Disrupting with 
Intention!

Thank you to all who have created space to share my personal and professional journey. 

I am truly grateful and look forward to the changes we make together. 

 

Topics I'm Passionate About!

Rentention In Financial Services
How To Recruit More Diverse Talent
Inclusion In Financial Technology
Breaking Barriers In Financial Services
Inclusion In Financial Services
Expanding Wealth Opportunities For Communities Of Color
Empowering Women In Financial Serivces
Closing The Racial Wealth Gap
Lowcode/Nocode Technology
Leveraging Tech To Build Generational Wealth
Building A "Disruptive" Brand
Empowering The Next Generation Of Leaders & Entrepreneurs
The Importance Of Mentorship
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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.

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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.

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.

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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.

 
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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"

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fintech talents
North America

Juneteenth discussion "Money, Power, Respect in the 21st Century"
6-16-22

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Upcoming Events in 2022

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.

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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

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Panel: Structured Mentorship: How Investing in Professional Coaching Generates Higher Growth Potential