Money in the Asian American Culture

This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fantastic job of offering both her personal experiences, getting vulnerable in her conversation, and providing well-researched information about the Asian American culture as a whole.

Read More

Understanding the Intersection of Money & Culture

In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never just about the money. Working with clients on their personal finances can be challenging, and it will be even more challenging if we don’t look to approach our diverse client base with curiosity, openness, and the ultimate goal of helping them find their best financial life.

Read More

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.

Read More

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.

Read More