More perspectives from the showing of the documentary ‘Uncharitable’ on June 12th, in Raleigh. These round table dinner discussions after the movie provide excellent insights- Thank you - Brandi Gerew, CAE, CMP ( NP Banking Expert & Senior VP at Pinnacle Financial Partners ) - Beth Powell Yerxa ( ED at Triangle ArtWorks ) - Hardin Engelhardt ( Chief Learning Officer, Marbles Kids Museum ) - Dave Klemp (ED at TREES FOR THE TRIANGLE ) Thank you also to the Core Team for bringing these showings Maggie Kane Danny Rosin Kristine Sloan Jordan Bowman Uncharitable Movie - video interview series by Localista
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MSFP, MCC, APFC®, FBS® The Mindful, Trauma Informed, IFS Trained Financial Coach The Financial Coach's Coach, Dynamic Speaker & Trainer, Navy Veteran, Lecturer @ Golden Gate University
Louis Barajas, MBA, CFP®, EA, CEPA is one of my earliest mentors and supporters in the personal finance field. He was the FIRST to focus on comprehensive financial planning for low income communities (I was the second) at a time when no one prioritized low wealth individuals and families. This conversation with Steve Sanduski, CFP® is sure to offer deep insights.
It’s very difficult to help someone who isn’t ready to accept your help. But we also need to work on the skills that will help us meet clients and prospects where they are in life. That emotional intelligence becomes even more important as our industry continues to improve its diversity and broaden the impact that we can have on a wider variety of people. On today’s show, Louis Barajas, MBA, CFP®, EA, CEPA discusses how the desire to make a difference in his own community transformed how he felt about financial services. He also shares some experiences that taught him more effective ways to reach people and improve their lives. https://lnkd.in/gAscBfke
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A more recent pick from our archives to celebrate our 25th anniversary, a show we filmed in collaboration with ausbiz and Adviser Ratings in 2023 - Wicked Problems, Visionary Investors. A mix of industry experts and financial advisers, exploring how to solve some of the biggest problems we face. This is the trailer to the pilot episode, discussing how to get more people to financial advice. Hosted by our ceo Vanessa Stoykov, the episode starred Sarah Abood Steve Davison Kim Payne Shayne Sommer Deborah Kent Financial Advice Association Australia (FAAA) #wickedproblems #financialadvice
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Jo Ann Barefoot joins RegFi hosts Jeremiah Buckley and Sasha Leonhardt for a conversation about the challenges in modernizing financial regulation and the potential for technology to facilitate a more fair, inclusive, and resilient financial system. Jo Ann, founder and CEO of the non-profit AIR - Alliance for Innovative Regulation, shares her insights on structural hurdles for government agencies adopting new technologies, the importance of cross-sector and international collaboration, and opportunities to accelerate innovation through initiatives like TechSprints and regulatory sandboxes. Listen now: https://bit.ly/RegFiEp6
Episode 6: Modernizing Financial Regulation with Jo Ann Barefoot | RegFi Podcast
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The top money-saving hack I've mastered this year is meal prepping on Sundays. 🛒💡 What about you? Let's swap money saving hacks! Comment below with your favourite brilliant money-saving tips! 💬💡 #MoneySavingHacks #ShareAndSave #SmartMoneyMoves
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Meet the NJM Team! Since adding James Jurica to our team and creating a partnership, we’re able to offer a full array of tools to take care of our clients during this volatile time. Watch video: https://lnkd.in/gBuCaGcu #NicolasMcLeod #FinancialPlanning #InvestmentAdvice #RetirementPlanning #WealthManagement
Video with James Jurica
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In the latest episode of The Economic Times 'ET Circle' our Managing Partner Cyril Shroff discusses the significance of “purity of purpose” as a guiding principle in life and work, how staying true and committed to one’s purpose steers individuals towards success and more. Watch the promo for this upcoming video at https://lnkd.in/dig9zf3K Stay tuned! #ETCircle #TheEconomicTimes #ThoughtLeader #LeadingLawFirm
#ETCircle | Cyril Shroff
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A couple of weeks ago, I shared some lessons I've learned from talking to women about their relationship with money in our Honest Story shoots here at Propelle. Some weeks have past and I've conveniently forgotten to post mine.. 🙈 Having asked so many women to come forward and share their stories, why am I not the first one to post about mine? Well the truth is, it feels very vulnerable. In 2023, it still feels hard to speak about money. It's something we've been told to keep to ourselves and not share with even our closest friends and families. 🙊 But I think this is wrong. I even think this plays a bigger part than we think in the financial gap between men and women. Women talking about money is the first step to breaking down financial barriers and access a wealth of information in the form of other women's experiences. 👭 So here we go, I still feel very vulnerable doing it, but here is my Honest Story about money: https://lnkd.in/epxruZXd Who's up to come and tell theirs next? 💪 And by the way, you should check out how good they look embedded in the Propelle platform! More on that next week ;)
Honest Stories with Ariane Marie
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Theo Von Net Worth: Exploring the Comedian's Financial Success Theo Von, a name synonymous with sharp wit and comedic brilliance, has carved a unique niche for himself in the entertainment industry. From his humble beginnings to becoming a household name in comedy, Von's journey is not only a testament to his talent but also reflective of his financial success. In this article, we delve into Theo Von's net worth, tracing his career milestones and the factors contributing to his financial standing. Read more https://lnkd.in/enafErjw
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The top money-saving hack I've discovered this year is skillfully mastering the art of DIY. 🛒💡 What about you? Let's swap money saving hacks! Comment below with your favourite savvy money-saving tips! 💬💡 #MoneySavingHacks #ShareAndSave #SmartMoneyMoves
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Our own Ernestine, Dottie Cole, is LOVING your "How May I Help You?" questions....so keep 'em coming! Haven't seen the series yet? Head on over to our YouTube channel (link is below) and see the last two weeks of questions. We will be answering more, so if you have a question you would like to ask, comment below and KEEP WATCHING! https://buff.ly/3y1gMbG #fcfplanning #familywealthorganizer #compassconsultingfl
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