CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yanez, MA, CFP, RLP

Published: Aug. 24, 2022, 7:06 p.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\n\\nOn today\'s livestream episode we have Diana G. Y\\xe1\\xf1ez.\\n\\xa0\\n\\nDiana G. Y\\xe1\\xf1ez, CFP\\xae, RLP\\xae (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry build confidence in their money decisions.\\nBeyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. By providing this service in a group setting participants get to learn from other\\u2019s experience in a supportive environment.\\nBefore founding All the Colors, Diana worked as a financial planner, business analyst, demographer, and in social work. She is a digital nomad living and traveling in Latin America, when not visiting friends and family in the United States. You can regularly find her reading, dancing salsa, and hiking.\\n\\xa0\\n\\n\\n\\nIn our discussion we talked about:\\xa0\\xa0\\n\\U0001f399\\ufe0fDiana\'s story 6:05\\n\\U0001f399\\ufe0fWhy Diana started using the group coaching model for financial advice 7:15\\n\\U0001f399\\ufe0fThe difference between financial coaching and financial planning 9:09\\n\\U0001f399\\ufe0fHelping clients move towards the right behaviors 11:15\\n\\U0001f399\\ufe0fDiana\'s background as a career changer helped her make the transition 12:50\\n\\U0001f399\\ufe0fHow does group coaching actually work? 15:45\\n\\U0001f399\\ufe0fSample questions to get to the root of the clients\' problem 21:35\\n\\U0001f399\\ufe0fStructuring a group coaching program 22:36\\n\\U0001f399\\ufe0fTradeoffs of group coaching vs. 1 on 1 25:33\\n\\U0001f399\\ufe0fWhy Diana picked CFP but started financial coaching 26:45\\n\\U0001f399\\ufe0fExploring your why and values to find your passion in this industry 29:40\\n\\U0001f399\\ufe0fWhere is the industry headed--3 things to consider: People, Convenience and Technology 32:10\\n\\U0001f399\\ufe0fThe reputation of the financial services industry 38:10\\n\\U0001f399\\ufe0fQ&A: When to study for the CFP exam? 40:55\\n\\U0001f399\\ufe0fQ&A: When should you enroll in a CFP program? 44:00\\n\\U0001f399\\ufe0fQ&A: How do you explain the value of financial planning to clients 47:35\\n\\xa0\\nResources:\\n\\nReach out to Diana: https://allthecolors.net/\\nhttps://www.linkedin.com/in/dianagyanez/\\n\\xa0\\nBook Recommendations from this episode\\nLife Planning for You - George Kinder\\nIt\'s Not About the Money - Brent Kessel\\nSo You Want to Be A Financial Planner - Nancy Langdon Jones\\n\\n\\xa0\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.\\nJoin our weekly newsletter, click here.\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\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.\\nPlease leave a review right now, click here.\\nThanks again for listening, reading, and watching!'