Dr. Chien interviewed Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on Motivate Financial Professionals to Succeed in the Financial Services Industry on February 8, 2021, at 2 pm PDT. You may feel that you are not moving forward with your career goals or not reaching your financial goals within the time horizon you set when the journey began years ago. Although it can be difficult, it is crucial to follow through with your goals and dreams to see the outcome of your hard work. In the interview, Dr. Chien will discuss with Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC, the impact motivation and grit have on clients and financial planners. Also, provide tips on how financial planners can stay motivated and motivate their clients to reach their goals and objectives while answering the following questions.
- How does anyone begin to find their personal intention in the financial service industry?
- Where does your passion come from?
- What advice would you have for anyone who feels lost in their journey?
- How can financial planners deal with imposter syndrome?
- How can financial professionals face their challenges and cope with failures?
- What are some steps anyone can take to find their “Tribe”?
- How does DEI play a crucial role in the financial services industry?
- How does a company go about inclusion of diverse professionals to be welcomed into the firm?
Angie Ribuffo was born in Augusta Georgia, the child of a military family and lived in Germany and Thailand.In 2008 she decided to move into the world of financial planning by becoming a financial advisor and in 2019 opened her own firm Raion Financial Strategies LLC. She holds 6 designations CFP®; RICP®; ChFC®; CDFA®; CLTC® and WMC®. In 2018, Angie was recognized by InvestmentNews ,Women to Watch and inducted into the Anchorage Athena Society. 2017-2018 , the National President of Women in Insurance and Financial Services (WIFS). In 2012, she was awarded the Women in Insurance and Financial Services (WIFS) ANGEL award recipient. From 2012- 2021 she has been recognized as a WIFS Circle of Excellence recipient. Angie is married to her husband of 40 years, Steve, has 2 adult sons, Stephen and Daniel, a 8 year old granddaughter, Tahli and 4 year old grandson, Malcolm and her golden retriever, Abby.
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University. Before her academic role, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Chia-Li Chien is pronounced Jolly Jan.