Jon Dauphiné's guest appearances

Jon Dauphiné

LifeBlood

Certificant Connections

The Evolving Advisor Podcast

The Fuse Show

Domenic Rinaldi

Travis Parry

Ron Carson

Kirk Chisholm

Michael Young

Dominique Broadway

Lee Kearney

Veena Jetti

Kris Benson

David Kolbe

Nir Eyal

Scott Young

Michael Bungay Stanier

David Burkus

Nadine Artemis

OwlTail

In this episode, Jeff and Jon discuss: • Jon’s early experience working with clients in pro bono work and how it has aligned with his career.• How the Foundation for Financial Planning assists those who may not otherwise have access to financial planning resources.• Weaving personal finance lessons in throughout a child’s life.• Most common financial challenges and solutions for those in vulnerable groups.Key Takeaways: • A lot of coaching and mentoring in the programs provides good reinforcement and encouragement that can strengthen those in the program.• Too many people don’t have a basic grounding in financial skills.• The US financial landscape can be complicated with greater risk landing on the shoulders of the individual. Financial planning can assist with securing a financial future.• Bringing in a financial advisor early, especially with medical diagnoses, can help to ensure plans are in place to best financial prepare you in the event of a challenge."My concern is that folks are not prepared for [the increased risk on the individual]. They don’t have the education, they don’t have the information, they don’t have an easy way to access an expert advisor." —  Jon Dauphiné

In this episode, Jeff and Jon discuss: • Jon’s early experience working with clients in pro bono work and how it has aligned with his career.• How the Foundation for Financial Planning assists those who may not otherwise have access to financial planning resources.• Weaving personal finance lessons in throughout a child’s life.• Most common financial challenges and solutions for those in vulnerable groups.Key Takeaways: • A lot of coaching and mentoring in the programs provides good reinforcement and encouragement that can strengthen those in the program.• Too many people don’t have a basic grounding in financial skills.• The US financial landscape can be complicated with greater risk landing on the shoulders of the individual. Financial planning can assist with securing a financial future.• Bringing in a financial advisor early, especially with medical diagnoses, can help to ensure plans are in place to best financial prepare you in the event of a challenge."My concern is that folks are not prepared for [the increased risk on the individual]. They don’t have the education, they don’t have the information, they don’t have an easy way to access an expert advisor." —  Jon Dauphiné

Ep 013: Jon Dauphiné: The Foundation for Financial Planning and Pro Bono Work in the Financial Planning Industry

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.   Financial planners are known for helping their communities. In this episode, Jon Dauphiné of the Foundation for Financial Planning talks about the benefits of pro bono work, the role of the Foundation and how financial planners can get involved.   Key Takeaways [:20] Dan Drummond welcomes John Dauphiné to the podcast, and asks him to talk about a bit more about the Foundation and its work. [1:17] Is there any training required in order to participate in the Foundation’s activities as a CFP professional? [2:05] John touches on some of the reticences that are heard and if they are really founded. [2:44] Dan asks how people can get involved and what kinds of organizations need help. [4:38] John shares a story of how a CFP professional managed to change a veteran’s life through the Foundation. [6:23] What if someone wants to help out financially? [7:10] Dan thanks John for sharing some of the great work the Foundation does, and for coming on the podcast.   Thank you for listening to another episode of Certificant Connections, for more information, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit  iTunes to subscribe, rate and leave us a review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode Certified Financial Planner Board of Standards  CFP Registered Programs Conference Foundation for Financial Planning NAPFA   More about your hosts  Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board)   John Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in January 2016, where he leads FFP’s efforts to power pro bono financial planning by supporting efforts that link volunteer financial planners to people in need, providing them with free, quality advice to improve their finances and their lives. Prior to the Foundation, Jon served 15 years at AARP, an organization with over 37 million members, the last eight years as its Senior Vice President of Education and Outreach.    John Dauphiné at the Foundation for Financial Planning

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. Financial planners are known for helping their communities. In this episode, Jon Dauphiné of the Foundation for Financial Planning talks about the benefits of pro bono work, the role of the Foundation and how financial planners can get involved. Key Takeaways [:20] Dan Drummond welcomes John Dauphiné to the podcast, and asks him to talk about a bit more about the Foundation and its work. [1:17] Is there any training required in order to participate in the Foundation’s activities as a CFP professional? [2:05] John touches on some of the reticences that are heard and if they are really founded. [2:44] Dan asks how people can get involved and what kinds of organizations need help. [4:38] John shares a story of how a CFP professional managed to change a veteran’s life through the Foundation. [6:23] What if someone wants to help out financially? [7:10] Dan thanks John for sharing some of the great work the Foundation does, and for coming on the podcast. Thank you for listening to another episode of Certificant Connections, for more information, visit our <a href="https://www.cfp.net/" rel="nofollow" target="_blank">website</a> and check out our <a href="http://www.letsmakeaplan.org/" rel="nofollow" target="_blank">blog</a>. To submit questions, email us at <a href="mailto:podcast@cfpboard.org">podcast@cfpboard.org</a>. If you enjoyed the show, we hope you visit <a href="https://itunes.apple.com/us/podcast/certificant-connections/id1453918373?mt=2" rel="nofollow" target="_blank"> iTunes</a> to subscribe, rate and leave us a review. Join us next time for another edition of Certificant Connections. Mentioned in this episode <a href="https://www.cfp.net/" rel="nofollow" target="_blank">Certified Financial Planner Board of Standards</a> <a href="https://www.cfp.net/for-education-partners/college-degree-certificate-programs/registered-program-conference" rel="nofollow" target="_blank"> CFP Registered Programs Conference</a> <a href="https://foundationforfinancialplanning.org/" rel="nofollow" target="_blank">Foundation for Financial Planning</a> <a href="https://www.napfa.org/" rel="nofollow" target="_blank">NAPFA</a> More about your hosts <a href="https://www.cfp.net/about-cfp-board/staff/staff-details/dan-drummond" rel="nofollow" target="_blank"> Dan Drummond</a> is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board) <a href="https://www.linkedin.com/in/jondauphine" rel="nofollow" target="_blank">John Dauphiné</a> was named CEO of the Foundation for Financial Planning (FFP) in January 2016, where he leads FFP’s efforts to power pro bono financial planning by supporting efforts that link volunteer financial planners to people in need, providing them with free, quality advice to improve their finances and their lives. Prior to the Foundation, Jon served 15 years at AARP, an organization with over 37 million members, the last eight years as its Senior Vice President of Education and Outreach. <a href="https://foundationforfinancialplanning.org/who-we-are/staff/" rel="nofollow" target="_blank"> John Dauphiné at the Foundation for Financial Planning</a>

Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné

On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer! For the Difference Making Tip, scan ahead to 14:06. You can learn more about Jon at FoundationForFinancialPlanning.Org, LinkedIn, Facebook, and Twitter. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer! For the Difference Making Tip, scan ahead to 14:06. You can learn more about Jon at <a href="https://foundationforfinancialplanning.org/" rel="nofollow" target="_blank">FoundationForFinancialPlanning.Org</a>, <a href="https://www.linkedin.com/in/jondauphine/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.facebook.com/FoundationforFinancialPlanning/" rel="nofollow" target="_blank">Facebook</a>, and <a href="https://twitter.com/PowerProBono" rel="nofollow" target="_blank">Twitter</a>. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, or contact George by clicking here.

Pro Bono Planning with Jon Dauphiné