The Power of Saying Yes: Building a Career in Financial Well-Being with Jarod Taylor
Episode 154:
The Power of Saying Yes: Building a Career in Financial Well-being with Jarrod Taylor
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Career-defining opportunities often start with a single “yes.”
In this episode, Jarrod Taylor, AFC®, Director of Education and Community Engagement at AFCPE, talks about his unlikely journey in the financial wellness profession, which began during the 2008 housing crisis and has evolved into a career dedicated to advancing financial education and supporting the next generation of Certified Financial Advisors®.
Jarrod discusses the power of community within the profession, the evolving role of financial advisors in an AI-driven landscape, and why human-centered guidance remains essential to achieving lasting financial well-being. He also shares insights for those considering a career in financial consulting and offers a timely reminder that meaningful progress begins with taking the first step.
Whether you’re an aspiring financial advisor, an established practitioner, or simply passionate about expanding access to financial well-being, this conversation offers thoughtful insights on leadership, lifelong learning, and the impact of saying “yes” to new opportunities.
Show notes:
00:00 Meet Jarrod Taylor, AFC®
02:34 Embracing the Year of Yes and trying new experiences
03:39 How the 2008 housing crisis launched Jarrod’s career
05:57 Personal finance lessons that shaped his professional journey
08:59 Eight years of supporting AFC candidates and life-changing career stories
11:41 Transition to the role of Director of Education and Community Engagement
14:45 Artificial Intelligence, FinTech, and why human-centered consulting is important
18:53 Growing demand for financial advisors and job opportunities
19:46 Advice for those thinking about working in the field of financial consulting
21:10 What Jarrod’s bonsai class taught him about personal finance
23:21 Jarrod 2 cents
Show notes links:
https://www.linkedin.com/in/jarodt/
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Would you like to get involved with AFCPE®?
Here are some places to start: Be a member, Sign up for Basics course, or Get AFC certification today!
Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
