CFFP #38 - Realizing the Benefits from Diverse Opinions Inside Financial Services ft. Stephanie McCullough

Published: Oct. 27, 2021, 9:03 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\nToday\\u2019s conversation is with Stephanie McCullough. \\xa0\\nStephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. She has found that women \\u201cof a certain age\\u201d are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And she believes the traditional financial services industry is ill-equipped to handle this problem. She and her team provide non-judgmental, holistic financial planning as well as investment management, and are devoted to helping their clients build confidence, resilience, and joy in their lives. It\\u2019s not just about the money!\\nIn this conversation we cover:\\nHaving a more open mindset around diverse opinions and \\xa0how to look at something differently;\\nUnlearning what you think you know and being open to other viewpoints, even if they are different from your own;\\nHow \\xa0there is no \\u201cone-size fits all\\u201d approach in financial services;\\nHow organizations can reap the benefits of diverse opinions; and\\nPreparing the next generation for delivering financial advice\\nResources:\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!\\nListen to previous podcast episodes, clicking here.\\nTo receive a newsletter digest of Jumpstart community happenings, click here.\\n\\xa0\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.\\nWant to collaborate? Click here.\\nIf you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\n\\xa0\\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\\n\\xa0\\nPlease leave a review right now, click here.\\n\\xa0\\nThanks again for listening, reading, and watching!'