E 183 Talk About Money In Leadership with Jenne Sevilla, CFP

Speak Up: Develop Your Executive Presence & Leadership Communication Style - A podcast by Laura Camacho

Categories:

In this episode of Speak Up with Laura Camacho, Laura has a wonderfully candid conversation with Jenne Sevilla, a certified financial planner, about one of the trickiest topics: money. Jenne entered the field of life insurance sales after college. She found that it did not come naturally to her, her tendency was to educate and develop relationships as opposed to sell quickly. After facing the same issue at a different firm, Jenne realized that insurance sales was not for her. She decided to take a position in a support role in the finance industry instead. During that time she educated herself thoroughly on the topic of personal finance and eventually became a certified financial planner. It was after this that she created Money Moods, a personal finance program that focuses on behavior first and helps you build financial confidence. In this episode, Jenne and Laura discuss the importance of addressing money openly in the workplace (and at home). Other wisdom bombs include: - How emotions play a pivotal role in our money behaviors - Signs you may be with the wrong financial advisor - Whether or not we should be worried about the banking industry - What is cash flow analysis and why it’s an essential part to financial health - Why as investors it is essential we pursue financial education - Why money has become a taboo topic - The five money moods: guarded, dreamer, spontaneous, generous, and passive Jenne’s strategies for bringing up money, even when it feels uber uncomfortable You can learn more about Jenne and how she can help you on her website. Brought to you by The Practical Guide to Effective Communication: Get Recognized for the Value You Already Contribute by Laura Camacho, PhD.