Journey: The Financial Advisor Experience
People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors. These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind. This podcast will share the stories of women and people of color who are financial advisors or in the financial industry. We will hear about their journeys into the profession, their challenges, and their advice for other women and people of color who are interested in becoming financial advisors. Hosted by two former investment wholesalers who have spent years engaging and hearing stories from thousands of financial advisors, they have decided to collaborate and bring advisors’ experiences and journeys to the forefront. Join us as we share the Journey: The Financial Advisor Experience directly from advisors worldwide.
Episodes
Mario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals.
He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee State University and has his Certified Financial Planner (CFP®) and Accredited Asse...
Welcome to season 2 of Journey The Financial Advisor experience.
To kick off our new season, we had a chance to chat with Natalie Bergsma. Natalie is the founder of BeyondFA. As a consulting firm, BeyondFA, provides leadership and business coaching, plus hands-on implementation consulting to progressive firms and financial services leaders committed to creating an impact, breaking the mold, and doing more.
Natalie’s journey has ta...
Alex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in financial services.
Earlier in his career, Alex was an institutional wholesaler wi...
Thank you, Brandon Dixon-James, for enlightening our show with your philanthropic, caring, and giving attitude. He is the embodiment of paying it forward and giving back.
He’s an active volunteer in the Fresno underserved communities, and he volunteers as a regular presenter for financial literacy courses to the youth; he’s a member of Kappa Alpha Psi Fraternity Inc., he’s a volunteer for the CFP Board Center for Financial Plannin...
Nola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services. This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst. In that regard, amongst the first to be so well versed. Our conversation was collegial and thorough. We were learning life lessons like sitting in an advanced business or philosop...
It is not often that we Marine Corp diesel mechanic and CDL Long Haul truck driver as part of the journey in financial services. If fact, we have never heard of that. With the CB handle “Lamb Chop”, Jessica Lamb went from the trucking company owner to President of her own independent financial planning practice. While helping anyone that needs sound financial advice, Jessica emphasizes that women have a financial voice and need t...
When we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t pursue the top 1% of income earners. He instead has built a very successful firm ...
We had the great pleasure of having financial and prosperity keynote speaker and NY Times Best-selling author Ellen Rogin on the show.
A seasoned financial advisor that now spends her time making a global impact and teaching individuals how to create prosperity on purpose. With her innovative and thought-provoking strategies, she now impacts the world on how to create purposeful prosperity.
During the show, Ellen shares her journe...
Nikki Gajoo joined us from South Africa. She brought with her a refined professionalism that was very refreshing. Nikki started in a graduate recruitment program at one of the four top banks in Johannesburg. She completed her intense training and was selected to join the private bank. That banking career exposed her to the world of financial planning. She faced some of the same challenges that many minority women encounter h...
If you ever need an encouraging word or a positive spin, be sure to contact Jerome Franklin. He started his career in Financial Service with AG Edwards which later became Wells Fargo. He was one of a few African American advisors in Memphis, TN. When he became the branch manager his unique path became more demanding. Earning the trust and respect of your peers is always challenging for a new manager. Being a minority leader a...
When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities
When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during the “Great Recession” of 2008. Financial services have few persons of color and f...
Alexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financial Planning Association of Maryland.
She’s unafraid of failure and because of that, ...
An advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and authors a sensational blog.
She founded Ellevate Advisors, with the understandin...
A few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure. It was jarring, raw, and so true. She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude. Male attitudes toward women. From passive-aggressive behaviors to downright disrespectful comments, she seemed ...
Jean Archary of Money Messages is a mother, author, teacher, and master motivator. She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic: Money. Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace Coach in South Africa. A teacher of financial literacy, she is vital in helpi...
Garry Bridgeman may not call himself a pioneer. Those that have tried to follow in his enormous footsteps may beg to differ.
For 40-plus years Garry was first or among the first.
-He was Mississippi's first African American to be employed by a major broker-dealer
-He was Merrill Lynch's Top African American Financial Advisor
Join Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe.
In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series.
Stay tuned for the full episode.
Buckle up as this is guaranteed to be an informative and interesting show.
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