Mike Dabadie's guest appearances

Mike Dabadie

Certificant Connections

Matt Aaron

Kevin Keller

John 2019

Jon Dauphiné

Fred Reish

Susan John

Jocelyn Wright

Drinker Biddle

Leo Rydzewski

Maureen Thompson

Jillian Nel

Barb Roper

Jason Gudenius

Sean Neary

OwlTail

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! Each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Dan Drummond and Kevin Keller talk with Mike Dabadie about CFP Board advertising campaign and branding.   Key Takeaways [:20] Dan Drummond is joined by co-host Kevin Keller, COE of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies, a leading research strategy firm. [1:02] Dan opens up the conversation with Kevin by going over exciting recent events at CFP Board. [4:16] Yes, there was even a College colors tailgate! [4:33] Kevin talks about the Certificant Connections — a sort of town hall meeting — that takes him on the road three or four times a year to meet with CFP® professionals and hear what’s on their minds. [6:48] Dan turns over to Kevin and Mike to begin today’s conversation about the public awareness campaign. [8:38] Kevin asks Mike to go over what the brand brief was like when planning the campaign. [10:26] Mike goes over the in-depth research he did and what people — both on the consumer side and the CFP® professional side — he talked to in order to begin raising awareness. [12:53] What is the CFP® brand promise now, as opposed to what it used to be? [14:58] Mike shares the three reasons consumers want to work with a CERTIFIED FINANCIAL PLANNER™. [16:04] Kevin asks Mike to dig into the importance of the “Confidence Today” aspect of the CFP brand promise. [19:52] After all that work, how does the research relate to the current campaign — the answer is broken down into two important points. [23:22] Kevin summarizes the budget used for the campaign. [23:59] Dan highlights the fact that the money was very efficiently used by quoting investmentnewsstory.com [25:00] Kevin and Dan give the floor to Mike as well as Heart+Mind Strategies, a leading research and strategy firm based in DC. [26:16] Kevin answers some reader questions. [28:00] Dan and Kevin thank Mike for coming on the podcast and breaking down the research and strategy surrounding the current CFP® brand and campaign.   Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, 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  Apple Podcasts,  Spotify,  Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode Certified Financial Planner Board of Standards Heart+Mind Strategies Financial Planning Coalition  ARC — Academic Research Colloquium  RPC — Registered Programs Conference Center for Financial Planning Mass Affluent  Investment news story on clicks for CFP  CPA  CFA   Bios  Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).    Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).   Mike Dabadie is CEO and Managing Partner at Heart+Mind Strategies.

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! Each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning. Dan Drummond and Kevin Keller talk with Mike Dabadie about CFP Board advertising campaign and branding. Key Takeaways [:20] Dan Drummond is joined by co-host Kevin Keller, COE of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies, a leading research strategy firm. [1:02] Dan opens up the conversation with Kevin by going over exciting recent events at CFP Board. [4:16] Yes, there was even a College colors tailgate! [4:33] Kevin talks about the Certificant Connections — a sort of town hall meeting — that takes him on the road three or four times a year to meet with CFP® professionals and hear what’s on their minds. [6:48] Dan turns over to Kevin and Mike to begin today’s conversation about the public awareness campaign. [8:38] Kevin asks Mike to go over what the brand brief was like when planning the campaign. [10:26] Mike goes over the in-depth research he did and what people — both on the consumer side and the CFP® professional side — he talked to in order to begin raising awareness. [12:53] What is the CFP® brand promise now, as opposed to what it used to be? [14:58] Mike shares the three reasons consumers want to work with a CERTIFIED FINANCIAL PLANNER™. [16:04] Kevin asks Mike to dig into the importance of the “Confidence Today” aspect of the CFP brand promise. [19:52] After all that work, how does the research relate to the current campaign — the answer is broken down into two important points. [23:22] Kevin summarizes the budget used for the campaign. [23:59] Dan highlights the fact that the money was very efficiently used by quoting <a href="http://investmentnewsstory.com" rel="nofollow" target="_blank">investmentnewsstory.com</a> [25:00] Kevin and Dan give the floor to Mike as well as Heart+Mind Strategies, a leading research and strategy firm based in DC. [26:16] Kevin answers some reader questions. [28:00] Dan and Kevin thank Mike for coming on the podcast and breaking down the research and strategy surrounding the current CFP® brand and campaign. Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, 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"> Apple Podcasts</a>, <a href="https://open.spotify.com/show/2nyoJdpjfXWm1CrThjljmZ" rel="nofollow" target="_blank"> Spotify</a>, <a href="https://www.stitcher.com/podcast/ashlyn/certificant-connections" rel="nofollow" target="_blank"> Stitcher</a> or wherever you listen to your podcasts to subscribe, rate and leave us a quick 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="http://heartandmindstrategies.com/" rel="nofollow" target="_blank">Heart+Mind Strategies</a> <a href="http://financialplanningcoalition.com/" rel="nofollow" target="_blank">Financial Planning Coalition</a> <a href="https://centerforfinancialplanning.org/initiatives/academic-homebody-of-knowledge/academic-research-colloquium-for-financial-planning-and-related-disciplines-cfp-board-registered-program-conference/" rel="nofollow" target="_blank"> ARC — Academic Research Colloquium</a> <a href="https://www.cfp.net/news-events/calendar-of-events/event-details/2019/02/21/default-calendar/2019-cfp-board-registered-programs-conference" rel="nofollow" target="_blank"> RPC — Registered Programs Conference</a> <a href="https://centerforfinancialplanning.org/" rel="nofollow" target="_blank">Center for Financial Planning</a> <a href="https://en.wikipedia.org/wiki/Mass_affluent" rel="nofollow" target="_blank">Mass Affluent</a> <a href="https://www.investmentnews.com/article/20190115/FREE/190119949/cfp-board-reports-rise-in-number-of-certified-financial-planners-to" rel="nofollow" target="_blank"> Investment news story on clicks for CFP</a> <a href="https://en.m.wikipedia.org/wiki/Certified_Public_Accountant" rel="nofollow" target="_blank"> CPA</a> <a href="https://en.m.wikipedia.org/wiki/Chartered_Financial_Analyst" rel="nofollow" target="_blank"> CFA</a> Bios <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.cfp.net/about-cfp-board/staff/staff-details/kevin-keller-cae" rel="nofollow" target="_blank"> Kevin R. Keller</a> is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board). <a href="http://heartandmindstrategies.com/?team=4378-2" rel="nofollow" target="_blank">Mike Dabadie</a> is CEO and Managing Partner at Heart+Mind Strategies.

Episode 7: Advertising Campaign and Branding with Kevin Keller, CEO of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies