Month: March 2024
Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion

Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion

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In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the importance of taking a human first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about money.

Specifically, Anna discusses:

  • Speaking on a “human” level to clients, especially the next generation of investors.
  • How her background influenced her decision to focus on serving women of color.
  • Why clients’ money behaviors and experiences affect her overall planning recommendations.
  • How she uses AI tools to provide advanced planning, automate manual tasks and elevate her marketing efforts
  • Her advice for firms considering merging or selling their practice
  • How she uses the DISK assessment in managing and developing her team.
  • Why underrepresented groups are leaving our industry at a higher rate and how we can combat it.

Connect With Suzanne Siracuse:

Connect With Anna N’Jie Konte:

Anna N’Jie Konte BIO  

Anna N’Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Re-Envision Wealth. As President, Anna manages the firm’s financial planning, advisory, and operations strategies. She is a proud Puerto Rican, Gambian-American who is committed to building a firm where access to excellent, values-aligned financial advice is the norm, not the exception. Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color. 

 She is a 3x winner of Investopedia’s “Top 100 Influential Financial Advisors” and has been named “10 Young Advisors to Watch” by Financial Advisor Magazine. She serves as a CFP Board Brand Ambassador; an advisory board member to Wealth.com; and a board member of the FInserv Foundation.



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Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

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In the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Carina Diamond, CEO of Stella Secunda and Director of Diversitas, Expanding Diversity in Wealth Management. They discuss the importance of adopting a personal approach with every client and how that leads to more business. Carina also describes why talent development and retention is everybody’s job and how having a beginner’s mindset attributes to growth both personally and professionally. 

Specifically, Carina details:

  • The critical areas firms and advisors need to consider for success now and in the future, as we navigate changing investor demographics
  • How programs such as Diversitas and the Externship play a role in attracting nextgen talent into our profession
  • Her top recommendations for firms on growing their client base; it starts with getting personal

Resources:

Connect With Suzanne Siracuse:

Connect With Carina Diamond:

About Our Guest:

An award-winning financial advisor, entrepreneur and executive, Carina Diamond is the founder and CEO of Stella Secunda, Latin for “Next Star,” which provides consultative organic growth strategies to a variety of companies in the financial services industry. Carina is the Director of Diversitas, Expanding Diversity in Wealth Management, a national initiative founded at The University of Akron. She also consults with a major insurance company on a financial wellness app, and is a sought-after speaker at industry conferences. 

Throughout her 30-year career, Carina has built and scaled successful wealth management teams, including her own. Five years after launching her RIA, she sold the business to Dakota Wealth Management, where she joined the firm first as Chief Experience Officer and was later promoted to Chief Growth Officer. 

 





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