Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Rianka Dorsainvil.  

 

You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. 

 

Through your work as a millennial CERTIFIED FINANCIAL PLANNER™, you bring a unique perspective not only on the current state of the financial service industry but on how to stay relevant in an ever-changing world. 

 

You serve as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

 

As a financial planner and an advocate for diversity, equity, and inclusion, you believe that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long - and she’s here to help change the tides.

In this conversation, you’ll hear:

 

- how to identify and understand the problem of hiring the best talent for the financial planning profession;

- why the financial services as an industry is at a critical crossroads;

- the ingredients necessary to have financial advice “change family trees”;

- why and how wealth management firms can leverage their growth to help develop the next generation of financial professionals;

- Rianka’s thoughts on where the cultivation of the talent pipeline should begin; and 

-a whole lot more!

 

Resources:

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