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
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.
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.
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.
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!
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.
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!
Customer ReviewsSee All
Amazing energy, guests and information
This podcast is a great mix of providing food for thought, challenging how we think and act and provides a ton of actionable gems throughout. Rianka's passion, knowledge and great energy are motivational and keep me engaged and taking notes throughout. A must listen for all current and incoming financial planners!
Just discovered this podcast and I LOVE it! I combed the internet for CFPs who are women and/or of color, esp. in my area, and came up short. So this podcast opens up a whole new world for me as a recent college graduate pursuing a CFP career. After doing some research on the cfp board, I learned there’s still a small percentage of people of color with this designation, and I like the emphasis this podcast puts on the contributions to the field from diverse individuals. Representation matters. The insight of the guests is truly a gift and a roadmap - a blazed trail in every sense of the term.
I read a previous review made here that asserted this podcast was SJW nonsense. Be aware of what you’re looking for from this podcast. If you’re into diversity, allyship, and solutions, you’ll thoroughly enjoy this!
Love Rianka and all her content! She brings a refreshing point of view and is inspiring.