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Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)

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Manage episode 450904975 series 2901742
内容由Sam Oakes提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Oakes 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation!
Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on the relentless dedication required to thrive in this ever-changing industry. Learn how adapting to audience preferences is not just a luxury but a necessity to maintain relevance and engagement in today's fast-paced digital landscape.
We also tackle the intergenerational financial knowledge gap, focusing on those nearing retirement. Peter and I discuss how social media platforms like YouTube can be powerful tools for Financial planners to educate and establish trust. By addressing common concerns about retirement planning and financial management, Financial Planners can position themselves as credible sources while effectively generating leads. The conversation reveals the exciting potential for collaborations and lifestyle enhancements, especially for expats navigating their financial futures.
Finally, join us as we explore the shifting financial mindset among younger generations, who are increasingly drawn to entrepreneurial ventures over traditional careers.
We delve into the transformative power of defining personal goals, with Peter sharing insights on the advantages of being a financial planner or coach in a vibrant location like Dubai. Learn about the unique opportunities it presents, from tax benefits to global client reach, and the importance of pen and paper in crystallizing future aspirations. This episode promises a wealth of insights for those ready to redefine their financial paths.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

章节

1. Evolution of Financial Coaching Content (00:00:00)

2. Closing the Generational Financial Knowledge Gap (00:06:57)

3. Innovations in Financial Planning Services (00:12:12)

4. Navigating Growth and Career Challenges (00:22:40)

5. Financial Coaching for Global Mobility (00:32:28)

6. Exploring Financial Mindset Transformation (00:43:37)

215集单集

Artwork
icon分享
 
Manage episode 450904975 series 2901742
内容由Sam Oakes提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Oakes 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation!
Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on the relentless dedication required to thrive in this ever-changing industry. Learn how adapting to audience preferences is not just a luxury but a necessity to maintain relevance and engagement in today's fast-paced digital landscape.
We also tackle the intergenerational financial knowledge gap, focusing on those nearing retirement. Peter and I discuss how social media platforms like YouTube can be powerful tools for Financial planners to educate and establish trust. By addressing common concerns about retirement planning and financial management, Financial Planners can position themselves as credible sources while effectively generating leads. The conversation reveals the exciting potential for collaborations and lifestyle enhancements, especially for expats navigating their financial futures.
Finally, join us as we explore the shifting financial mindset among younger generations, who are increasingly drawn to entrepreneurial ventures over traditional careers.
We delve into the transformative power of defining personal goals, with Peter sharing insights on the advantages of being a financial planner or coach in a vibrant location like Dubai. Learn about the unique opportunities it presents, from tax benefits to global client reach, and the importance of pen and paper in crystallizing future aspirations. This episode promises a wealth of insights for those ready to redefine their financial paths.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

章节

1. Evolution of Financial Coaching Content (00:00:00)

2. Closing the Generational Financial Knowledge Gap (00:06:57)

3. Innovations in Financial Planning Services (00:12:12)

4. Navigating Growth and Career Challenges (00:22:40)

5. Financial Coaching for Global Mobility (00:32:28)

6. Exploring Financial Mindset Transformation (00:43:37)

215集单集

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