Finpln 2080 - n/a PDF

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In FINPLN 2080 9/4/19 - Career tips of the day o Michael Kitces, CFP o How are you doing – Kevin Knobloch, CFP o Name tag location  On the right o Salt and pepper o Write thank you notes - Establish and define the client relationship o Related to the “T” word (trust) o Address clients formally or informally o Whose values? o Whose risk tolerance measures o For journal, take one on PFP website  http://pfp.missouri.edu/research IRTA.html o What type of learners?  See what I mean or imagine that  Use  Pays attention to every word  Use  Data suggest that 65% are o Respecting time of client  Start  End  Length -

For Journal o Enter at least 3 items you found most useful from chapter 1 of Dalton

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Financial planners/advisors o Who can call themselves one? o What is considered to be the “gold standard” credential? o Credibility o 4 “E”s o For journal, check out www.cfp.net  Mentor  Career day For journal check out www.afcpe.org and search afc o What are other credentials that one might have?  Gerard Hempstead, CFP, CbFC, CLU, CPA, CASL  Helen Graf, CFP, CDFA

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Financial Industry Regulatory Authority (FINRA) o www.finra.org o Jornal

9/11/19 - Guest speaker o Representing financial planning association  Primary aim  “To elevate the profession that transforms lives through the power of financial planning”  Strategic directive  “to be the indispensable resource for CFP professionals”  Over 23,000 members worldwide.  86 Chapters  60 student communities o 12 new communities in 2018  Value lines  Advocacy o Engage in protecting members practices and guiding the profession  Business support o Enhance ability to build and manage practices  Community o Members connect and learn from their peers  Education o Authoritative source to fulfill members education and professionals  What is advocacy  Focused on the recognition and regulation of financial planners o Fiduciary standard  Engage at both local and national levels

9/18/19 Mary Dorn Speaker -

PFP assistant teaching prof. and undergrad academic advisor 30+ years of financial services industry experience Has never met a dog she didn’t love

Nailing The Career Fair - Interviewing basics

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o Be timely, prepared, genuine and gracious o Dress appropriately o Professionalism is key o Learn how to sell yourself o Every interview is a learning opportunity o Think outside of the box o PRACTICE Resume o Never embellish or lie on a resume o Accomplishments – key initiatives o Taylor to fit the job o Have references – talk to these folks  ABOUT ME Types of interviews o Phone o Video o Individual face to face o Group face to face o Lunch/dinner o Networking event/conference Who is interviewing whom? o Understand where the company is coming from o What do you want in an ideal position? o Questions to ask o Questions to stay away from o What to do if you are interested in the position o What to do if you are NOT interested in the position o Admin is important. Schedules AFTER the interview o Thank you notes  Also to admin o Follow up o If not chosen for the position o NEVER BURN A BRIDGE o If offered the position  Then can start negotiating o If you are the person doing the interviewing  Be gracious and remember what its like to be interviewed

9/25/2019 Tips of the day – ask other speakers  Dress – Teri Fontenot, top health care CEO

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Interview – Don Minor, Merrill recruiter Referring to age o Woman’s hands Have a coach/mentor Write thank you notes – some of you are in the C suite Team member – mentioned before but worth again Merrill executive asked “what is the worse trait seen in an interview?” o Learn the “art of tooting your horn w/o blowing it” Never burn bridges – do things the right way Importance of timeliness o 10-15 minute rule Deal with rejection

Emotional intelligence of quotient (EQ)  Individuals ability to identify, evaluate, control, and express emotions.  People with high EQ usually make great leaders and team players o Because of their ability to understand, empathize, and connect with the people around them  Add to journal Behavioral Finance  How well you (clients) do with money predominately depends on behavior choices 11/6/19 Bill Costello - Vice pres - Prevcious experience in the banking industry and brand development - Lived in como for over 30 years Matthew smith - Service supervisor (MU university club) - Sommelier - Certified etiquette instructer Work from outside in - Table setting - Salt and pepper - Bring food to you don’t lean - Be observant Posture - Alert, relaxed, elbows in - Feet pointed towards who you are talking to - Include everyone in convo - For handshake, L should interlock - Conversation: figure out what the other person wants to tlak about - Phones: not out at the dinner table

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Name tag on the right

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Plate, napkin, drink all in left hand

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