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Jesse Got a Chance to Talk Talk

Jesse Got a Chance to Talk Talk

April 24, 2024

"Talk Talk" is a 1982 song by the English New Wave band Talk Talk. In the early days of MTV, when they were searching for content and artists to showcase, this song played in heavy rotation. The song had very simple lyrics and a repetitive chorus, as you will see below.  

All you do to me is talk, talk
Talk, talk, talk, talk
All you do to me is talk, talk
Talk, talk, talk, talk
All you do to me is talk, talk

Source: Billboard

For those of you who would like a nostalgic look back at the early days of MTV, a link to the video is included below.

Talk Talk - Talk Talk (Official Video)

A high school friend once said they must have written that song about Jesse because he talks a lot. I am sure some of you find that both humorous and true. Another friend and co-board member of a community organization that I served on years ago once said that Jesse will never say in a sentence what he can say in a paragraph. Well, recently, I have had the opportunity to talk at multiple conferences, and I thought I would share a few of these with you.

On Thursday, February 8th, I was asked to participate in a panel discussion by Diversitas, which was created by Dr. Barry Mulholland, a professor, and the Director of the Financial Planning Program at the University of Akron. Their website states that Diversitas aims to make the financial planning profession and the wealth management industry more inclusive through education, mentorship, and human connection. We seek to expand the participation of underrepresented groups in the profession and the industry by mitigating the leading barriers to entry – a lack of education, understanding, and awareness.

The LinkedIn recap of our session, Beyond Math and Sales: Breadth of Roles in Financial Advising, stated:

At this year's Symposium, Kristen Nelson, PMP, the Regional Vice President and Relationship Manager at Capital Group, led a panel discussion on the diverse career paths available beyond traditional roles in math and sales within the financial industry. Joining her were Jesse Hurst, the President of Impel Wealth Management, and Courtney Maugé, Esq., the Senior Vice President and Cyber Practice Leader at NFP, who also participated in the panel.

During the discussion, Jesse emphasized the significance of leveraging interns to gain a comprehensive understanding of the industry they are interning in, advocating for providing them with ample opportunities for learning and development. Courtney highlighted the often overlooked excitement within the insurance industry, illustrating how individuals can leverage their passions and strengths to carve out fulfilling careers within specific niches of insurance.

These discussions, led by Kristen and enriched by Jesse and Courtney's insights, shed light on the multitude of career possibilities and opportunities awaiting young professionals in wealth management, challenging the common misconception that success in the field hinges solely on mathematical prowess.

Source: LinkedIn

During the same event, I am happy to share that our incredible college intern, Sophia Buffalini, whom many of you have met over the last three semesters while she has been working with us, got a chance to record and share a short video highlighting the importance and value of internship and mentorship programs for college students preparing for a career in financial planning and wealth management. We had no script, and Sophia did an amazing job in the video as you will see in the link below.

Source: YouTube

Diversitas 2024 Symposium Spotlight - Cetera Financial Group - YouTube

A few weeks later, on March 7th, Cetera Financial Group’s Advisory and Wealth Management Group held a regional meeting in Cleveland. I was asked to speak on a panel with three other financial advisors, one of whom was my good friend and study group associate, Brian Toma. We were asked to share our growth stories and our client service models, and I was asked to focus on how we use our organic blog post content and social media videos to create awareness and drive additional referrals to the CFPs of Impel Wealth Management. It was a great session, and we had a lot of fun sharing our unique stories with a room of more than 100 of our peers.

Source: Irene Zurowski’s iPhone

Finally, Kimberly Zebedis, Executive Director of the Center for Gift and Estate Planning at the University of Akron, asked if I would be willing to speak at the UA and Ohio Council of Higher Education Retirees Event on April 3rd. I got to share the stage with Kimberly, who moderated our session, and two other advisors who also sit on the University of Akron's Estate and Gift Planning Council. We had an audience of mostly people associated with various universities who are hoping to plan for a successful retirement in the near future. Many of them were covered by state pensions such as OPERS and STRS.

We discussed a number of common questions during our time together, including whether there are any typical themes, considerations, or issues that people tend to be thinking about as they approach retirement, what are some common pitfalls that individuals might face in their retirement planning that they should prepare for, and how to help clients plan for events that may happen in the future, including those circumstances that might be difficult to predict? It was a very constructive session; we had great questions from the audience, and I am blessed to have such good friends and associates in the local community to be able to share the stage.

Source: Irene Zurowski’s iPhone

The CFPs of Impel Wealth Management love having the opportunity to share the depth and breadth of our experience and wisdom with all types of audiences. We consider it an honor and a privilege, as well as part of our mission, to help as many people as possible. As was previously stated and you have probably experienced, I enjoy getting the chance to “Talk Talk” about financial planning, investment management, and how we can help clients use their income and asset resources to create a retirement of significance. Thank you for letting me share today as we continue “Moving Life Forward.”

© 2024 Jesse Hurst

The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results.

Investors cannot directly invest in indices.

Featured blog image source: iStock.com/Chinnapong