Leveraging a Career in Journalism for Representation and Advocacy

Natasha Alford is an award-winning journalist, host, and content creator. She pursued journalism with a focus on uncovering education policy in Washington D.C. Now, she’s grown her career in journalism as “The People’s Journalist.” This episode is an amazing insight into the life of someone who is making history as a journalist, and who is pushing past traditional boundaries in her storytelling.

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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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Leveraging Entrepreneurship to Do Good in the World

Everette Taylor has started, or been part-owner of, eight different companies in his career. Through his work, he focuses on marketing, social media, events, and more. However, he also uses his brands under ET Enterprises to contribute work toward causes he’s passionate about. This episode is inspirational for anyone who is looking to explore personal growth. Everette is an incredible testament to the incredible things that hard work, mental health care, and focusing on doing good in the world can do.

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S02 EP07: Becoming Intentional on the Road to Allyship

Lazetta Rainey Braxton, CFP®,  and Kathleen Burns Kingsbury have a beautiful conversation in this episode on how to have honest conversations, make space for one another personally and professionally, and how to start conversations that make you uncomfortable - because, even if they’re uncomfortable, they’re always necessary if we want to make progress.

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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 EP05: Using Your Privilege as a White Woman

How do you spend your privilege?

It’s a tough question to answer - and in this episode, Sonya Dreizler and Arlene Moss tackle it. As two white women, Sonya and Arlene have dedicated themselves to supporting diversity and inclusion conversations in the financial planning profession and beyond.

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S02 EP04: How Media Outlets Can Use Their Platform to Take on Diversity & Inclusion

As the CEO and Publisher of Investment News, Suzanne Siracuse knew that highlighting inclusive initiatives was her responsibility as one of the leading publishers in the financial services industry. The publication has consistently used their platform to start conversations around D&I, and Suzanne offers advice to other media outlets who want to do the same.

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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 EP03: The Journey Behind Establishing a CFP Board Program

S01 EP03: The Journey Behind Establishing a CFP Board Program

If all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers to better herself, this industry, and the lives of her students. She has recently established the CFP program at Delaware State University, and founded her own financial planning firm.

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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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