Brainfood for R.E.A.L Financial Professional

I’m switching things up this month. Let’s get straight to it. 😂

How can I serve you?

In financial services, we’re built to serve—whether it’s guiding clients through complex financial decisions or helping them avoid the pitfalls we’ve seen before. We bridge the gap between where they are and where they want to be—saving them time, money, and a whole lot of stress.

That’s exactly why Jumpstart exists.

This platform was built to help you—whether you’re just starting your journey or looking to level up in your career—navigate the industry with less pain and suffering.

• Need help passing the CFP®?

• Looking for mentorship to refine your craft?

• Want to accelerate your career growth?

I’ve got you covered.

The Jumpstart Store is packed with on-demand trainings designed for both aspiring and existing financial professionals. Whether you’re looking to sharpen your skills, master client conversations, or map out your next career move—you’ll find something built just for you.

(Want to make a suggestion for a training, click here.)

I post (almost) every day on LinkedIn, and here was my most popular post in the last month...

Have you heard of George Kinder?

I had the privilege of interviewing him on my podcast, and let me tell you—it was one of the most eye-opening conversations I’ve ever had.

George Kinder is widely regarded as the father of the life planning movement—the idea that financial planning is about more than just numbers and spreadsheets. It’s about behavior. Mindset. Emotions.

Numbers tell a story, but our job as financial professionals is to uncover the real story behind the money.

Have you ever really stopped to consider…

• What emotions drive your clients' financial decisions?

• What limiting beliefs they carry about money?

• What they truly want their wealth to do for them?

At its core, financial planning is about transformation.

And Kinder’s 3 Life Planning Questions help us get to the heart of it.

These questions aren’t magic words—but when asked with the right intention and context, they can create breakthrough moments for clients.

Here they are:

1️⃣ What would you do if you had all the time and money in the world?
This question reveals their zone of genius—what they would pursue without the constraints of time or money.

2️⃣ How would you live if you knew you only had 5-10 years left?
This one creates urgency—helping them focus on what truly matters before it’s too late.

3️⃣ What would you most regret if you died tomorrow?
This uncovers deep-seated desires and regrets, helping align financial decisions with what they want their legacy to be.

Mastering these conversations separates good advisors from great ones.

Because when you understand what truly drives your clients, you don’t just help them manage their money.

You help them create a life that actually fulfills them.

Listen to the full conversation with George Kinder here.🎙️

Dom's Coaching Corner: If you owned a financial services firm, how would you hire?

I spend a lot of time talking to aspiring financial professionals and career changers. And if there’s one thing that comes up over and over again, it’s this:

"How do I get more experience so I can finally land a job?"

Fair question. But let’s flip the script for a second.

Instead of thinking about how to get hired, think about what’s going through the mind of the firm owner who’s making that hiring decision.

Because the truth is—hiring is a risk.

I explain the entire dilemma in this video, and present you with a very important question to answer.

If you were running a financial services firm, you wouldn’t just be looking for someone who wants the job. You’d be looking for someone who makes your firm stronger. Someone who adds value immediately.

So here’s the million-dollar question:

What set of skills could a career changer bring to the table that are valuable enough to warrant that risk?

This is where most people get stuck. They focus on what they lack instead of highlighting what they already bring.

So how do you become the most desirable hire on the market?

You master the C.H.A.M.P. Skills Framework™.

It’s the difference between blending in and standing out.

• It’s what makes firms say, "We need YOU on our team."

• It’s how you accelerate your career—even with no prior industry experience.

• And I’ve put together a free training that walks you through exactly how to apply it.

CLICK HERE TO VIEW.

If you're serious about making the leap, this is where you need to start.

If you'd like to get you to the next level, SCHEDULE A STRATEGY SESSION or VISIT THE JUMPSTART STORE.

Thanks for reading!

-Dom