Husband, Dad, Servant Leader, Empath, & Financial Wellness Advocate (TED Speaker, Entrepreneur, and Educator)
Concurrent Financial Planning and Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, I thoroughly enjoyed the conversation. We have to do it again. Cheers! Tune in... https://loom.ly/XgM9shI
Professor - Financial Planning & Mgmt, School of Business at Conestoga College
I'm excited to share my latest publication - a recent study on developing good financial habits has been published. Several of my K-State Personal Financial Planning Program colleagues (Ashlyn Rollins-Koons, Ph.D., CFP®Gregory Anderson, CFP®, MBA Nathan Collier MBA, CFP®Blake Gray) and I researched the crucial balance between financial knowledge and the development and maintenance of healthy financial behaviors like saving for the future. It builds on previous research by Rha et al.(2006) that used the behavioral lifecycle hypothesis to examine the relationship between self-control and savings. https://lnkd.in/gGGDPzzp
October is National Financial Planning Month, it's the perfect time to reflect on the intersection of daily habits and long-term financial success. #AllenandCompanyofFl #BlogSeries #FaithFamilyFinance #StainsbyHurleyTeam https://ow.ly/Ue2P50TNFlB
Check out our 'top rated' financial planner, Cathy Smith, in The Telegraph today, which contains the VouchedFor 2024 Guide to Top Rated Financial Advisers!
Improving quality of life through financial health | Co-Founder & Chief Revenue Officer at Nav.it
Gearing up for a new benefits cycle? Be sure to catch the brilliant Marco Diaz with Erin Papworth this Oct 9th at 1pm EST as they unpack financial benefits, comp and making financial health a core component of your strategy. #financialplanning #employeebenefits #workplacehealth #compensation #financialwellness
Join us for an exclusive webinar in celebration of World Financial Planning Day! Date: Wednesday, October 9th Time: 1 PM EST We are thrilled to welcome special guest Marco Diaz REGISTER HERE: https://lnkd.in/gMfdjunp Nav.it Maia Monell Erin Papworth Taylor Sundali Diana Butler Buxton Lenore Champagne Beirne
🎥 Preview a video clip taken from 'A Day in the Life of a Financial Planner, with Chris Thompson'! 🌟 To watch the full in-depth video as Chris talks through his day as a Financial Planner and learn more about Chris and his role, visit the link in the comments!
🎉 Excited to share my insights and engage with fellow financial planning professionals at the The Financial Planning Institute SA webinar. When telling people this week that I was doing a talk for the FPI... 💰everyone responded saying: "What? You're talking to the FBI!!?" 🔎😅 📈 But what a treat, to talk about my passion for the industry and findings from our latest research paper which highlights key opportunities to shape the future of financial planning. Stay tuned for further details on our latest research paper... #financialplanning #industryinsights #guestspeaker
In The College for Financial Planning's 2024 Survey of Trends, CFP® professionals lead in career satisfaction, confidence in speaking with clients and the impact of certification on growing their client base. That's why It's Gotta Be A CFP®. CFP Board #CFPPro #financialplanning
As you know, The College for Financial Planning®—a Kaplan Company has released our 2024 Survey of Trends, which explores the diverse experiences, interests, and viewpoints of professionals in the financial services industry. Head here to read the press release: https://bwnews.pr/3SzShsJ, and here to view the report: https://bit.ly/3vNfEUi
Fantastic Friday 🌅🇨🇦. Building Financial Foundations For Families To Empower Them Today And Leave A Legacy For Tomorrow. TAKE TIME TODAY TO PROTECT THEIR TOMORROW. ✅ Complementary Expert Financial Analysis 📝 Learn more about Experior Financial Group link🔗⏬⏬⏬. https://lnkd.in/gkstab7u
During a panel discussion, Vuledzani Dangale highlighted the significance of integrating emotional intelligence into financial planning. By understanding clients' biases and guiding them through market volatility, we can help them stay focused on their long-term financial goals. #BehavioralFinance #EmotionalIntelligence #ClientRelations #FPIConvention The Financial Planning Institute SA
Founder | CEO | Author | Speaker | Professor. Let your life lead your money. We help affluent GenX live life fully AND secure retirement confidently!
8moThank you for coming on the show and dropping gems, my friend! There's some bars people don't want to miss 💯