Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast

In this episode of Financial Perspectives, host Tanya Suba-Tang - Membership Director at CFA Society San Francisco - sits down with Jaycob Arbogast, CFP, MBA - Director of the Center for Excellence in Finance at California State University, Chico. Together, they unpack the realities students face as they move from academia into the workforce, including the challenges of a competitive job market, the importance of pairing technical expertise with interpersonal skills, and the growing role of real-world experiences like internships and competitions. They also explore how finance professionals can support the next generation—through mentorship, guest speaking, and creating pathways for student success.

Whether you’re a student preparing for your first finance role, a professional considering a career change, or a seasoned leader eager to give back, this conversation offers practical insights and inspiration for navigating the journey from classroom to career.

Episode Transcript

Lindsey Helman: Hello and welcome to Financial Perspectives. (00:00):
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Lindsey Helman: A CFA Society San Francisco (00:03):
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Lindsey Helman: podcast where we interview and (00:05):
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Lindsey Helman: discuss trends with leaders from (00:07):
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Lindsey Helman: across the investment and (00:09):
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Lindsey Helman: finance industry. (00:10):
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Lindsey Helman: This month, our host Tanya (00:11):
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Lindsey Helman: Suba-Tang Membership Director (00:13):
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Lindsey Helman: with CFA society San Francisco, (00:15):
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Lindsey Helman: had the pleasure of speaking (00:17):
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Lindsey Helman: with Jaycob Arbogast, director (00:19):
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Lindsey Helman: of the center for Excellence in (00:21):
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Lindsey Helman: Finance at California State (00:22):
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Lindsey Helman: University, Chico. (00:25):
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Lindsey Helman: Listen in as they discuss the transition from classroom to (00:26):
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Lindsey Helman: career and what it takes to succeed in finance today. (00:29):
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Tanya Suba-Tang: So before I introduce this podcast episodes guest speaker, (00:38):
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Tanya Suba-Tang: I wanted to share a little background with our listeners (00:43):
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Tanya Suba-Tang: that would hopefully give them insight to why this episode is (00:47):
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Tanya Suba-Tang: special and a little different from past episodes we've done. (00:50):
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Tanya Suba-Tang: So, as many listeners know, CFA Society San Francisco (00:55):
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Tanya Suba-Tang: is one of the largest CFA (00:59):
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Tanya Suba-Tang: societies globally, and we (01:01):
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Tanya Suba-Tang: are very proud to be the (01:03):
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Tanya Suba-Tang: premier association for finance professionals (01:05):
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Tanya Suba-Tang: in the Bay area. We (01:08):
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Tanya Suba-Tang: are very (01:09):
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Tanya Suba-Tang: proud of bringing programming and events (01:10):
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Tanya Suba-Tang: that bring forth industry (01:13):
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Tanya Suba-Tang: titans and thought leaders. What (01:15):
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Tanya Suba-Tang: many might (01:18):
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Tanya Suba-Tang: not be aware is the society's actual passion is to support the (01:19):
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Tanya Suba-Tang: younger members of our community. And this is (01:25):
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Tanya Suba-Tang: specifically for college and university students pursuing a career (01:27):
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Tanya Suba-Tang: in the finance and investment industry. So for years (01:32):
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Tanya Suba-Tang: now, we've been creating and developing (01:36):
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Tanya Suba-Tang: programs and creating our (01:41):
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Tanya Suba-Tang: volunteer led council, who are (01:43):
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Tanya Suba-Tang: actually made up of faculty (01:46):
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Tanya Suba-Tang: from various Northern California universities (01:48):
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Tanya Suba-Tang: and colleges. And (01:52):
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Tanya Suba-Tang: this program (01:54):
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Tanya Suba-Tang: is specifically targeted to support (01:55):
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Tanya Suba-Tang: our students. And I'm (01:58):
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Tanya Suba-Tang: very (02:00):
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Tanya Suba-Tang: excited and very proud to say (02:00):
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Tanya Suba-Tang: that this past weekend, we launched (02:01):
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Tanya Suba-Tang: our first annual Student career (02:04):
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Tanya Suba-Tang: conference that brought over (02:06):
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Tanya Suba-Tang: sixteen universities together from (02:08):
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Tanya Suba-Tang: Northern California. And (02:11):
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Tanya Suba-Tang: they were (02:13):
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Tanya Suba-Tang: able to listen from many leading industry members who shared (02:14):
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Tanya Suba-Tang: their insights, their backgrounds, their professional career (02:18):
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Tanya Suba-Tang: journeys, which we felt is such an intricate and (02:21):
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Tanya Suba-Tang: important part in helping shape careers for those coming into (02:25):
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Tanya Suba-Tang: the industry. So today, I'm (02:29):
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Tanya Suba-Tang: very excited to welcome Jaycob Arbogast, (02:32):
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Tanya Suba-Tang: director for the (02:35):
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Tanya Suba-Tang: Center of Excellence in Finance (02:37):
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Tanya Suba-Tang: at California State University, (02:38):
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Tanya Suba-Tang: Chico. Hi, Jaycob. (02:40):
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Tanya Suba-Tang: How (02:42):
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Tanya Suba-Tang: are you? (02:42):
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Jaycob Arbogast CFP, MBA: I'm doing well. (02:43):
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Jaycob Arbogast CFP, MBA: Thank you for having me, Tanya. (02:44):
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Tanya Suba-Tang: I'm so happy to have you on our podcast today. (02:45):
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Tanya Suba-Tang: not only are you a member of our newly minted University (02:48):
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Tanya Suba-Tang: Relations Council, but you and your students actually attended (02:53):
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Tanya Suba-Tang: our student career conference this past weekend. (02:57):
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Jaycob Arbogast CFP, MBA: That's right. (03:01):
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Jaycob Arbogast CFP, MBA: And it was a lot of fun. (03:01):
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Tanya Suba-Tang: Thank you. (03:02):
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Tanya Suba-Tang: And another great thing is that (03:03):
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Tanya Suba-Tang: you actually moderated one of (03:05):
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Tanya Suba-Tang: the most popular panels that we (03:08):
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Tanya Suba-Tang: had, which we brought in four of (03:09):
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Tanya Suba-Tang: our industry leaders to talk to (03:13):
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Tanya Suba-Tang: your students about finding (03:14):
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Tanya Suba-Tang: career paths. (03:15):
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Tanya Suba-Tang: And so I think you're the best person to kind of really dig a (03:17):
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Tanya Suba-Tang: little bit deeper and maybe share what you've discovered, (03:21):
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Tanya Suba-Tang: because some of our listeners might be thinking, you know, a (03:25):
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Tanya Suba-Tang: career change into finance and investment industry and even (03:29):
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Tanya Suba-Tang: students who are listening to this podcast right now. (03:33):
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Jaycob Arbogast CFP, MBA: Right, absolutely. (03:35):
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Jaycob Arbogast CFP, MBA: Yeah. It was really enjoyable time. (03:36):
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Jaycob Arbogast CFP, MBA: I had a great time at the at the event overall. (03:39):
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Jaycob Arbogast CFP, MBA: And then even with the specifically the panel that I (03:41):
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Jaycob Arbogast CFP, MBA: was on, was a lot of fun. (03:44):
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Jaycob Arbogast CFP, MBA: So, I learned a lot and got to hear some really good insights (03:45):
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Jaycob Arbogast CFP, MBA: from the professionals. (03:48):
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Tanya Suba-Tang: So I want to get your take as a professor. (03:49):
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Tanya Suba-Tang: You've been doing this for quite some time. (03:52):
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Tanya Suba-Tang: what challenges do students face (03:54):
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Tanya Suba-Tang: as they transition from academia (03:56):
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Tanya Suba-Tang: and then getting into the (03:59):
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Tanya Suba-Tang: workforce? (04:00):
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Jaycob Arbogast CFP, MBA: Yeah, that's a great question. (04:01):
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Jaycob Arbogast CFP, MBA: and I think I would probably (04:02):
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Jaycob Arbogast CFP, MBA: break that into two pieces, one (04:04):
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Jaycob Arbogast CFP, MBA: piece being kind of the economic (04:06):
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Jaycob Arbogast CFP, MBA: landscape for students as they (04:07):
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Jaycob Arbogast CFP, MBA: come out of college, especially (04:09):
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Jaycob Arbogast CFP, MBA: today, with, kind of how jobs (04:10):
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Jaycob Arbogast CFP, MBA: are looking, how careers are (04:12):
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Jaycob Arbogast CFP, MBA: shaping up. (04:14):
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Jaycob Arbogast CFP, MBA: But then the other piece, I (04:15):
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Jaycob Arbogast CFP, MBA: think is kind of the skill sets (04:16):
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Jaycob Arbogast CFP, MBA: that students have and, you (04:17):
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Jaycob Arbogast CFP, MBA: know, maybe in some cases the (04:19):
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Jaycob Arbogast CFP, MBA: gap there that they need to to (04:22):
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Jaycob Arbogast CFP, MBA: learn about. (04:23):
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Jaycob Arbogast CFP, MBA: So that first piece, the econ part, your listeners probably (04:24):
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Jaycob Arbogast CFP, MBA: know if they're listening to a CFA podcast, they're probably (04:27):
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Jaycob Arbogast CFP, MBA: familiar with the economy and how the jobs number is and (04:30):
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Jaycob Arbogast CFP, MBA: interest rates look. (04:33):
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Jaycob Arbogast CFP, MBA: But, we all kind of keep a (04:34):
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Jaycob Arbogast CFP, MBA: little bit of tabs on on how (04:35):
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Jaycob Arbogast CFP, MBA: that goes. (04:37):
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Jaycob Arbogast CFP, MBA: So today's economy for for (04:38):
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Jaycob Arbogast CFP, MBA: students coming out into the (04:41):
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Jaycob Arbogast CFP, MBA: workforce, especially in a (04:42):
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Jaycob Arbogast CFP, MBA: finance career or a technically (04:44):
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Jaycob Arbogast CFP, MBA: focused career, it's hard it's (04:45):
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Jaycob Arbogast CFP, MBA: tough to, you know, kind of (04:47):
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Jaycob Arbogast CFP, MBA: break in. (04:48):
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Jaycob Arbogast CFP, MBA: So you see, you know, job (04:49):
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Jaycob Arbogast CFP, MBA: postings online on any of those (04:51):
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Jaycob Arbogast CFP, MBA: platforms. (04:52):
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Jaycob Arbogast CFP, MBA: And if it's got a button where (04:53):
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Jaycob Arbogast CFP, MBA: you can apply online, there's (04:54):
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Jaycob Arbogast CFP, MBA: probably a thousand applicants (04:55):
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Jaycob Arbogast CFP, MBA: in the few minutes that it's (04:57):
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Jaycob Arbogast CFP, MBA: been posted. (04:58):
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Jaycob Arbogast CFP, MBA: And so that's tough to compete with. (04:59):
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Jaycob Arbogast CFP, MBA: so students are dealing with that. (05:01):
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Jaycob Arbogast CFP, MBA: And historically, I don't think there was that same, level of (05:02):
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Jaycob Arbogast CFP, MBA: competition, but there's always been some competition. (05:06):
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Jaycob Arbogast CFP, MBA: So, just the fact that there is, you know, competition for new (05:08):
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Jaycob Arbogast CFP, MBA: jobs is not new, but the way that it is, kind of in the (05:11):
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Jaycob Arbogast CFP, MBA: economic landscape is new. (05:14):
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Jaycob Arbogast CFP, MBA: So the other piece I think that students have to deal with is, (05:16):
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Jaycob Arbogast CFP, MBA: kind of the skill set of, you know, you've done a few things (05:19):
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Jaycob Arbogast CFP, MBA: in college, maybe you had four years, maybe five in some cases, (05:22):
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Jaycob Arbogast CFP, MBA: as you're going through, through and learning some things, but (05:25):
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Jaycob Arbogast CFP, MBA: you haven't maybe putting put that your education into a real (05:28):
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Jaycob Arbogast CFP, MBA: world experience yet. (05:32):
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Jaycob Arbogast CFP, MBA: And so I think if students have (05:33):
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Jaycob Arbogast CFP, MBA: an opportunity to get real world (05:35):
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Jaycob Arbogast CFP, MBA: experience, whether that's, you (05:37):
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Jaycob Arbogast CFP, MBA: know, something like the the IRC (05:38):
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Jaycob Arbogast CFP, MBA: competition that the CFA society (05:40):
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Jaycob Arbogast CFP, MBA: puts on the investment research (05:42):
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Jaycob Arbogast CFP, MBA: competition or, or any other way (05:43):
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Jaycob Arbogast CFP, MBA: that students can get some real (05:46):
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Jaycob Arbogast CFP, MBA: world experience to add on their (05:47):
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Jaycob Arbogast CFP, MBA: resume. (05:48):
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Jaycob Arbogast CFP, MBA: I think that's a great way that students get going. (05:49):
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Jaycob Arbogast CFP, MBA: But, the big challenge there is (05:51):
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Jaycob Arbogast CFP, MBA: going to be where if your resume (05:53):
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Jaycob Arbogast CFP, MBA: says four point oh finance (05:55):
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Jaycob Arbogast CFP, MBA: degree, that's excellent, but (05:57):
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Jaycob Arbogast CFP, MBA: you need something else on (05:59):
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Jaycob Arbogast CFP, MBA: there, right? (06:00):
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Jaycob Arbogast CFP, MBA: Maybe an internship or maybe something else. (06:00):
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Jaycob Arbogast CFP, MBA: So, those are I think what the (06:02):
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Jaycob Arbogast CFP, MBA: students are seeing is a big (06:03):
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Jaycob Arbogast CFP, MBA: challenge. (06:04):
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Tanya Suba-Tang: So as I mentioned earlier, you (06:05):
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Tanya Suba-Tang: had moderated this fantastic (06:07):
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Tanya Suba-Tang: panel at our student career fair (06:08):
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Tanya Suba-Tang: and, you know, our panelists for (06:11):
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Tanya Suba-Tang: that. (06:14):
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Tanya Suba-Tang: They were very diverse group. (06:14):
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Tanya Suba-Tang: They were very, very diverse in (06:16):
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Tanya Suba-Tang: their career, their professional (06:18):
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Tanya Suba-Tang: journey, their personal (06:20):
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Tanya Suba-Tang: backgrounds. (06:21):
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Tanya Suba-Tang: What were the key skills and (06:22):
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Tanya Suba-Tang: resources that they share that (06:24):
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Tanya Suba-Tang: you believe will be valuable for (06:26):
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Tanya Suba-Tang: students or even individuals (06:28):
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Tanya Suba-Tang: looking to get into finance and (06:30):
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Tanya Suba-Tang: investment industry, like a (06:33):
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Tanya Suba-Tang: career transition? (06:34):
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Tanya Suba-Tang: You know, and even those in their early careers. (06:35):
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Jaycob Arbogast CFP, MBA: Yeah. And so I'm going to (06:39):
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Jaycob Arbogast CFP, MBA: counter myself a little bit here (06:40):
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Jaycob Arbogast CFP, MBA: by saying, one of the things (06:41):
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Jaycob Arbogast CFP, MBA: that we heard on this panel was, (06:42):
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Jaycob Arbogast CFP, MBA: that it's not just the technical (06:44):
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Jaycob Arbogast CFP, MBA: skills. (06:47):
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Jaycob Arbogast CFP, MBA: So I just said that students see (06:47):
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Jaycob Arbogast CFP, MBA: a challenge of coming out of the (06:49):
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Jaycob Arbogast CFP, MBA: out of college into a workforce, (06:51):
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Jaycob Arbogast CFP, MBA: and they need some real world (06:54):
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Jaycob Arbogast CFP, MBA: experience, but they also need (06:55):
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Jaycob Arbogast CFP, MBA: to be likable and to be (06:57):
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Jaycob Arbogast CFP, MBA: personable. (06:58):
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Jaycob Arbogast CFP, MBA: Right. (06:59):
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Jaycob Arbogast CFP, MBA: And so there's maybe this (06:59):
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Jaycob Arbogast CFP, MBA: stereotype around finance that (07:01):
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Jaycob Arbogast CFP, MBA: everybody is a spreadsheet (07:03):
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Jaycob Arbogast CFP, MBA: person, and we just want to look (07:04):
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Jaycob Arbogast CFP, MBA: at numbers all day and, and, and (07:06):
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Jaycob Arbogast CFP, MBA: do percentages in our head and (07:07):
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Jaycob Arbogast CFP, MBA: whatever else. (07:08):
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Jaycob Arbogast CFP, MBA: But there's also a piece to (07:09):
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Jaycob Arbogast CFP, MBA: finance as an industry that is a (07:12):
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Jaycob Arbogast CFP, MBA: person to person kind of thing, (07:14):
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Jaycob Arbogast CFP, MBA: right? (07:16):
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Jaycob Arbogast CFP, MBA: Whether it's a sales component or whether it's an advisory (07:16):
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Jaycob Arbogast CFP, MBA: component or some other thing. (07:20):
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Jaycob Arbogast CFP, MBA: It's a lot of person to person contact. (07:22):
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Jaycob Arbogast CFP, MBA: And so students coming into the workforce, if you're applying (07:24):
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Jaycob Arbogast CFP, MBA: for a job, the person on the other side of the table is (07:28):
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Jaycob Arbogast CFP, MBA: thinking, do I want to spend eight hours a day, every day (07:31):
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Jaycob Arbogast CFP, MBA: with this person? (07:33):
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Jaycob Arbogast CFP, MBA: I don't know, right? (07:34):
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Jaycob Arbogast CFP, MBA: And if you have a little bit of a good personality and you're (07:35):
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Jaycob Arbogast CFP, MBA: kind of fun to be around, then that is a point in your favor. (07:38):
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Jaycob Arbogast CFP, MBA: And sometimes it's a little bit (07:41):
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Jaycob Arbogast CFP, MBA: of the, I guess maybe the table (07:44):
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Jaycob Arbogast CFP, MBA: stakes is that you got to be (07:45):
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Jaycob Arbogast CFP, MBA: able to have a little bit of (07:46):
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Jaycob Arbogast CFP, MBA: number sense, but it's also, you (07:47):
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Jaycob Arbogast CFP, MBA: know, can you, can you get the (07:49):
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Jaycob Arbogast CFP, MBA: job done? (07:51):
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Jaycob Arbogast CFP, MBA: And am I, am I going to be interested in working with you? (07:51):
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Jaycob Arbogast CFP, MBA: So one of the great things that (07:53):
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Jaycob Arbogast CFP, MBA: I think we took away from this (07:55):
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Jaycob Arbogast CFP, MBA: panel, and we had a great slate (07:56):
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Jaycob Arbogast CFP, MBA: of speakers there, and it was (07:58):
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Jaycob Arbogast CFP, MBA: super interesting to to hear (08:00):
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Jaycob Arbogast CFP, MBA: from them, but I think it was (08:01):
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Jaycob Arbogast CFP, MBA: really interesting to hear, that (08:03):
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Jaycob Arbogast CFP, MBA: the kind of personable piece of (08:05):
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Jaycob Arbogast CFP, MBA: finance is what, they, they (08:08):
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Jaycob Arbogast CFP, MBA: recommended is, is something to (08:10):
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Jaycob Arbogast CFP, MBA: consider as you're going into (08:12):
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Jaycob Arbogast CFP, MBA: this industry. (08:13):
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Tanya Suba-Tang: And, you know, they shared so many great insights and so many (08:14):
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Tanya Suba-Tang: great, feedback, you know, sharing their own journeys, like (08:17):
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Tanya Suba-Tang: I mentioned earlier. (08:21):
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Tanya Suba-Tang: But what were some things that (08:21):
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Tanya Suba-Tang: they responded to that really (08:24):
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Tanya Suba-Tang: surprised you, you know, and (08:26):
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Tanya Suba-Tang: that maybe you didn't expect (08:27):
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Tanya Suba-Tang: coming from such a diverse and (08:29):
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Tanya Suba-Tang: young panel? (08:31):
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Jaycob Arbogast CFP, MBA: Yeah. So, I think all of it was surprising. (08:32):
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Jaycob Arbogast CFP, MBA: So it was really great. (08:35):
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Jaycob Arbogast CFP, MBA: It was really great to hear a (08:36):
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Jaycob Arbogast CFP, MBA: different perspective because, (08:37):
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Jaycob Arbogast CFP, MBA: you know, I talk to my students (08:39):
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Jaycob Arbogast CFP, MBA: about, you know, what I think (08:40):
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Jaycob Arbogast CFP, MBA: they should be working on and (08:41):
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Jaycob Arbogast CFP, MBA: what I think they should be (08:43):
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Jaycob Arbogast CFP, MBA: focused on. (08:43):
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Jaycob Arbogast CFP, MBA: But I'm just one person. (08:44):
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Jaycob Arbogast CFP, MBA: And so being able to hear it (08:45):
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Jaycob Arbogast CFP, MBA: from someone else and, and just (08:47):
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Jaycob Arbogast CFP, MBA: give the audience a little bit (08:49):
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Jaycob Arbogast CFP, MBA: of some, some background, these (08:50):
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Jaycob Arbogast CFP, MBA: were professionals who were (08:52):
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Jaycob Arbogast CFP, MBA: working in kind of higher (08:54):
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Jaycob Arbogast CFP, MBA: finance type roles in tech (08:55):
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Jaycob Arbogast CFP, MBA: companies and pension funds and (08:57):
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Jaycob Arbogast CFP, MBA: kind of back broad background (08:59):
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Jaycob Arbogast CFP, MBA: and lots of different, (09:01):
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Jaycob Arbogast CFP, MBA: experiences. (09:02):
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Jaycob Arbogast CFP, MBA: And so it was really cool to (09:04):
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Jaycob Arbogast CFP, MBA: hear and kind of surprising to (09:05):
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Jaycob Arbogast CFP, MBA: hear that that kind of (09:07):
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Jaycob Arbogast CFP, MBA: personable piece on there, I (09:08):
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Jaycob Arbogast CFP, MBA: thought that was that was (09:10):
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Jaycob Arbogast CFP, MBA: surprising. (09:11):
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Jaycob Arbogast CFP, MBA: but also that, it's not just your technical skills or your (09:11):
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Jaycob Arbogast CFP, MBA: personal skills or it's kind of the combination of you as a (09:16):
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Jaycob Arbogast CFP, MBA: whole package and being able to do, do this work and kind of who (09:18):
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Jaycob Arbogast CFP, MBA: you are as a person. (09:22):
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Jaycob Arbogast CFP, MBA: And you think of finance careers (09:23):
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Jaycob Arbogast CFP, MBA: as being this, I don't know, (09:25):
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Jaycob Arbogast CFP, MBA: brick wall of it's all robots or (09:27):
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Jaycob Arbogast CFP, MBA: whatever. (09:30):
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Jaycob Arbogast CFP, MBA: It's, it's I'm going to harp (09:30):
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Jaycob Arbogast CFP, MBA: back on the stereotyping thing (09:31):
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Jaycob Arbogast CFP, MBA: again. (09:33):
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Jaycob Arbogast CFP, MBA: But, it is a personality and a personable industry as well. (09:33):
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Jaycob Arbogast CFP, MBA: one of the things that one of the other things, I guess that (09:37):
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Jaycob Arbogast CFP, MBA: was surprising to me was that, one of the panelists said that, (09:39):
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Jaycob Arbogast CFP, MBA: you know, you can use AI a little bit, but you can't rely (09:42):
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Jaycob Arbogast CFP, MBA: on it entirely. (09:46):
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Jaycob Arbogast CFP, MBA: So and this is coming from somebody who works for. (09:47):
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Jaycob Arbogast CFP, MBA: Maybe I won't name a company, but somebody who works for a (09:51):
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Jaycob Arbogast CFP, MBA: company that has. (09:53):
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Jaycob Arbogast CFP, MBA: A well-known AI platform. (09:54):
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Jaycob Arbogast CFP, MBA: And so and so if you and I see (09:56):
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Jaycob Arbogast CFP, MBA: this in my students all the (09:58):
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Jaycob Arbogast CFP, MBA: time, too. (09:59):
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Jaycob Arbogast CFP, MBA: If you're relying on one of these language models to write (10:00):
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Jaycob Arbogast CFP, MBA: your cover letter and to write your resume for you, and then (10:04):
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Jaycob Arbogast CFP, MBA: hope that that's going to get you through, that's not it's not (10:07):
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Jaycob Arbogast CFP, MBA: going to get you a job, because you have to also be able to (10:09):
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Jaycob Arbogast CFP, MBA: write eloquently, at least, or at least coherently at minimum. (10:13):
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Jaycob Arbogast CFP, MBA: And so you got to be able to do it. (10:17):
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Jaycob Arbogast CFP, MBA: Do it yourself too. (10:18):
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Jaycob Arbogast CFP, MBA: And and even when you're in the, in the workforce, you're going (10:19):
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Jaycob Arbogast CFP, MBA: to be able to answer emails and talk to your boss. (10:21):
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Jaycob Arbogast CFP, MBA: And so you can't rely on AI to answer every question for you. (10:24):
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Jaycob Arbogast CFP, MBA: So having a little bit of of (10:27):
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Jaycob Arbogast CFP, MBA: using AI as a tool and being (10:29):
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Jaycob Arbogast CFP, MBA: able to, you know, maybe fine (10:31):
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Jaycob Arbogast CFP, MBA: tune something using using that (10:32):
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Jaycob Arbogast CFP, MBA: kind of digital feedback I think (10:34):
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Jaycob Arbogast CFP, MBA: is great. (10:36):
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Jaycob Arbogast CFP, MBA: And that's a tool that I use in (10:36):
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Jaycob Arbogast CFP, MBA: the classroom a lot too, is, you (10:38):
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Jaycob Arbogast CFP, MBA: know, one of the things I do in (10:39):
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Jaycob Arbogast CFP, MBA: my, in my classes is that (10:40):
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Jaycob Arbogast CFP, MBA: students have to present their (10:41):
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Jaycob Arbogast CFP, MBA: work. (10:43):
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Jaycob Arbogast CFP, MBA: They can't just turn in a paper (10:43):
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Jaycob Arbogast CFP, MBA: and, you know, have had (10:45):
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Jaycob Arbogast CFP, MBA: something else. (10:46):
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Jaycob Arbogast CFP, MBA: Write that paper for them. (10:46):
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Jaycob Arbogast CFP, MBA: So at the end of the either the (10:47):
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Jaycob Arbogast CFP, MBA: semester or the project, (10:49):
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Jaycob Arbogast CFP, MBA: whatever it is, I have them (10:49):
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Jaycob Arbogast CFP, MBA: present. (10:50):
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Jaycob Arbogast CFP, MBA: So that way I can at least make sure they know the material. (10:51):
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Jaycob Arbogast CFP, MBA: It's not just some some robot telling me the answer for them. (10:54):
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Jaycob Arbogast CFP, MBA: So, those I think were some of (10:57):
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Jaycob Arbogast CFP, MBA: the biggest surprises is that, (10:58):
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Jaycob Arbogast CFP, MBA: you know, the industry isn't (11:00):
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Jaycob Arbogast CFP, MBA: entirely, robotic. (11:01):
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Tanya Suba-Tang: Mhm. (11:04):
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Jaycob Arbogast CFP, MBA: Yeah. (11:04):
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Tanya Suba-Tang: Yeah. I kind of share the same (11:04):
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Tanya Suba-Tang: thought as you that, that, that (11:06):
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Tanya Suba-Tang: whole feedback on AI as well (11:09):
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Tanya Suba-Tang: because, you know, everyone's (11:11):
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Tanya Suba-Tang: like oh they're going to take (11:12):
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Tanya Suba-Tang: our jobs. (11:13):
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Tanya Suba-Tang: But no, there's still a human component that that needs to be (11:14):
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Tanya Suba-Tang: part of it. (11:16):
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Tanya Suba-Tang: So and kind of just wrapping (11:17):
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Tanya Suba-Tang: things up here, for those in the (11:20):
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Tanya Suba-Tang: investment and finance industry (11:21):
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Tanya Suba-Tang: who maybe are more senior in the (11:23):
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Tanya Suba-Tang: level or mid-career who are (11:25):
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Tanya Suba-Tang: established, who want to come (11:26):
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Tanya Suba-Tang: and support our incoming (11:28):
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Tanya Suba-Tang: workforce, what advice or (11:29):
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Tanya Suba-Tang: takeaways could you share with (11:31):
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Tanya Suba-Tang: them? (11:33):
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Jaycob Arbogast CFP, MBA: Yeah, that's a great question and something that I think about (11:33):
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Jaycob Arbogast CFP, MBA: a lot, in my role. (11:36):
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Jaycob Arbogast CFP, MBA: So, just to give a little bit of background is, in in my space, (11:37):
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Jaycob Arbogast CFP, MBA: I, I work to help build up our finance program at the (11:41):
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Jaycob Arbogast CFP, MBA: university, to bring students to more career opportunities and to (11:45):
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Jaycob Arbogast CFP, MBA: bring professionals onto campus. (11:49):
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Jaycob Arbogast CFP, MBA: And so, one of the things that maybe is obvious to a financial (11:51):
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Jaycob Arbogast CFP, MBA: professional, but maybe not is, is the informational interviews (11:55):
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Jaycob Arbogast CFP, MBA: and the coffee chats and those kinds of things that you'll get (11:58):
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Jaycob Arbogast CFP, MBA: requests from students. (12:01):
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Jaycob Arbogast CFP, MBA: And I'm sure a lot of your listeners are used to those (12:02):
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Jaycob Arbogast CFP, MBA: kinds of requests, right? (12:05):
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Jaycob Arbogast CFP, MBA: They get them on LinkedIn or email or whatever. (12:06):
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Jaycob Arbogast CFP, MBA: And so answering those, (12:08):
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Jaycob Arbogast CFP, MBA: certainly, that's absolutely a (12:09):
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Jaycob Arbogast CFP, MBA: first step in being supportive (12:11):
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Jaycob Arbogast CFP, MBA: to students. (12:13):
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Jaycob Arbogast CFP, MBA: But I think another step that maybe is overlooked is that you (12:13):
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Jaycob Arbogast CFP, MBA: can come back to campus, too, and you can be a guest speaker (12:16):
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Jaycob Arbogast CFP, MBA: or a judge in a competition. (12:19):
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Jaycob Arbogast CFP, MBA: maybe what's less publicly known is that a lot of, universities, (12:21):
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Jaycob Arbogast CFP, MBA: especially throughout California, where we are, a lot (12:24):
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Jaycob Arbogast CFP, MBA: of universities hold competitions for like a stock (12:26):
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Jaycob Arbogast CFP, MBA: pitch competition or a financial planning competition or lots of (12:29):
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Jaycob Arbogast CFP, MBA: different other groups. (12:33):
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Jaycob Arbogast CFP, MBA: and so you could come back to campus, you campus. (12:34):
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Jaycob Arbogast CFP, MBA: You could do a class talk and talk in a course that is related (12:36):
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Jaycob Arbogast CFP, MBA: to what your career is. (12:40):
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Jaycob Arbogast CFP, MBA: We just had somebody on campus (12:41):
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Jaycob Arbogast CFP, MBA: yesterday who works in investor (12:42):
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Jaycob Arbogast CFP, MBA: relations, and so he came back (12:44):
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Jaycob Arbogast CFP, MBA: to talk to one of our classes, (12:46):
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Jaycob Arbogast CFP, MBA: about how investor relations (12:47):
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Jaycob Arbogast CFP, MBA: relates to, you know, all the (12:49):
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Jaycob Arbogast CFP, MBA: different institutions within (12:50):
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Jaycob Arbogast CFP, MBA: the industry. (12:52):
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Jaycob Arbogast CFP, MBA: So I think those those ways are excellent ways to get involved (12:53):
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Jaycob Arbogast CFP, MBA: and to talk to students and, and to kind of support, you know, (12:57):
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Jaycob Arbogast CFP, MBA: entrants into the industry. (13:01):
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Jaycob Arbogast CFP, MBA: and I hear what you said in your (13:02):
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Jaycob Arbogast CFP, MBA: last comment about, AI taking (13:04):
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Jaycob Arbogast CFP, MBA: jobs. (13:07):
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Jaycob Arbogast CFP, MBA: Right. (13:07):
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Jaycob Arbogast CFP, MBA: And kind of a fear of that and that there may be some, some (13:08):
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Jaycob Arbogast CFP, MBA: worry about that. (13:12):
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Jaycob Arbogast CFP, MBA: And I think that's, you know, what will happen is technology (13:12):
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Jaycob Arbogast CFP, MBA: will make people more efficient. (13:15):
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Jaycob Arbogast CFP, MBA: And so we may not need as many people in some areas, but we're (13:17):
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Jaycob Arbogast CFP, MBA: still going to need people in some area somewhere. (13:21):
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Jaycob Arbogast CFP, MBA: And so we need to have this (13:24):
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Jaycob Arbogast CFP, MBA: incoming pipeline in the (13:26):
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Jaycob Arbogast CFP, MBA: industry. (13:27):
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Jaycob Arbogast CFP, MBA: You know, if you have no new entrants, then everybody is just (13:28):
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Jaycob Arbogast CFP, MBA: going to get older and leave, and then there's no one left. (13:31):
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Jaycob Arbogast CFP, MBA: And so, being able to come back to the university and talk to (13:34):
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Jaycob Arbogast CFP, MBA: students and, and help to kind of onboard new, new talent into (13:37):
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Jaycob Arbogast CFP, MBA: the pipeline, I think is an excellent way to, to keep the (13:41):
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Jaycob Arbogast CFP, MBA: industry going and growing. (13:43):
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Tanya Suba-Tang: I love that. (13:45):
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Tanya Suba-Tang: And, you know, thank you so much (13:46):
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Tanya Suba-Tang: for kind of sharing your (13:47):
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Tanya Suba-Tang: insights and, feedback and for, (13:48):
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Tanya Suba-Tang: you know, and for our listeners (13:50):
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Tanya Suba-Tang: who might be listening and (13:52):
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Tanya Suba-Tang: saying, yeah, I want to help (13:53):
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Tanya Suba-Tang: support, you know, feel free to (13:55):
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Tanya Suba-Tang: please email us here at (13:57):
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Tanya Suba-Tang: UniversityRelations@cfa-sf (13:58):
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Tanya Suba-Tang: .org and we definitely would love (14:01):
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Tanya Suba-Tang: to connect you with one of our (14:03):
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Tanya Suba-Tang: universities and definitely help (14:05):
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Tanya Suba-Tang: these students. (14:07):
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Tanya Suba-Tang: I think there's a lot to learn (14:08):
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Tanya Suba-Tang: from this ever changing (14:09):
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Tanya Suba-Tang: industry. (14:10):
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Tanya Suba-Tang: It's one of the most exciting, (14:10):
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Tanya Suba-Tang: there's always something (14:12):
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Tanya Suba-Tang: happening, and I know a lot of (14:13):
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Tanya Suba-Tang: these students are craving that (14:15):
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Tanya Suba-Tang: information. (14:16):
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Tanya Suba-Tang: So thank you, Jaycob, for (14:17):
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Tanya Suba-Tang: joining me today and sharing (14:19):
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Tanya Suba-Tang: your insights and what we (14:21):
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Tanya Suba-Tang: learned at our student career (14:22):
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Tanya Suba-Tang: conference. (14:24):
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Jaycob Arbogast CFP, MBA: Yeah. Thank you for having me. (14:25):
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Lindsey Helman: Thank you to this month's guest, (14:28):
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Lindsey Helman: Jaycob Arbogast, for your (14:29):
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Lindsey Helman: insights into breaking into (14:31):
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Lindsey Helman: finance careers. (14:33):
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Lindsey Helman: Join us next time for another (14:34):
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Lindsey Helman: Financial Perspectives episode (14:35):
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Lindsey Helman: airing on the last Tuesday of (14:37):
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Lindsey Helman: the month. (14:39):
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Lindsey Helman: Make sure to send in a message (14:40):
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Lindsey Helman: to the show by emailing (14:41):
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Lindsey Helman: [e-mail] We'd love to (14:42):
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Lindsey Helman: hear what you thought of this (14:47):
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Lindsey Helman: episode, or any suggestions on (14:48):
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Lindsey Helman: future topics you'd like for us (14:50):
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Lindsey Helman: to cover. (14:52):
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Lindsey Helman: Thank you for being a dedicated listener. (14:53):
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