Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.
Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She’s also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.
Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.
René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.