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Summary:

As the world’s perspective changes, so do the needs of your clients. Are you adapting to push forward and rise above within the industry?

Dana and Zach discuss:

• How they’re working to attract young advisors with unique experiences to work with clients
  
• How they’re developing flexible technology for unique client financial situations
  
• Why creating an environment of change within organizations increases success within financial planning and investments
  
• Increasing representation in technology to move beyond traditional financial planning and increase success for the next generation
  
• And more
  

Resources: 

• PodRocket Academy (Join for free!)
  
• Visit Restream to claim your exclusive offer!
  

Connect With Dana Disrupts:

• Dana Wilson
  
• Dana Disrupts
  
• CHIP
  

Connect With Zach Conway:

• Zach Conway
  
• Seeds
  
• Conway Wealth
  

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Our Guest:

Dana Wilson

Dana L. Wilson is an experienced financial professional with over fifteen years in the financial services industry. She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a marketing concentration. 

Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B & B2C financial services marketplace platform that makes it easy to find Black and Latinx financial professionals. 

Before starting CHIP, Dana has had experience at firms, such as Merrill Lynch, State Farm, SunTrust Bank, SunTrust Investment Services, a boutique firm on Wall St, and most recently ran her independent advisory practice, Active Financial Planning, before joining Manhattan Wealth as an Independent Financial Advisor.

Dana is also a Startup Coach for Apps Without Code, where she teaches entrepreneurs the fundamentals of business planning and sales and marketing strategies to grow their business.

Zach Conway

Zachary Conway is managing director of Conway Wealth Group. With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance.  Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.