In this episode of Conversations for Financial Professionals, we have Rianka R. Dorsainvil , CFP® who is the 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 her work as a millennial CERTIFIED FINANCIAL PLANNER™, she brings 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.

In this episode of Conversations for Financial Professionals, we have Benjamin Brandt who is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company and also the host of the popular podcast Retirement Starts. He was recently named as one of the top 40 financial advisors under age 40 by Investment News. Benjamin is also an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15 month deployment to Iraq in 2003. He has been featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others. In his free time, Benjamin and his wife Kristen can be found on the weekends at the hockey rink, or on the gymnastic and wrestling mats, chasing their six energetic children.

In this episode of Conversations for Financial Professionals, we have Stephanie McCullough who founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And she believes the traditional financial services industry is ill-equipped to handle this problem. She and her team provide non-judgmental, holistic financial planning as well as investment management, and are devoted to helping their clients build confidence, resilience, and joy in their lives. It’s not just about the money!

In this episode of Conversations for Financial Professionals, we have Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about.

In this episode of Conversations for Financial Professionals, we have Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new opportunities for financial advisors. Jerry discusses how decentralized finance may have an impact on our society in general while he also tries to address some of the confusion revolving around this topic. Jerry is a California native that has had a variety of career stops providing tons of perspective from being a mental health coordinator to loan officer to show business and now an investor living in Costa Rica.

In this episode of Conversations for Financial Professionals, we have Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sectors for over a decade, helping improve your clients’ personal finances.    She founded ChiefFinancialMom.com, a personal finance education blog to help other busy moms. She's also the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University. You currently reside in Virginia with your husband and three daughters.

In this episode of Conversations for Financial Professionals, we have Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University. She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council.

In this episode of Conversations for Financial Professionals, we are joined by Steve Sims. Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now! Steve Sims is a world-renowned entrepreneur and the CEO of Bluefish.

In this episode of Conversations for Financial Professionals, Jessica Medina went from being a lawyer practicing family law for a big firm to being a financial coach who wants to help lawyers see the light of day and how she learned about finances. 

In this episode of Conversations for Financial Professionals, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional.