This week, Jamie Hopkins and Ana Trujillo Limon talk with Dana Wilson, CEO & Founder of CHIP (Changing How Individuals Prosper), about ensuring visibility and sustainability of financial professionals of color in the finance industry and our role as leaders and advocates.
You can find show notes and other information at CarsonGroup.com/Framework.
See it Be it honoree Dana Wilson shares her story of founding CHIP (Changing How Individuals Prosper), an online community that helps people of color find advisers and other professionals who look like them. Jordan Waxman, an adviser to professional athletes, celebrities and advocates, joins to discuss how advisers could take advantage of the recent NCAA rule allowing greater freedom for student athletes to earn income off their name and likeness.
Dana L. Wilson and I chat about how she found herself in financial services, why she founded her company, CHIP, and we take a dive into personal finances.
Consumers want to work with advisors like them! That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult. Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, Laura Gregg and David Partain welcome Dana back to the show to check in on the progress of her fintech firm that matches consumers and advisors of color and the new resources CHIP is providing to build a vibrant new community.
Consumers want to work with advisors like them! That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult. Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, Laura Gregg and David Partain welcome Dana back to the show to check in on the progress of her fintech firm that matches consumers and advisors of color and the new resources CHIP is providing to build a vibrant new community.
Having the right #wealthtech in place is critical to attracting #nextgen investors and the advisors who will serve them. On the heels of their article in Financial Planning, Dana L. Wilson and Zachary Conway sat down with Matt Halloran, Influence Accelerator, at the Carson Group Excell conference to talk about how financial advice needs to change and why.
The founder and CEO of Changing How Individuals Prosper(or CHIP), a B2B financial services marketplace, Dana Wilson, explains that your advisory firm’s ability to attract, build and retain a diverse workforce begins with you and your beliefs. It’s important to align your mission, marketing materials, processes and policies to ensure that your firm is being consistent with its culture, Wilson says. Also, don’t avoid discussions about uncomfortable work issues; be courageous and give everyone the chance to share their views.
Panel: Recruiting NextGen and Return-to-the-Workforce Talent
Amplify Your Voice:
How to Podcast Like a PRO
Penn State Start-Up Week 2022
Panel Topic "Women Trailblazers: Securing Capital in a Male-Dominated Space"
fintech talents
North America
Juneteenth discussion "Money, Power, Respect in the 21st Century"
6-16-22
Excell 2022
Financial services is rapidly changing, and you can either be a catalyst for growth or get left behind. Let’s evolve together in 2022. Let’s be part of the revolution.
Change starts with us – and the transformation begins at Excell 2022.
More than 1,500 advisors will converge at The Cosmopolitan of Las Vegas for the 37th Excell Conference.
You’ll feel inspired and empowered by our keynote speakers and breakout sessions. And at the network events, you’ll create connections across one of the most vibrant advisor communities in existence.
Experience the best three days you can spend changing for the better, individually and across your team.
Wharton Women’s Summit 2022
I had the opportunity to speak at the 24th Wharton Women’s Summit 2022. Since 1999, Wharton Women In Business has organized an annual Women Summit in the fall, welcoming hundreds of women from all over the United States. This year’s theme, Still We Rise, reflects women’s achievements and successes, rising together despite challenges. What a day of great energy and inspiration. For more information on the event, visit whartonwomenssummit.com.”
Money 2020 USA October 2022
Panel: No Code Fintech For Communities
BITCON 2022
BITCON is the annual conference for the Blacks In Technology community hosted by Blacks In Technology, LLC (BIT) and the 501(c)(3) Blacks In Technology Foundation. The 2022 conference will be a hybrid of in-person and live streamed the main stage, attended by IT professionals, university students, and a variety of afro-technologists and futurists.
This year we anticipate that over 1,000 attendees will come to Disney World for a “conference for the culture”. You’ll be joined by technology leaders, IT professionals, influential investors, global influencers, and policymakers from the world’s largest companies, government agencies, and promising new startups.
#bitcon2022 #blacksintech
Upcoming Events in 2022
EXCELL REPRESENT
Excell Represent is a first-of-its-kind event, bringing together a problem-solving community across companies and channels to address the issues most critical to women in wealth management.
An event like this couldn’t come from just one organization. That’s why four companies – representing different models and approaches to financial advice – have come together to create something that’s 100% about the betterment of the industry and the advancement of the women who are here today and will join us in the future.
