Redefining Mentorship and Sponsorship in the Pursuit of Success

In this episode, Carla Harris of Morgan Stanley is dropping so many pearls of wisdom. We cover entrepreneurship, the importance of the DEI movement, how you can advocate for yourself in work and in life, and so much more. Are you ready to be blown away? Tune in now!

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S02 EP08: Diversity, Equity & Inclusion: Moving From Why to How


In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to address equity within your organization, and the best way to accept critical love as we all work to be better and more inclusive of others in our career and in life.

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S02 EP06: LGBTQ Inclusion in the Financial Planning Profession

Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about LGBTQ inclusivity as an ally.

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S02 EP03: Opening Up the Conversation: Empower & Retain Women in Workforce

As we continue to build the dialogue around diversity, equity, and inclusion, it was very timely to be able to sit down with Mark Berg, CFP®, and Mark Johannessen, CFP®, AIF®, who participated in the FPA 2018 Annual Conference panel, Winning the Fight for the Female Talent: How Firms Can Gain an Edge.”

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S02 EP02: Trailblazing with Inclusivity at the Corporate Level

S02 EP02: Trailblazing with Inclusivity at the Corporate Level

In continuing our conversation around allyship, I’m sitting down with Tom Nally from TD Ameritrade and Ed Gjertsen II, representing FPA, this week. We’re discussing how to build inclusivity into the foundation of your business’s structure, and what actionable steps you can take to get started when you’re just not sure where to begin.

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S02 EP01: Exploring the Practice of Dynamic Allyship

When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people with privileged identities reached out to us asking about how they could start being an ally, or how they could become a better ally. So many conversations started with, “I’m here, I’m listening, and I want to help.” That’s why, this season, we’re taking some time to focus on allyship.

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S01 EP09: How to Build an Inclusive Hiring Process in the Financial Planning World

S01 EP09: How to Build an Inclusive Hiring Process in the Financial Planning World

Season One’s final episode of 2050 TrailBlazers was so good we had to break it into a Part 2! HR pro, Katie Augsburger, is breaking open the hiring process dilemma. She’s empowering all of us in the financial planning profession to tap top talent, retain them, and find authentic ways to increase and diversify your network.

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S01 EP08: How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession

S01 EP08: How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession

In this episode of 2050 TrailBlazers, we’re giving you the tools YOU need to implement inclusion and diversity initiatives in YOUR organization. We’re reviewing a wide range of topics we’ve covered so far this season, and how you can start to move the needle, make a change, and blaze trails of your own.

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S01 EP07: Embracing Your Identity in the Financial Planning Profession

S01 EP07: Embracing Your Identity in the Financial Planning Profession

When Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think his application would be selected out of the sea of other qualified applicants. However, when he realized his application was accepted, he realized the importance of his new spokesman role held.

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S01 EP05: How to be Your Bold, Authentic Self in the World of Financial Planning

S01 EP05: How to be Your Bold, Authentic Self in the World of Financial Planning

Angela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believes that being herself, committing to her community, and following her passion allows her to empower other women of color to pursue their calling - in this profession, and across all industries.

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S01 EP04: How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation

S01 EP04: How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation

Dr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial Planning in the profession, he has dedicated his life to making financial planning more accessible and to diversity research.

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S01 EP02: Promoting Diversity and Creating Intentional Career Paths in Financial Planning

S01 EP02: Promoting Diversity and Creating Intentional Career Paths in Financial Planning

Lazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a true trailblazer in the financial planning industry - and she’s here this week to discuss how to grow yourself, foster diversity and visibility, and spark change in our profession.

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S01 EP01: Attracting Diverse Talent and Growing the Financial Planning Profession

S01 EP01: Attracting Diverse Talent and Growing the Financial Planning Profession

Cy Richardson knows that the financial planning sector isn’t the only industry seeking young, talented professionals. But he also knows that financial planning offers an outlet for people who genuinely want to do good and touch the lives of others.

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