Continuing Education, and Financial Therapy with Josh Harris

Episode: 010

 

In this episode of Maximum Advisor, Chip is joined by Josh Harris, who is a Lecturer and the CFP® Program Coordinator at Clemson University to discuss his own unique path to his current career, the importance of continued education for financial professionals as well as the concept of 'Financial Therapy'.

Josh began his career working at the PNC Bank branch on the Clemson University campus, helping students learn about budgeting and managing their credit. Josh hosted workshops and webinars, after which he was approached by a Clemson faculty member about an opening to teach personal finance. After jumping at that opportunity, the University approached Josh just a few weeks later about coordinating the CFP program. Since taking over as Coordinator, the CFP program has grown from 25 students in 2016 to over 100, with a goal to graduate 35 students per year ready to lead in the finance industry.

Tune in as Chip and Josh discuss:

  • What is the most important way an advisor can develop themselves to better serve their clients?
  • Is the CFP® the most important kind of continuing education that an advisor can pursue?
  • How to not get lost in the 'alphabet soup' of FINRA certifications and pick the most impactful ones for you.
  • What is 'Financial Therapy' and why is this a field to watch?
  • How can continuing education benefit even the most experienced, successful advisors?

 

The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup

And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

 

 

Related Resources

You Need a Niche – How to Specialize with Post-CFP Designations

There are a lot of financial advisors in the market. It’s a crowded field. Lately, the Certified Financial Planner (CFP) designation has transitioned from a “nice to have” credential to quickly become the minimum standard for many financial advisors. But, while it’s great to have earned it, having those coveted “CFP” letters is no longer the differentiator that it once was. So, what comes after your CFP?   Read more >

6 Ways Young Financial Advisors Can Gain Credibility with Older Clients

We’ve all been there before: you’re young, maybe you just graduated, maybe this is your first job out of college. In many cases, you’re younger than the clients you’re advising. For many financial advisors just starting out, age is more than just a number, it’s a potential roadblock when it comes to connecting with older clients.  Read more >

How to Build Your Financial Practice Dream Team

Being a financial advisor means that you have to develop an authentic relationship with your financial clients. Unlike other services where your interactions could be limited to one or two meetings, you will have to establish an ongoing rapport with your clients to ensure they are getting everything they need. Read more >

Screen Shot 2019-11-01 at 3.18.46 PM

Josh Harris, CFP®, AFC®

Lecturer
CFP® Program Coordinator
Clemson University 

 

Josh joined the Clemson faculty in January 2016, after a career in Financial Services and Planning with PNC Bank. Josh is a Certified Financial Planner (TM)and an Accredited Financial Counselor in good standing. He is a member of the National and South Carolina chapters of the Financial Planning Association, Financial Therapy Association & Association for Financial Counseling and Planning Education. In addition to his professional associations, Josh sits on the United Way of Pickens County Financial Capability Committee, sits on the Board of Directors for the SC Financial Planners Association, and on the Board of Directors of the Financial Therapy Association.