
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation
Lebajoa Mådçhïld Thi
Description
<p class="MsoNormal">In Episode #03 of NAPFA Nation, <a href= "https://www.linkedin.com/in/elizabethjetton/" target="_blank" rel= "noopener">Elizabeth Jetton, CFP®</a>, shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991, and served as President of <a href="https://www.financialplanningassociation.org/" target= "_blank" rel="noopener">The Financial Planning Association</a> in 2004. In 2010, she retired from her financial planning practice to focus on consulting to financial planning firms and teaching. Today she helps advisors and firms build thriving client-centered practices, processes, services and deliverables. She is on the faculty of <a href="https://www.ggu.edu/" target="_blank" rel= "noopener">Golden Gate University</a> where she teaches Personal Financial Planning – a role she began in 2015.</p> <p class="MsoNormal"><strong>Jetton tells us:</strong></p> <ul> <li class="MsoNormal">How she got started in the financial planning space and what she’s doing now as a part of her encore performance</li> <li class="MsoNormal">Why having a good mindset is an important part of a happy life and a successful career</li> <li class="MsoNormal">The most important thing for young planners to consider as they chart their career path</li> <li class="MsoNormal">How to change the conversation with women about money and finances to empower, educate and engage more effectively</li> </ul> <p class="MsoNormal"><strong>Key points:</strong> Model what’s possible. Sometimes life has its own agenda; the path is not always linear or clear. Just keep walking in the direction that feels right – and as you walk through what may feel like a foggy landscape, watch for and be open to serendipitous surprises. Keep showing up and consider that happenstance can be a good thing. As we move through the seasons of our careers, contin
Uploader
Episodes
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation
Lebajoa Mådçhïld Thi