Couverture de Allies of the Industry

Allies of the Industry

De : Emlen Miles-Mattingly & Dasarte Dasarte Yarnway
  • Résumé

  • Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry. Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!
    Copyright 2023 Emlen Miles-Mattingly & Dasarte Dasarte Yarnway
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    Épisodes
    • Facing fears while scaling a new practice with Alex Koynoff
      Oct 11 2023

      Every single financial advisor that we've chatted with has had some sort of fear upon starting their business.

      Whether it's getting clients, staying solvent, or marketing your firm, there's always something that lives in the back of the minds of advisors as the start the journey of entrepreneurship.

      Alex Koynoff is currently in the thick of it: spreading the story of how he serves clients and wearing all of the hats in his firm. It's winning the battle of consistently getting over fears, and gaining heavy momentum. It's only a matter of time before he blows up.

      In this episode, Alex shares:

      • How being patient helped him reach his personal financial goals
      • How reviewing the retirement plan of his in-laws led him to financial planning
      • How he built a proprietary financial planning tool from scratch.
      • His struggles with marketing and more

      Make sure to follow him on LinkedIn and tune in to this episode today! #RiseWithOnyx

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      37 min
    • Speaking Up and Speaking Out with Marguerita "Rita" Cheng
      Oct 3 2023

      If you don't know who this podcast is with, it's featuring "MC, MC from the DMV" better known as Rita Cheng.

      In this episode, Rita touches on unconscious bias, her experience with "unreasonable" managers and what we can all do to make the financial services industry more inclusive.

      Hit the subscribe button and tune in! #RiseWithOnyx

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      33 min
    • How to Use Q4 to Prepare for Growth in 2024 with Dasarte Yarnway
      Sep 27 2023

      If you're seeking to grow your business next year, waiting until January 1st, 2024 to start planning is a bad idea.

      As my running back coach, Ron Gould, would say: "you're a day late, and a dollar short!"

      In this episode, I'll discuss:

      • Setting the right expectations for Q4
      • Which metrics to review to set fresh goals
      • Making adjustments and a sound game plan for 2024
      • and how to evaluate your tech stack

      If you're looking to grow, this is the episode for you. Don't miss it! #RiseWithOnyx

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      17 min

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