S06 EP07: Next Steps - Let's Take Action

S06 EP07: Next Steps - Let's Take Action

In the final episode of the Masterclass for Allies and Trailblazers, Rianka and Katie are breaking down what organizations who are ready to take action on DEI need to know. Get ready to hear about the importance of not just earmarking money but also calendarizing time, and setting and communicating the right expectations to all stakeholders.

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S05 EP06: The Data Doesn’t Lie: How One Tech Firm Is Changing the DEI Space

S05 EP06: The Data Doesn’t Lie: How One Tech Firm Is Changing the DEI Space

In this episode, Rianka speaks with Star Carter, Co-Founder and Chief Operating Officer at Kanarys, a technology startup focused on increasing diversity, equity and inclusion in the workplace, with its work rooted in data and analytics. The two ponder: could a consortium be the key to moving major financial services players to action?

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S05 EP05B: DEI Work Is Not About Shame, It’s About Accountability (Extended Cut)

S05 EP05B: DEI Work Is Not About Shame, It’s About Accountability (Extended Cut)

In this extended cut of episode 5, Rianka and Katie continue the conversation on diversity and inclusion in the workplace and how employers can better meet the needs of their employees. This episode builds upon the discussion of S05 EP05: DEI Work Is Not About Shame, It’s About Accountability.

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S05 EP05: DEI Work Is Not About Shame, It’s About Accountability

S05 EP05: DEI Work Is Not About Shame, It’s About Accountability

In this episode, Rianka welcomes back longtime 2050 TrailBlazer podcast guest, employee experience strategist, Katie Augsburger. The two connect on how the past year has changed things for them, providing more introspection, and having find silver linings amidst the grief of the pandemic and the murder of George Floyd, among countless others.

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S05 EP04: Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains

S05 EP04: Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains

In this episode, Rianka speaks with Dani Fava, Head of Strategic Development at Envestnet and self-proclaimed futurist. Dani shares her insights into how the world- and color-of money has changed and her warning for experts who continue to speak from the same echo-chamber, serving new clients with old philosophies.

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S05 EP03: Work Towards Racial Justice, Not Just Diversity

S05 EP03: Work Towards Racial Justice, Not Just Diversity

In this episode Rianka speaks with Rachel Sanborn Lawrence, Director of Advisory Services at Ellevest, about how the company continues to elevate its commitment to being an inclusive workplace, led by its bold “Our Commitment to Racial Justice” statement.


Disclosures:

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.
Information was obtained from third-party sources, which we believe to be reliable but not guaranteed for accuracy or completeness.

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S05 EP02: Observe. Listen. Implement How One Small Business Owner is Advancing Diversity

S05 EP02: Observe. Listen. Implement How One Small Business Owner is Advancing Diversity

In this episode Rianka speaks with John McCarthy, founder of McCarthy Tax Preparation, about his experience increasing diversity in the workplace as a Midwest-based white male small business owner. John shares how his focus on making incremental impacts in his industry is paying dividends for his employees, and previews the work ahead.

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S05 EP01: Action Over Intent Wealth is Getting More Diverse. Are Firms?

S05 EP01: Action Over Intent Wealth is Getting More Diverse. Are Firms?

In this episode, Rianka speaks with Walter Booker, Chief Operating Officer of MarketCounsel, about how firms can improve their Diversity, Equity, Inclusion and Belonging (DEIB) efforts. Wealth, itself, is getting more diverse in terms of clientele and talent. If you want to create a great external client experience, you have to start with a great internal workplace experience.

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S04 EP08: Actionable Steps to Incorporate DEI in RIA Firms

S04 EP08: 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.

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S04 EP07: Walking the DEI Walk in the Banking & Brokerage World

S04 EP07: 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.

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S04 EP06: Having a Greater Vision For Your Life & Money

S04 EP06: 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.

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