42 avsnitt

Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers.

Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, but we’re still struggling to find solutions for building a more inclusive profession.

This podcast is intended to create a space to start these necessary conversations. Nobody here is pretending to have all of the answers, but we do know that by being honest and bold, we can spark a fire of change.

2050 TrailBlazers Rianka R. Dorsainvil, CFP®

    • Samhälle och kultur

Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers.

Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, but we’re still struggling to find solutions for building a more inclusive profession.

This podcast is intended to create a space to start these necessary conversations. Nobody here is pretending to have all of the answers, but we do know that by being honest and bold, we can spark a fire of change.

    Actionable Steps to Incorporate DEI in RIA Firms

    Actionable Steps to Incorporate DEI in RIA Firms

    In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve encountered. This episode is perfect for a business owner or professional who wants to dig deeper and increase their focus on diversity and inclusion, but needs an actionable blueprint to get started.

    https://www.2050trailblazers.com/episode/s04e08

    • 59 min
    Walking the DEI Walk in the Banking & Brokerage World

    Walking the DEI Walk in the Banking & Brokerage World

    In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive initiatives at an organizational level. He’s talking through DEI best practices, and providing listeners with actionable tips to implement today.

    https://www.2050trailblazers.com/episode/s04e07

    • 46 min
    Having a Greater Vision For Your Life & Money

    Having a Greater Vision For Your Life & Money

    In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies of creating a nonprofit ecosystem, and how listeners can get involved in supporting the next generation of minority leaders in their own communities.

    https://www.2050trailblazers.com/episode/s04e06

    • 41 min
    The Research-Backed Case for Inclusivity

    The Research-Backed Case for Inclusivity

    Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scientific and academic grounds for an inclusive business model. Tune in now!

    • 53 min
    Breaking Intergenerational Wealth Cycles in the Classroom

    Breaking Intergenerational Wealth Cycles in the Classroom

    Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of color to build their wealth and break negative financial behaviors. In this episode, Chloe helps listeners understand what they can start doing to get involved in delivering financial advice to underserved communities.

    https://www.2050trailblazers.com/episode/s04e04

    • 46 min
    Transforming into the Employer of Choice

    Transforming into the Employer of Choice

    In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and so much more. Tune in now!

    https://www.2050trailblazers.com/episode/s04e03

    • 48 min

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