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On this episode of Centered on the Future, veteran business chief Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the significance of taking a human-first strategy with purchasers, how each advisor can incorporate AI into their practices and why she is reframing the best way first technology wealth builders take into consideration cash.
Particularly, Anna discusses:
- Talking on a “human” stage to purchasers, particularly the subsequent technology of traders.
- How her background influenced her resolution to give attention to serving girls of coloration.
- Why purchasers’ cash behaviors and experiences have an effect on her total planning suggestions.
- How she makes use of AI instruments to offer superior planning, automate handbook duties and elevate her advertising and marketing efforts
- Her recommendation for companies contemplating merging or promoting their observe
- How she makes use of the DISK evaluation in managing and growing her workforce.
- Why underrepresented teams are leaving our business at the next charge and the way we are able to fight it.
Join With Suzanne Siracuse:
Join With Anna N’Jie Konte:
Anna N’Jie Konte BIO
Anna N’Jie-Konte, MBA, CFP® is the President and Director of Monetary Planning for Re-Envision Wealth. As President, Anna manages the agency’s monetary planning, advisory, and operations methods. She is a proud Puerto Rican, Gambian-American who’s dedicated to constructing a agency the place entry to wonderful, values-aligned monetary recommendation is the norm, not the exception. Having spent her childhood watching the robust girls round her reside lives dictated by their financial institution balances, she’s on a mission to rewrite the cash tales of girls of coloration.
She is a 3x winner of Investopedia’s “Prime 100 Influential Monetary Advisors” and has been named “10 Younger Advisors to Watch” by Monetary Advisor Journal. She serves as a CFP Board Model Ambassador; an advisory board member to Wealth.com; and a board member of the FInserv Basis.
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