CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck

Published: March 31, 2021, 8 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\nToday we have Jacqueline Schadeck. Jacqueline, you are a Certified Financial Planner and Accredited Wealth Management Advisor currently practicing in Atlanta, GA at Sherrill, & Hutchins Financial Advisory, Inc. You\'ve also spent time on the FPA of Georgia board and the Kennesaw State University (your alma mater) Black Alumni Society. You are also a recent author of "MONEY PLANNING AND POSITIVITY: A GUIDE TO A BETTER FINANCIAL LIFE". I consider you one of the foremost IG personalities when it comes to someone that is doing it the right way and a role model for not just young planners but all planners.\\n\\xa0\\nToday we are going to discuss with Jacqueline as an outsider looking in at a young advisor getting started, your mindset, personal development, engaging on social media, and more! We will also ask Jacqueline about her perspective on the number of women in the financial industry profession, the barriers that they feel, and how to lower the barrier during your initial client meeting!\\xa0\\n\\xa0\\nShow Highlights:\\nHow did Jacqueline start her new year, what goals did she make and what changes did she make (3:09)\\nJacqueline\'s tips on ramping up your social media visibility (7:57)\\nHow to find your voice, but still keep your personal life private (14:27)\\nHow to overcome the Imposter Syndrome in the industry (16:23)\\nJacqueline\\u2019s advice on building your firm and career changes (20:44)\\nHow Jacqueline navigates the gender dynamics in the industry\\nJacqueline discusses her book and the four pillars of wealth (37:52)\\nJacqueline\\u2019s word of wisdom (40:16)\\nResources:\\nAre you a current or aspiring financial professional?\\xa0 Click here to receive tools that will help you become a next-generation financial professional!\\nWatch a video clip of this episode on our YouTube channel by clicking here.\\nTo receive a newsletter digest of Jumpstart community happenings, click here.\\n\\xa0\\nSubscribe to the podcast by clicking here.\\nWant to connect with me? Join my exclusive \\u201ctribe\\u201d by clicking here.\\nThanks again for listening, reading, and watching!\\n\\xa0\\nConversation Transcript:\\n00:00:00Dominique Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I\'m your host, Dominique Henderson and today\'s conversation is with Miss Jacqueline Schadeck. Jacqueline is a certified financial planner and accredited wealth management advisor currently practicing in Atlanta with Cheryl and Hutchins financial advisory. She is one of those that you will definitely want to jot down some ideas and nuggets from this podcast about finding your voice and holding your ground and financial services. If you look at her Instagram profile, you will immediately know what I\'m talking about. She has done so much in this space to really give planners a way to personally brand what you\'re doing as a financial planner, inside your nine to five, helping clients and showing an aspect of your personal life that helps clients realize that you\'re a real person. We dive into all types of topics in this conversation, including her own struggle with mental health and being very transparent about how to take care of yourself as a financial professional.\\xa0\\n00:01:17Dominique You won\'t want to miss this episode in this conversation. You\'ll definitely leave with takeaways for being able to find your voice and to hold your ground in the financial services profession. Let\'s go to the conversation. Welcome to another episode of conversations for financial professionals, the podcast where we\'re shaping the next generation of financial advice. Today we have my friend and colleague Jacqueline Schadeck, Jacqueline. You are a certified financial planner and accredited wealth management advisor currently practicing in the ATL at Sheryl Hutchins financial advisory. You spent some time on the FPA board of Georgia, Kenn'