• CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

  • Nov 23 2022
  • Length: 51 mins
  • Podcast

CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

Listen for free

View show details

  • Summary

  • Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

    Stephen Schiestel is currently the Frederick S. Addy Professor of Practice in Finance at the Eli Broad College of Business at Michigan State University. He received his MBA in 1998 from Michigan State University and a B.B.A. in Finance from the University of Michigan-Flint in 1991. Schiestel teaches undergrad and grad students in Security Analysis, Valuation, Financial Planning and Wealth Management and Corporate Finance. He is the director of the College’s Financial Planning and Wealth Management programs. He has won several teaching awards including winning the Executive MBA Teaching Award four times. Prior to coming to Michigan State, Schiestel held management positions in the Wealth Management Division of Citizens Bank, now part of Huntington Bank.

    In this episode, you'll discover:

    🎙️Stephen's story and origin in financial planning

    🎙️The 3 things it will take for tomorrow's financial professional to be successful

    🎙️Is it ever too late to begin a career in financial services

    🎙️How are you going start the job as sales or something else?

    🎙️Placing 80% of students in independent jobs...

    🎙️How best to overcome obstacles that are faced by aspiring financial professionals

    🎙️In your own words, what does the phrase "financial planning profession" mean to you?

    Resources:

    Are you a current or aspiring financial professional? Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here.

    Join our weekly newsletter, click here.

    Don'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.

    And, 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.

    Please leave a review right now, click here.

    Thanks again for listening, reading, and watching!

    If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available