Ep 58: Disrupting With Purpose — With Dana Wilson

The Flexible Advisor
23/07/2021 30 min
Ep 58: Disrupting With Purpose — With Dana Wilson

Listen "Ep 58: Disrupting With Purpose — With Dana Wilson"

Descargar episodio Ver en sitio original

Episode Synopsis

Consumers want to work with advisors like them!  That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.  Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, …

More episodes of the podcast The Flexible Advisor

Generative AI in Finance – With Darren Tedesco (Ep. 107) 19/08/2024
Healthcare And Financial Planning – With Christine Simone (Ep. 106) 27/06/2024
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105) 03/05/2024
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104) 09/04/2024
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast 19/01/2024
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D. 05/01/2024
Ep 101:  Why Succession Planning Is Essential – With Linda Willis 08/12/2023
Ep 100:  What Have We Done?! 27/10/2023
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag 22/09/2023
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig 01/09/2023
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA