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Best Dominique Henderson Cfp podcasts we could find (updated January 2020)
Best Dominique Henderson Cfp podcasts we could find
Updated January 2020
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Hi, I’m Dominique (pronounced dah-muh'-neek) and I live in Dallas, TX!I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment. As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
 
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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 mo…
 
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 tackl…
 
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…
 
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 …
 
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,…
 
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 decisio…
 
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 n…
 
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 …
 
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 p…
 
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 …
 
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 s…
 
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 toda…
 
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-…
 
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 pre…
 
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 coup…
 
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…
 
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 shoul…
 
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 finan…
 
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…
 
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 …
 
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" re…
 
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 cover…
 
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 …
 
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 ✅ U…
 
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 pas…
 
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…
 
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 de…
 
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 conversat…
 
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 …
 
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 re…
 
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…
 
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 e…
 
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 questi…
 
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 a…
 
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 …
 
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 Home…
 
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 is…
 
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…
 
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 j…
 
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 cha…
 
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 clie…
 
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…
 
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 fina…
 
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 ter…
 
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…
 
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…
 
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 co…
 
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 …
 
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…
 
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…
 
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