Financial Planning – Page 3 – The Financial Puzzle Playbook

Meet Your Host Jim Sumpter! (Ep. 1)

By The Financial Puzzle Playbook | May 22, 2024

Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision.

That’s exactly what we will explore in The Financial Puzzle Playbook!

Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally and professionally.

Jim discusses:

Childhood stories, working with his dad, and early life lessons he cherishes to this day
How he got started in financial services
His experience working with clients from various parts of the world
An intro to the six key puzzle pieces we’ll cover in future episodes
And more

Connect with Jim Sumpter:

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The Story Behind the CMC Financial Brand (Ep. 2)

By The Financial Puzzle Playbook | May 22, 2024

The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential part of our brand.

But how did it all come together?

Let’s take a look at the origins of the CMC Financial brand with your host Jim Sumpter, CFP®. In this episode, Jim takes listeners behind the scenes and shares his journey of becoming an independent advisor and how he involved his kids in the branding process.

Jim discusses:

A recap of the six essential financial puzzle pieces
The intertwined nature of financial decisions (with examples)
A little about the lives of his three dearly loved kids: Carson, Madison, and Cassidy
What listeners can expect in future episodes
And more