42 min

Financial Changemakers, Season 1, Episode 1 Financial Changemakers

    • Self Help

Welcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd.
This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos.
In this opening episode, hosts Gretchen and Olivia, discuss Diversity and Inclusion in the Financial Services Profession with their guests:
Rohan Sivajoti, Director & Head of Innovation at NextGen Planners Amira Norris, Head of account management, Nucleus Financial Group Our conversation speaks about the many strides still to take in the Financial Services Profession to open the conversation, to learn together and to embrace and influence change in the profession.
By having open conversations and being willing to learn new things, we can help to dismantle the system of discrimination, and give people insight.
This makes our ability to advise clients – better and this is vital to the future of advice.
We all agree that even small impact is good impact.
We are keen to discover little take-aways that can help people to make small changes, that eventually will become much larger changes for our community and profession.
This podcast series is about creating a safe place for discussion and ultimately enabling you, our listener, to be a Changemaker.
 Let’s listen. Let’s Discuss. Let’s Learn. Let’s Implement Positive Change.

Welcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd.
This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos.
In this opening episode, hosts Gretchen and Olivia, discuss Diversity and Inclusion in the Financial Services Profession with their guests:
Rohan Sivajoti, Director & Head of Innovation at NextGen Planners Amira Norris, Head of account management, Nucleus Financial Group Our conversation speaks about the many strides still to take in the Financial Services Profession to open the conversation, to learn together and to embrace and influence change in the profession.
By having open conversations and being willing to learn new things, we can help to dismantle the system of discrimination, and give people insight.
This makes our ability to advise clients – better and this is vital to the future of advice.
We all agree that even small impact is good impact.
We are keen to discover little take-aways that can help people to make small changes, that eventually will become much larger changes for our community and profession.
This podcast series is about creating a safe place for discussion and ultimately enabling you, our listener, to be a Changemaker.
 Let’s listen. Let’s Discuss. Let’s Learn. Let’s Implement Positive Change.

42 min