Certificant Connections

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

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Synopsis

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