NextGen in 10: Adding Value with Next-Gen Advisors
How younger advisors are uniquely suited to bring value to clients of all ages and backgrounds.
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View DetailsNovember 10, 2020
Younger clients naturally want to work with a younger advisor. But, surprisingly, many older clients also have good reasons for wanting to work with a younger advisor, including a fresh perspective, greater openness, and continuity with the client's beneficiaries.
In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about the unique value she has been able to bring to clients as a millennial advisor, and how younger advisors can be confident in their ability to help clients of all ages and backgrounds.
Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes 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. She serves 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 InvestmentNews’ inaugural 2017 Women to Watch Rising Star award 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.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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