• CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland

  • Nov 16 2022
  • Duración: 50 m
  • Podcast

CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland

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  • Resumen

  • Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

    Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Department of Finance, College of Business at The University of Akron. The program is registered with the CFP Board of Standards. He oversees program development, financial planning industry relationships, assists with student recruitment, and advises the industry-affiliated student organization. His teaching includes personal finance, corporate finance, financial planning fundamentals and the financial planning capstone course. He has led efforts to make financial planning technology available to universities. His research includes the use of financial planning technology and life insurance consumer behavior. Dr. Mulholland is the Founder of Diversitas: Expanding Diversity in Wealth Management, a symposium that brings industry professionals together with career influencers and high school and university students to discuss why and how the wealth management industry and financial planning profession can become more inclusive. He is a member of the recipient class of the ThinkAdvisor.com LUMINARIES 2021 Award for Diversity & Inclusion Programs, a 2022 finalist for the Investment News Diversity, Equity, & Inclusion Diversity Champions Award, and a 2022 RIA Intel Awards Industry Advocate of the Year finalist.

    In this episode, you'll discover:

    🎙️Dr. Mulholland's story and origin in financial planning

    🎙️Practical advice for the aspiring financial professional

    🎙️How traditional and non-traditional students are coping with the transition into financial services

    🎙️What makes an effective financial planner

    Resources:

    diversitasfp.org

    Let Your Life Speak by Parker Palmer

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