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

Conversations for Financial Professionals

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?

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