor.fm/dom-the-maven/message

When you’re thinking about your investing strategy, here are 3 different ways to invest your money in the stock market. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Increase your financial literacy and general money knowledge so you can better understand your personal finances and money mindset. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

I’m a financial advisor and in this podcast, I share my first impressions about the Robinhood Training App. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are a few tips on how to invest your 401k in stocks strategically. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are 3 tips successfully managing finances in marriage and for keeping the peace when you are supporting family members financially. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Does your employer offer a flexible spending account (FSA) or health savings account (HSA)? In this episode, I break down the differences between a FSA vs HSA to help you decide which one is right for you. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are a few personal finance tips so you can successfully manage your personal finances. Learn how to do personal financial planning in this episode. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Roth IRA vs Traditional IRA, here are three reasons to use a Roth IRA. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

A lot of my clients ask me whether they should pay off their mortgage or invest. These are my tips to help you make the decision between paying off your mortgage early or investing. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Compound interest can be extremely powerful for investing. In this Episode, I answer what is compound interest and how does it work. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

In this episode, I explain the differences between a Roth and a Traditional IRA so you can determine what is best for your retirement savings strategy! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

HSAs provide a triple tax advantage! In this episode, I talk about a health savings account and how it works. Learn how an HSA works! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

What is unrealized gain or loss on investment? In this episode, I explain the difference between realized and unrealized gain or loss. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Have you ever wondered what the difference is between your FICO score and your credit score? In this episode, I explain your FICO score and tips on how to increase your credit score. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Here are 3 marriage and finance tips for communication that we have used throughout our 21 years to help us with managing finances in marriage! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

There’s good debt vs bad debt. In this episode, I talk about a lender’s top concern which is your debt to income ratio. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

After 21 years of marriage, these are our 3 must-haves that any marriage or relationship needs in order to successfully handle finances in marriage! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY>>Creating a plan for managing finances in marriage and living debt free are essential. Here are 5 tips for handling debt when you share finances in marriage! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

If you've ever had the feeling that you're leaving "money on the table"...(KEEP READING) As a financial advisor, I read through hundreds of employer benefit plans--and do you know what I see? MONEY LEFT ON THE TABLE. On average, I see five figures not utilized through several very easy, simple strategies that can be implemented by anyone. On today's show, I want to give you the 3 most common, best "bang-for-your-buck" strategies that I'm employing with my current clients. When properly employed, you can put thousands of dollars back into your pocket! I'LL GIVE YOU AN EXAMPLE OF MONEY LEFT ON THE TABLE THROUGH UNDER-UTILIZATION OF EMPLOYER BENEFITS THAT INVOLVES: -a common retirement plan strategy -a triple tax-advantaged strategy to fund your medical care -a strategy to reduce the costs of childcare All these questions and more in the 4th episode of the "Creating Walk Away Wealth" series. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

This week we continue the fun...with the 401k! Have you ever thought: "how can I use my 401k to build wealth?" If you've ever asked yourself this question, this week I'm going to give you 3 strategies, that if followed, will help you maximize your 401k AND save you thousands in taxes!!!! Get your copy of these strategies... Click to get my FREE guide: "Creating Wealth to Walk Away!" >>>>>>>>>>http://snip.ly/7lhvwi P.S. Subscribe to stay up to date with the latest videos here: http://bit.ly/FLBCYouTube --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Eventually, wouldn't you like to kick your feet up? You know...just sit back, relax and live off the fruits of your labor from all the hard years of work. Before you do this, you'll need to create "walk-away" wealth. Join me today, as I begin a new 4-part series on wealth strategies I'm using inside my financial planning practice which enables my clients create "walk-away" wealth. If you have ever had questions about the following topics, don't spend another weekend sorting through: 401(k) allocations; employer benefit plans and options; monthly budgets with cumbersome software; employer stock purchase plans; and restricted stock units and stock options Get out your pen and paper as I walk you through several strategies which will maximize your opportunities to create "walk-away" wealth. Avoid the common mistakes of "do-it-yourself" financial planning by using these strategies to create wealth for the lifestyle you want! --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Eventually, wouldn’t you like to kick your feet up? You know…just sit back, relax and live off the fruits of your labor from all the hard years of work. Before you do this, you’ll need to create “walk-away” wealth. Join me today, as I begin a new 4-part series on wealth strategies I’m using inside my financial planning practice which enables my clients create “walk-away” wealth. If you have ever had questions about the following topics, don’t spend anothe --- Send in a voice message: https://anchor.fm/dom-the-maven/message

3 Things to Pay Attention to for the Rest of 2018 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) ****NEWS FLASH**** “3 Investment Themes that Might Affect You in 2018!” It’s amazing how those type of headlines get our attention… As a maven of information, I try not to abuse that privilege 😊 Nonetheless, as a student of the markets, I do see at least 3 major themes evolving that will shape the landscape of the global economy for the second half of 2018. I discuss each one of them on this week’s upcoming episode entitled “3 Things to Pay attention to for the Rest of 2018” Questions such as…

Retirement:  10 Must-Haves for Your Financial Plan to Work When You Stop Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Are you ready for retirement? You say: “No way man, I’m still young!” or “I’ll never retire, I love what I do!” All good points–congratulations on having a great attitude. (smile) The other day the Wall Street Journal released an article discussing how the generation of Baby-Boomers are entering retirement the “least prepared” of any generation in history (see story here: https://on.wsj.com/2lKi3M0 --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Myths About Financial Advisors and Financial Advice – Part 3 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) GET ALL 20 MYTHS IN MY FREE GUIDE HERE====}}} http://bit.ly/20-Myths Today we’ll cover… Myth #11: All financial advisors are trained similarly. Myth #14: All financial advisor designations mean the same thing. TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —

TODAY’S TOPIC: Myths About Financial Advisors and Financial Advice – Part 2 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) GET ALL 20 MYTHS IN MY FREE GUIDE HERE====}}} http://bit.ly/20-Myths Today we’ll cover… Myth #6: Financial advisors should always outperform the market Myth #7: Financial advisors can outperform the market Myth #10: Financial advisors only work with the wealthy TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Myths About Financial Advisors and Financial Advice – Part 1 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) GET ALL 20 MYTHS IN MY FREE GUIDE HERE====}}} http://bit.ly/20-Myths Today we’ll cover… Myth #1: My money is safer with a financial advisor from a larger firm. Myth #4: I have tax professional…there the same as a financial advisor right? Myth #5: Financial advisor fees are too expensive, it’s better to just invest in index funds. TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Faceb --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Best of FAQ: “What the public wants to know” – Part 3 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) In this final installment of the series: “Best of FAQ: What the public wants to know”, I walk through individual scenarios from a website that gets over 30,000,000 unique views per month—to provide insight some answers to your own #financial questions. Here are some of the questions: * Does the advice of saving the $1 million dollars for retirement apply to our situation? * I want to move my 401(k) into an #IRA. Then I want to cash out a portion of those funds. What kind of IRA would allow me to do this? What are the ta --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Best of FAQ: “What the public wants to know” – Part 2 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) In this 2nd installment of the series: “Best of FAQ: What the public wants to know”, I provide a “behind-the-scenes” look at questions from the investing public from a website that gets over 30,000,000 unique views per month. I’ll cover the following… * Are #highyield #bonds a good investment? And what to look for to get a “cheap” asset? * Where should I invest a large sum of money? What order or priority should I spend/save/invest TOOLS FOR GROWTH * Want --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Marriage & Finances: “All the Tough Questions…” Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) My wife Briana and I want to share some of the secrets after 21 years of marriage, like.. * How to handle family members in your pocket; * How to communicate “spender/saver” language; * Why you might need neutral 3rd party advice in your marriage to discuss finances; * How should you view debt?  Is it good or bad? TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Con --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: Best of FAQ: “What the public wants to know” – Part 1 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) A behind the scenes look at questions from the investing public from a website that gets over 30,000,000 unique views per month.  In this episode I answer the following… * What is a good debt ratio, and what is a bad debt ratio? My answer to this question received over 165,000 views * What are unrealized gains and losses?  My answer to this question received over 108,000 views * Can an individual contribute to both a Roth IRA and a Traditional IRA in the same year? My answer to this question received over 54,000 v --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: The Formula for Cracking the Top 10% in Medical Sales with special guest Jason Elmore Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Recently had my friend and medical sales leader, Jason Elmore on the podcast to discuss his formula for cracking the top 10% in medical sales. Jason gives us insights from: -his first opportunity in medical sales -how he leveraged “living beneath his means” to take career opportunities that catapulted his career -his new book “Elite Execution -how his faith in God set up his career success Get Jason’s book by visiting

TODAY’S TOPIC: Another Successful Career Transition from the Gridiron w/special guest Jeremy Stewart Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) I recently shared the mic with Jeremy Stewart–former NFL pro, Stanford alum and Wharton School of Business MBA candidate student on the Experiencing Financial Contentment.   We talked about…   about his NFL playing days, his love for finance, and how he became exposed to the world of business; Jeremy also shares his perspective on what it takes to make it in the NFL for any aspiring young athletes.

TODAY’S TOPIC:  How to Legally Lower Your Taxable Income Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Taxes, taxes, taxes… “How can I reduce what I owe?” is probably the first question that comes to mind. The next should be how do I do it legally.  (No, really…) If you’ve ever been through an IRS audit you know what I mean, there’s no one that enjoys these. In this latest episode, I talk about some tax strategies you could employ given the new tax law and some of the changes that impact you. Here’s what you should know about tax strategy… It happens year-round. If you want to save the most amount of money you need to --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part 3  Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Here are the elements of an investment policy statement (“IPS”).  This should be the backbone of your investment strategy.  Risk & Return Preferences  Liquidity Needs  Time Horizon Other Constraints (Legal, Tax, etc.) TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —

TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part2 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Here are 3 different ways to execute your investment strategy along with the pros and cons of each: Robo-Advisor or Automated Wealth Platforms Self Directed Managed Investment (e.g. hire someone) TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —Join Here! * Where do you st --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part1 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Differences between Taxable vs. Tax Free vs. Tax deferred accts Examples of each Benefits and strategies of using each TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —Join Here! * Where do you stand financially–Take o --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Why News Soundbytes Don’t Equal Actionable Advice Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) What an “interest rate” news headline might mean…https://www.nytimes.com/2018/01/10/business/bond-market-central-bank.html What a “trade war” news headline might mean…https://www.marketwatch.com/story/heres-why-the-stock-market-took-the-china-tariffs-so-hard-2018-03-22 TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —

TODAY’S TOPIC:  Lessons Learned Supporting A Spouse Through Career Transition Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) My wife, Briana and I, want to share a few lessons from our years in marriage to help you support a spouse involved in career transition! Financial lessons learned – create money margin for the dream not to be killed Relational lessons learned – create boundaries by communicating your intentions to your inner circle Emotional lessons learned – create time for fun, self-care, be intentional TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook gro --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  3 Overlooked (But Simple) Ways to Boost Portfolio Returns Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) February was a rough month in the markets…lots of volatility… And just in case you might be thinking what happens if the markets take a prolonged tumble. I’m going offer up some quick tips to help you boost your portfolio returns. Deduct investment Mgmt fees – (see IRS Pub 550) Defer taxes Use the power of compound interest TOOLS FOR GROWTH * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your R --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Financial Contentment Lessons from 20 years in the Business Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Today, I’m completing the series on Financial Contentment lessons with a couple of client stories from my past. Money creates more problems when you’re never satisfied Money can be used to create legacy PARTS 1 AND 2 IN THIS SERIES * Financial Contentment Lessons from Think and Grow Rich (CLICK HERE) * Financial Contentment Lessons from Marvel’s Black Panther (

TODAY’S TOPIC:  Financial Contentment Lessons from Marvel’s Black Panther Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Today, I’m extracting a few lessons from the Marvel’s Black Panther about financial contentment… You can use what you have–whether it is a little or a lot.   Money, fame and power are just amplifiers of who you truly are TOOLS FOR GROWTH * Where do you stand financially–Take our quiz! * Upgrade your life….check out The Maven’s Financial Boot Camp: https:/ --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Financial Contentment Lessons from “Think and Grow Rich” Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Today, I’m extracting a few crucial lessons from the book “Think and Grow Rich” to show you how you can have a more fulfilled life… The power of thought.  I believe our thoughts are the cornerstone to our actions and thus our results. Desire: The Starting point of All Achievement. Desire says: “Who am I becoming…not hoping or wishing to become, but who am I becoming through definite and intentional actions. TOOLS FOR GROWTH * Where do you stand financially–

TODAY’S TOPIC:  You’ve Got 3 Choices in This Type of Market… Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Wow…what’s up with the stock market as of late?  We’ve down more then 10% in just 7 days–here are 3 strategies to consider. Get real defensive and go to cash. Get somewhat defensive, by pausing.  Stay the course and/or put idle cash to work.  TOOLS FOR GROWTH * Want to steal 5 strategies I use with clients to help them take advantage of “low-hanging” fruit?  Click here for my wealth guide. * Where do you --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  4 Things You Can Do Now to Avoid Eating Cat Food in Retirement Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) If you ever wondered how you can be more certain about the life you want to live in retirement…today we’ll cover the 4 things you can do now to avoid eating cat food in retirement. Implement a better tax strategy  Don’t spend pay increases  Refinance long-term debt Increase your skills/knowledge so you can earn more TOOLS FOR GROWTH * Where do you stand financially–Take our quiz! * Upgrade your life….che --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Know Your Numbers:  Going Beyond the Math for Life 2.0- Part 2 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) What will it take for you to be financially free? What are your numbers? This discussion is Part 2 of the previous episode around creating a financial or life plan to deliver on your dreams. We’ll do the following in this episode: 1) Take a deeper dive on how to look past just the numbers to create a life plan. 2) Find ways to fulfill your passion and your purpose with your money. This discussion includes: &nb --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Know Your Numbers:  Going Beyond the Math for Life 2.0- Part 1 Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) I was recently inspired by a couple conversations in my practice around the specificity of knowing your number.  And it got me to thinking how important this can be to a plan.  So I want to take the next couple of episodes to cover: * How to calculate your number given a set of circumstances. * Then I’ll take a sample case and walk you through the math and some of the consideration. * Then we’ll discuss the recommendations that would apply. This discussion includes: --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  2017 Investment Review and 2018 Market Outlook Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) We’ll recap investment performance in 2017 and discuss whether those type of returns will continue in 2018 and how you can take advantage of that in accounts like your 401k. I’m gonna walk you through how to do that today. This discussion includes: Segment 1: Show you how to read a couple important charts to give you an indication of how to pick funds in your 401(k) Segment 2: Show you fund choices from a sample 401(k) plan to convey how to use that information learned in Segment 1 TOOLS FOR GROWTH * Where do you stand financia --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Asking the Right Questions Blockchain, Bitcoin and Cryptos Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) If you’ve ever wanted to know what are the right questions regarding blockchain, bitcoin or other cryptocurrencies–especially if you’re considering them for your investment portfolio, you don’t want to miss this episode. Segment 1: How is value exchanged? How will that change with Blockchain or Bitcoin? Segment 2: What is Bitcoin? What is Blockchain Segment 3: How do you invest? What are the pros/cons? TOOLS FOR GROWTH * Where do you stand financially–

TODAY’S TOPIC:  What is Good Financial Advice? Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) If you’ve ever asked: “what is good financial advice” or “what does good financial advice look like”, I’m going to talk about how to figure out if you should: 1) take your own financial advice, or 2) hire someone to give you financial advice Segment 1- Know yourself… Segment 2 – Understand financial planning is both emotional and logical… Segment 3 – Integrate the 4 components of financial planning… TOOLS FOR GROWTH * Where do you stand financially–Take our quiz!

TODAY’S TOPIC:  What to Look for in a Good Financial Adviser Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) If you’ve ever wanted to know what to look for in a good financial adviser–credentials, qualifications, education and just a way to check their background, I’m going to give that to you today. We’ll walk through my own personal registered profile and show you how to find: Segment 1-What it takes to get into the financial industry? (6:25-8:25) Segment 2 – How to fact check your person before working with them (8:30-16:10) * Time in the Industry * Education & Qualification * Compensation TOO --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  A Financial Literacy Mastermind Discussion:  “A Blueprint for 2018 and Beyond” Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) On today’s podcast, I have two very special guests to help me discuss financial literacy, personal development, and overall personal development. Former NFL star turned speaker, author and personal development coach Brandon M. Williams follow on and state representative from Wisconsin and co-author of Wisconsin’s financial literacy bill, Rep. Jason M. Fields follow on .  Both these gentlemen were introduced to me through ou --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  How to Find Harmony in Your Marriage with Your Finances – Part 3 Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/EFC_Subscribe Hosted By: Dominique J. Henderson, Sr., CFP® Can I get your help to grow the podcast–click here for more info! Link to Show Episode (For mobile users) Subscribe to the YouTube Channel>>>>>>> WHAT WE’RE TALKING ABOUT TODAY How to Find Harmony in Your Marriage with Your Finances – Part 3 Answers to 3 Questions to Help You Move the Needle… 1) HOW TO MANAGE SEPARATE ACCOUNT…(3:15-5:55) Keep communication open and have a purp --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  How to Find Harmony in Your Marriage with Your Finances – Part 2 Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/EFC_Subscribe Hosted By: Dominique J. Henderson, Sr., CFP® Can I get your help to grow the podcast–click here for more info! Link to Show Episode (For mobile users) Subscribe to the YouTube Channel>>>>>>> WHAT WE’RE TALKING ABOUT TODAY How to Find Harmony in Your Marriage with Your Finances – Part 2 To communicate as partners…there’s a 5-step process: 1) CHECK YOURSELF, FIRST…(5:24-8:00) – What is your money mindset? How d --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  How to Find Harmony in Your Marriage with Your Finances – Part 1 Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/EFC_Subscribe Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * What is the “parent-child” dynamic? (4:25-8:05) * How does it begin or where does it stem from? (8:15-13:18) * How can it limit a marriage relationship? (13:21-17:28) TOOLS FOR GROWTH * Finally, a system to control your money without having to sacrifice more of your time–Download a free copy here:

TODAY’S TOPIC:  The Ultimate 3 Step Process for Results Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/EFC_Subscribe Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Assess – “Where Am I?” — Identify the Gaps (7:17-9:17) * Address – “What are the gaps?” — Create an action plan/necessary steps to close the gap (9:18-10:28) * Adjust – “What actions should I take?” –Give your brain instructions on what to accomplish (10:30-14:35) TOOLS FOR GROWTH * --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Your Plan Doesn’t Need to be Perfect, Just Answer These Questions… Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/EFC_Subscribe Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * cash flow management – how long could you survive if steady income was to stop (4:19-6:08) * investment positioning – how well are you utilizing tax-deferred or tax-free investment vehicles? (6:20-9:24) * tax planning – am i paying more than my fair share? (9:25-11:53) * asset/estate p --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Very Possibly the Only Investment Advice You’ll Ever Need! Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Leverage the Power of Compound Interest (5:15-9:15) (More detail in episode 46 of FLBC: The Power of Compound Interest Explained) * You need capital (9:17-12:03) * Blood in the water–FEAR (12:05-14:50)

TODAY’S TOPIC:  5 Must-Have Elements to your Financial Plan Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Have a strategy in place (4:35-8:45) * Have the proper insurance (8:50-12:31) (More detail in episode 5 of FLBC: https://youtu.be/EI1g8YTB0Cc) * Have a system to differentiate current lifestyle support from future lifestyle support–“ca --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Creating a Rhythm for your Finances and Your Life Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Quick Recap (2:55-4:30) * What is Rhythm (5:14-7:45) * Filling the Gap (8:05-10:35) * Ask the Hard Questions (10:45-15:00) TOOLS FOR GROWTH * Finally a system to control your money without having to sacrifice more of your time– Downloa --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  The 5 Biggest Financial Mistakes I’ve Seen Made (Get the complete list inside our FREE Facebook Group–http://theredpillcommunity.com) Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode (For mobile users) YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Not Establishing the proper money mindset (5:05-7:50) * Not creating an investment policy statement- (7:50-9:23) * Not investing in assets but investing in fad --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC: 6 Tools for Establishing the Proper Mindset and Environment Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * SILENCE (5:37-8:35)– you should begin every day here. Meditation, prayer, gratitude. Before you check your social media, email, etc. * AFFIRMATION (8:37-10:34) – tell yourself the truth about yourself. There are so many negative things you can focus on, this allows you to focus on the truth. * VISUALIZATION (10:37- --- Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  4 areas to evaluate so you can start living the life you want now! Send us feedback at: feedback@djhendersonsr.com Get Alerts at: http://bit.ly/FLBCSubscribe On Itunes at: http://bit.ly/FLBC_Itunes Hosted By: Dominique J. Henderson, Sr., CFP® RESERVE A COPY OF THE E-BOOK! Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY * Evaluate your mindset (5:35-9:28) * Evaluate your environment (9:30-10:28) * Evaluate the system that controls your money (10:30-11:26) * Evaluate your “Why” (11:30-12:40) TOOLS MENTIONED ON TODAY’S SHOW * Book on Mindset: “Psyco-C --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  Creating Margin for the Life You Want- Part 2 Podcast Series: Financial Literacy Boot Camp RESERVE A COPY OF THE E-BOOK! Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY Earlier in the week on episode #32 of Maven’s Keys, I started talking about how to create margin for the life you want by answering to important questions about your “why” in life… If all your needs were met (financially and otherwise), what would you be doing with your life? If you were to take your last breath today, what wouldn’t people be able to say about you because you never go to do or be that thing? * Financial Planning is a system that d --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Creating Margin for the Life You Want – Part 1 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. RESERVE A COPY OF THE E-BOOK! Catch the YouTube Version here… Link to Show Episode WHAT WE’RE TALKING ABOUT TODAY * So not so long ago I had a meeting with a client and we mutually agreed that our objective in working together was to “create enough margin for the life they wanted”. I thought this was a beautiful way to articulate how I view financial planning.

Podcast Details Podcast Title:  Retirement Readiness: An Example of “How” Podcast Series: Financial Literacy Boot Camp RESERVE A COPY OF THE E-BOOK! Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY Earlier in episode #31 of Maven’s Keys, I started a discussion based on an article about retirement excuses.  Also in Episode #60, I gave you a system on how to organize your financial life and today I’ll provide you an example of how to use that system to be “retirement ready”… --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Retirement Mindset: Will You Be Ready? Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. RESERVE A COPY OF THE E-BOOK! Catch the YouTube Version here… Link to Show Episode WHAT WE’RE TALKING ABOUT TODAY * How do you become retirement ready?  A recent article (click here to see the article) I read talked about 3 excuses that people u --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  Necessary Tools for Financial Success Podcast Series: Financial Literacy Boot Camp RESERVE A COPY OF THE E-BOOK! Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY Check out episode MK030 (as it is a precursor to this episode) Tool #1 – You need a system in order to achieve financial success (5:35-6:55) Remember the acronym K.I.S (Keep it simple). Complexity is the enemy of progress… There are 5 ways to spend money (see episode 24 of Maven’s Keys for more details) * Tax payments * Debt payments * Charitable giving * Current lifestyle support * Future --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Avoiding the Mental Failures to Financial Success Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. RESERVE A COPY OF THE E-BOOK! Catch the YouTube Version here… Link to Show Episode WHAT WE’RE TALKING ABOUT TODAY * Developing the proper money mindset to avoid mental failures that hinder your financial success * Get a goal in mind!  Make it vivid.  Make it real.  Take any successful thing you’ve done and use it as a blueprint. * Let yourself auto-co --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  Living Your Why with Representative Jason Fields Podcast Series: Financial Literacy Boot Camp Link to Show Episode YouTube Version: WHAT WE’RE TALKING ABOUT TODAY Rep. Jason M. Fields Story (2:00-8:00) Jason Talks about Economic Empowerment (8:10-11:00) Jason Talks about Financial Literacy and SB 280 (11:05-20:00) * Link to the historic legislation. Jason’s perspective on the bill’s wide-reaching effects proposal (20:10-24:05) Jason and I talk about his “why” and some of the things he’s doing to fulfill that mission (24:30-36:01) Jason talks about his future endeavors and how he’s living his why…(36:04-41:35) #financialliteracy #economicempowerment #personald --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Why Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode WHAT WE’RE TALKING ABOUT TODAY * Turn on your notifications on Facebook for when we go live on “Ask Me Anything”! * Everyone that downloads the Financial Dashboard will get an automatic notification when the e-book is ready! * What is your “why?” * Avoid the trap of “doing” vs. “being” * Focus on finding financial contentment which is --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  Taking Control of Your Investment Experience Podcast Series: Financial Literacy Boot Camp Link to Show Episode YouTube Version:   What are some of the things you can control… Your tolerance for risk: ability/willingness (7:25) * Want to know how do you create a portfolio?  Check out this article. Your investment return preference (11:14) * Do you know what you need?  Do you know why? Check out this article. Your style: Are you Active or Passive? (13:45) Don’t know what type of investor you are?  Check out this article. Figure --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Next 90 Days…Pulling Back the Covers Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode Three Big Announcements…. THANKS EVERYBODY!   I greatly appreciate all the support (close to 4000 downloads every month).  I’ll be posting more to the blog going forward and using it as the primary method of communication, so make sure you follow us on Social Media… *  Facebook (Personal,

Podcast Details Podcast Title:  3 Steps to Becoming a More Effective Leader Podcast Series: Financial Literacy Boot Camp Link to Show Episode * Empower people…provide inspiration that ignites a person’s internal motivation. Strengths overextended become weaknesses. No organization can rise past the level of the leadership’s constraints. * Don’t push your agenda…look for buy-in and feedback from your team so they feel valuable also.  Use your natural charm or charisma to “present an idea” vs. “pushing an agenda”. If you are a leader and you look up and no one is following you you were just taking a walk. * Listen to perspectives but make your own decisions…be confident in what you believe or stand for and don’t be easily offended with alternative views.  Some --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Money & Psychology – Part 4 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode Part 1 – we discussed the 5 ways to spend money Parts 2 & 3 – we covered the irrational behaviors that marketing can bring out in us when it comes to what we consuming a good or service. Today, we will have some Big Ideas or (the “ --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  3 Reasons the Stock Market is So High Podcast Series: Financial Literacy Boot Camp Link to Show Episode “Let’s set some common language about how the economy works” (2:56) You should watch this at some point…#RayDalio #BridgewaterAssociates #Economics * How does the economy tie to the current stock market highs?  (7:37) Quick lesson on P/E ratios (price-to-earnings ratio) (9:34) Are valuations of the current #stockmarket too high? (10:20) (I talked about this in a previous block post here…) Here are the 3 reasons I think the current #stockmarket is so high Interest Rates (12:34) Accelerated corporate borrowing (14:00) (click for larger --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Money & Psychology – Part 3 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode So last week we covered 2 ways marketers have used tactics that influence us into decisions on how we spend our money. Go back and listen to episode 25 to play a little catch up as I want to move right into Part 3 discussing two additional tactics. “Pavlovian” Association “Pavlovian” Association -Th --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  Strong Considerations During Career Transition Podcast Series: Financial Literacy Boot Camp Link to Show Episode No matter how hard we try we all will be inevitably faced with a career transition–whether that be within the same company but a new position, a new company altogether or a complete career change and the ever so famous “starting your own business”. Having had my fair share of career transition I thought I’d share some of the things that successful career-changers have implemented. Here’s a list for your “consideration”… They consist of the following: Consider Cash Flow This is what will kill a new business quick if you are an entrepreneur. And it is not necessarily your business expenses, but your personal living expenses [that don’t stop] when you are --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Money & Psychology – Part 2 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode The 5 Ways to Spend Money So last week we discussed the 5 ways to use money.  And I invite you to go back and listen because you’ll need context for today’s discussion. Today I want to start uncovering some of the hubris that plays a part in that “manipulation”.   A lot of what I’ll be discussing going forward will be the synthesis of things IR --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details Podcast Title:  How Do the Rich Really Get Rich? Podcast Series: Financial Literacy Boot Camp Link to Show Episode Link to Latest Forbes 400 List What is Systematic Risk? So there is a term called systematic risk. And I have to cover this because it will give context on “how you get rich”. Systematic risk is the risk inherent to a “system”. Think of investing in the stock market and the risk that comes with investing in equities.  There are risks inherent to that type of investment that are unavoidable and non-diversifiable. This would be defined as the uncertainty associated with investing in this system. This is not to be confused with “systemic” risk which is risk similar to the collapse of 2009 where subprime mortgages almost took down the entire --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Money & Psychology – Part 1 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode The 5 Ways to Spend Money For the next few weeks, I want to discuss money and psychology.I’m going to begin this series with a concept I read in Ron Blue’s Book “Master Your Money”. And I’d like to use that as context to set up the first part of this discussion. He mentions a lot of things in this book and I highly recommend it for its principles and content. There are 5 ways to spend money he says: 1) Tax Payme --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Listening…The Advisor’s Best Tool Podcast Series: Financial Literacy Boot Camp Link to Show Episode Link to ThinkAdvisor Article The latest research suggests there are: * over 400,000 advisors in the US * over 164MM working adults (26-65) or “potential clients” Based on these numbers, every financial advisor would have about 400 families to serve, and everyone wanting financial services would have an advisor and every advisor that wanted to serve clients would have plenty of clients to make a good living. F --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Financial Idioms and What They Might Really Mean… Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode Today, our conversation is about the language we use around our finances. You may or may not believe that words are just containers for our emotional thoughts.  What we speak or say about something is truly how we feel it about.  Note:  Ever been around someone at Happy Hour and they start to reveal “TMI” (aka too much information)???? When it comes to our finances there are several things that we say or have heard --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Tools for Your Personal Development Podcast Series: Financial Literacy Boot Camp Link to Show Episode So on today’s show, I wanted to wind-up this series on “Solutions to the Career Transition” by talking about some things I have come across that will be helpful in your personal development. Understand the difference between the necessary and the important… * Very successful people say “no” a lot more than they say “yes” * Very successful people prioritize things that are necessary (essential to life or their purpose) and focus on those things.  Important things (relevant, but not essential) receive less attention.  This is key in avoiding distractions and maintaining your focus. To get a “return” on yourself, you have to “invest” in yourself…

Podcast Details: Podcast Title:  The Social Cartographer Series:  Monitoring Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode So last week we talked about “PRESCRIBING“…and today we’ll cover “MONITORING”. So a brief recap… In DIAGNOSIS we have to have a DESTINATION DECISION and DESTINATION ADJUSTMENTS.  This is inevitable.  Although possible, it is rare when you are traveling long distances that you won’t have to ma --- Send in a voice message: https://anchor.fm/dom-the-maven/message

radPodcast Details: Podcast Title:  Solutions to the Career Transition Problem: “Developing a Millionaire Mindset” with Brandon M. Williams Podcast Series: Financial Literacy Boot Camp (Video and illustrations available on our YouTube channel here.) Link to Show Episode * (3:07)–Brandon’s background and journey in college and professional football * (6:50)–Brandon’s transition from football to broadcasting; his mindset when leaving NFL and not reaching all his goals while playing in the NFL * (11:45) –Brandon’s perspective on wealth management and what drove his decision * (16:40)–Brandon takes us inside the NFL locker room; * (23:10) –Brandon and his passion for financial literacy and his partnership with Wisconsin’s new financial literacy legislation --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Social Cartographer Series:  Prescribing Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode So last week we talked about “DIAGNOSIS“…and today we’ll cover “PRESCRIBING”. Any good physician will diagnose prior to prescribing a solution/medicine/remedy for the patient.  I have a similar mindset when working with a financial planning client.  I believe gone are the days of a paradigm where advisers withhold information in a condescending manne --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Solutions to the Career Transition Problem: Discovering Passion from Adversity with Ernest Owusu Podcast Series: Financial Literacy Boot Camp (Video and illustrations available on our YouTube channel here.) * (1:25)–Ernest’s journey into football, his perspective as an undrafted free agent competing in the NFL and what it felt like when he started to realize the “business” part of being a player in the NFL; * (8:58)–the transition process he went through when an injury related to his sickle cell trait caused his premature exit from the league and what some of the crucial decisions he made during that time; * (11:05)–we also talked about his money habits (and where they came from) and the discipline he employed while being in the spotlight of the National Football League; and * (15:15) –we talk about what --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Social Cartographer Series:  Diagnosing Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. Link to Show Episode As we discussed a couple of weeks ago in “Decoding Our Money Messages“, there are belief systems that essentially act as the software program in our brains that have us carry out certain behaviors or decisions that produce a set of desired or undesired results.  For example, you may be that money is something that only the rich have because they take it from others, and therefore you find it hard to --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  What to Do Before You’re Gone Podcast Series: Financial Literacy Boot Camp (Video and illustrations available on our YouTube channel here.) So recently I created a little template that I like to call the “Financial Contentment Letter“.  And it is really a discussion starter and thought provoker for clients to start to take action on their estate planning.  This is a good document to go over before you create a will, medical & health care directives, or power of attorney because it helps you think through the things necessary in all those documents. So I wanted to take the time during this show just to walk through the rationale behind my creation of this document and some of the experiences I’ve had --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Decoding Our Money Messages – Part 2 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) Link to Show Episode George Kinder from 7 Stages of Money Maturity – (2:30) * The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life * page 5…”Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go a --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Strategies to Maximize Executive Compensation Podcast Series: Financial Literacy Boot Camp (Video and illustrations available on our YouTube channel here.) Powerpoint Slides In my previous positions and just through a lot of reading on executive compensation, we’ve developed an expertise.  So any of you listening out there that have executive compensation like RSUs, restricted stock, NSOs or ISOs, you want to give us a call so we can evaluate whether not you are maximizing your wealth potential and saving yourself money in tax liability.  Today, I’m going to share a little parable that gives a high-level overview of how we help our clients. In previous articles, we’ve have mentioned the importance of having a specific strategy to maximize your wealth bu --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Decoding Our Money Messages – Part 1 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) Link to Show Episode George Kinder from 7 Stages of Money Maturity – (3:30) * The Seven Stages of Money Maturity: Un --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  What Do You Need to Know Before Working with  a Financial Planner? Podcast Series: Financial Literacy Boot Camp (Video and illustrations available on our YouTube channel here.) Powerpoint Slides I really wanted to use this show as a way to update my article:  “Five Tips to Consider Before Choosing an Advisor”.  As an industry insider and one that has a concern for those that consume financial services, there are things you should know before working with a financial planner/advisor/professional. Some of this has been covered previously through the above-referenced article and

Podcast Details: Podcast Title:  How to Unlearn Fear Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) Today, we will be dealing with the subject of FEAR.  How does one unlearn fear?  What happens in between the stages of GOAL FORMATION and GOAL ACHIEVEMENT?  I’d argue that most people deal with different levels of “FEAR of the unknown” that may cause us to settle for not going after our --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Power of Compound Interest Explained Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides Today we’ll discuss a topic that almost all of us have heard of “Compound Interest“.  Over the past couple of weeks, I’ve had conversations with prospective clients and they mentioned finding a way to let “their money work for them”.  I realized they meant “compound interest”.  So today we’ll answer the questions of: * How does it work? (4:30) * Why is it so powerful? (8:50) * How do I take advantage of it? (14:10)

Podcast Details: Podcast Title:  Goals, Goals, Goals – Part 3 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) GOAL EXECUTION How do you execute?  Try this formula… * Start with the end in mind * Develop a strong “WHY” (in Goal articulation) * Put one foot in front of the other…rinse and repeat. * Revisit your why when times get tough (as often as necessary) * Move on from defeats and learn your lessons from failur --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Some Popular Questions and What They Mean Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides In episode 44, we discussed “Knowing Your Numbers” and this is a follow-up to that episode on some of the more popular questions I’ve come across. Questions/Issues We’ll Address on this Episode: Q) What is a good debt ratio and what is a bad debt ratio? (5:23) A) Most experts would say for every dollar of income you should have no more than 36 cents of debt.  This would be anything you have a payment on (house, car, etc.).  As I explained in episode 44 about knowing your numbers, underwriters will use 43% t --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Goals, Goals, Goals – Part 2 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) In GOAL ARTICULATION, you must… Start with the vision, write down what you think it will take you to get there, and finally, commit to the plan! This 3-step process is called GOAL ARTICULATION.  It creates the accountability system you need to accomplish whatever goal you are striving to achieve.  Generally speaking, my clients come to me with a picture --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Know Your Numbers:  The Most Important Financial Ratios/Formulas to Know Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides In episode 40, we talked about whether we were winning the fight for financial literacy and I made a comment about understanding certain financial ratios when it comes to your personal finance. Today,  I’ll cover some of the most important financial ratios and formulas to know that are crucial to your financial picture.  After this episode you should be able to take these financial ratios and formulas to get an indication of where you are when it comes to spending, saving or investing. Questions/Issues We --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Goals, Goals, Goals – Part 1 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)  The first step in reaching your goals is to DREAM.  The dream is the essence of your GOAL FORMATION. A common theme in our society is saving for retirement.  But where do you begin?  GOAL FORMATION. Spending some time on GOAL FORMATION is the first step in how you would attack how much money needs to be saved, such as: * What do you want your l --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Low-Down on Financial Advisor Credentials Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides Questions/Issues We’ll Address on this Episode: How many financial advisors are there?  (5:15) Per the BLS there are 249,400 (in 2014) of “financial advisors”. How many financial advisors are there?  (7:20) Natural Questions….Which one should I work with? Which designation is “better”? What are the qualifications to become one? How are they regulated? Top Down View on Advisors and their Specialty (8:15) What is a CFP and what are the requirements? (9:35) What is CFA and what are the requirements? (16:12)

Podcast Details: Podcast Title:  Using Money and Not Letting It Use You Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) * Journal of Financial Planning Tweet (2:35) Bloomberg View article * What does the research really show? (3:20) * What is our problem?  (5:40) * Making Better Financial Decisions Part 1,

Podcast Details: Podcast Title:   The Infamous 401(k) Rollover:  The Why and The How Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides Questions/Issues We’ll Address on this Episode: * There are two buckets of money…qualified or non-qualified (5:00) * What is a 401(k)? (6:00) * Is it mine?  (6:35) * Can I roll this into my new employer’s plan?  (10:35) * Can I still participate in my former employer’s plan?  (11:30) * How should I invest my  401(k)?  (12:33) * What is an IRA?  (15:35) * Why would I want to rollover my 401(k)? (17:00) * The steps to a 401(k) Rollover (19:00) #financialliteracy # --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Using Money and Not Letting It Use You Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) * The 3 Questions…(1:55)  -Why do I need financial success? -What will I do once it is obtained? -How will I pass on my financial success? Answers to these questions by you reveal the lenses through which you view money and will reveal other things about yourself if you choose to explore them. * What “space” does money take up in your life? (2:50)

Podcast Details: Podcast Title:  Solutions to the Career Transition Problem:  “Starting New Things” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: -We talk about Marques’ upcoming speaking academy and how attendance has tripled (2:10) -Marques’ advice on “fearing to fail” (3:48) -Marques’ newest endeavor….SURPRISE!!!  (7:40) -Another life lesson “unpacked” (14:40) -The lightning round:  what is Marques think about….(16:40) Solutions to the Career Transition Problem Series:  1st Interview, 2nd Interview, 3rd Interview, --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  What’s Your [Financial] Motivation? Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) So we just completed a series on developing our “money mindset” to address our attitudes and behavior with money.  I’d argue it is impossible to use something for its intended purpose if you don’t know it’s purpose.   Which constantly gives me something to talk about….but it occurred to me that I gave you the purpose of money in the last 3 podcasts on --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Are We Winning the Fight for Financial Literacy? Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Powerpoint Slides for the Presentation Questions/Issues We’ll Address on this Episode: The Question–“Are We Winning the Fight?” (2:25) What drives or influences our spending decisions?  (5:30) The influences that marketing has on us are undeniable.  We are constantly bombarded with the message of CONSUMPTION to, if not drive decision making, definitely influence our decision making. What is US consumer spending?(8:00) Domestic consumption of goods and services is near 70% (per the Bureau of Economic Analysis or the B --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Developing Your Money Mindset:  “You as Steward and Your Money as a Tool” Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) So we’ve been talking about developing your money mindset and we want to wrap things up today with how we should view money. Last week I talked about Marvel Comics and this week I’ll stay with the entertainment theme and talk about The Count of Monte Cristo--- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Evolution of the Retirement Landscape Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) Questions/Issues We’ll Address on this Episode: So I recently penned an article entitled:  “Executive Compensation:  A Guide to Building Wealth” (send me an email to get the article) and I wanted to use a podcast segment to take a high-level view at the purpose behind that article, and talk about the evolving retirement landscape that I’ve witnessed in my years of practice.  Per the Survey of Consumer Finances conducted by the Federal Reserve Board, the number one reason for individuals to save and invest i --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:   Developing Your Money Mindset:  Money as an Amplifier Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) In talking about  “Developing Your Money Mindset”, I want to begin this episode with an analogy to help unpack today’s discussion.  I watch the Marvel movies and Netflix series because I do enjoy the entertainment value of the movies and Netflix series.  And it occurs to me (and probab --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Challenges Facing Financial Advisors in the 21st Century with Special Guest Tywanna Smith Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: I discuss the challenges facing financial advisors in the 21st century with special guest Tywanna Smith of Athlete’s Nexus (on Twitter @AthletesNeXus) * Who is Tywanna Smith (2:25) * Tywanna talks about her idea behind writing  “Surviving the Ligh --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Developing Your Money Mindset:  “Money as a Tool” Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) We’ve covered a lot on the first seven episodes and now it is time to start talking about “developing your money mindset”.  Today is a topic that we’ll probably unpack over the next 3 or 4 episodes for the sake of being thorough.  So we’ll start with “developing your money mindset–money as --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Art of Personal Branding with Marques Ogden Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: -Branding -Social Media -Marketing -What to Include in your Digital Content Image (2:15) -Marques top social media sites for personal branding (5:04) -Differences in the use of social media across the age groups (7:30) -Most important aspect of your personal brand (10:50) -Is Twitter is optional? (13:45) -Marques’ tricks of the trades for building followers (15:05) -The obstacles that keep us from developing good personal brands (20:45) -Preview for segment on personal branding for Marques’ upcoming academy (26:35) #financialliteracy #persona --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Selling Ourselves Short Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION) Last week we discussed what “finding and doing what you love to do”.  After that show aired, I thought about how I should have dealt with the issue of how we “sell ourselves short” first.  So this will be a prequel of sorts.  You may not think that you sell yourself short, but if you dream less about what you want and could do, you are doing it. --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Importance of an Estate Plan:  “Transferring Your Wealth and Wishes” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: In today’s episode we continue the series we started about various case studies that I’ve come across and found interesting.  This week we’ll address the importance of an estate plan.  I think the general consensus from talking to many people is that they associate this level of readiness with something that has nothing to do with the importance of an estate plan.  What is the association?  I’m not going to die right now.  This association is misguided at best, and catastrophic at worst—I believe it is that they feel they have much longer to live and time to address the importance of an estate plan.  It also may --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Finding (and Doing) What you Love to Do Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. So last week we discussed what real or true financial contentment is and I broached a subject that I feel obligated to unpack just a bit. Because in order to have this true financial contentment that we are speaking about, you have spend your time doing what you love to do. Many of us can push past what we desire to do out of obligation to others.  But to be truly financially content, your resources (time, ta --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  The Retirement Solution: “Finding What You Love to Do” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few case studies that I’ve experienced in my years of practice around the subject of “retirement solutions”.  In addition to starting my own practice last year, I have had the benefit of serving about 600 families with another firm in the 6 years prior.  From that experience, I helped form several “retirement solutions” with several different financial planning strategies and techn --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  What is True Financial Contentment? Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. For the last few weeks we have discussed “Financial You” which was all about ASSESSING (identifying the gaps), ADDRESSING (owning your situation), ADJUSTING (changing your behavior) to ACHIEVE your ideal financial situation, I thought it would be appropriate to cover wha --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Solutions to the Career Transition Problem with special guest Marques Ogden Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: A discussion of “Solutions to the Career Transition Problem”and the tools needed by young athletes to effectively transition from the gridiron to the boardroom! Marques Ogden and I continue our conversation on “Solutions to the Career Transition Problem” by having a very candid discussion on the tools he used after leaving the NFL to begin his transition into the business world.  We discuss the development of his thought process, a strategic plan, and a business network to launch his next phase in life.  We also cover in the discussion practical examples on what business owners can do to boost their networks --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Financial You–Part 4 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. What makes up financial you?  Is it your money?  How do you feel about it?  Are you happy?  Are you content?  If you are or aren’t content do you know what is making you feel that way? I believe a lot of people ask these questions internally, everyday and don’t always have answers.  Here are 4 steps to uncovering answers to those type of questions. ASSESS, ADDRESS, ADJUST, ACHIEVE A brief review of the rubric.  These are the questions I believe a lot of people ask internally, everyday. --- Send in a voice message: https://anchor.fm/dom-the-maven/message