XYPN Radio / Minorities

July 04, 2018

Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success

Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success

When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …

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February 21, 2018

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. David Rae came into the financial advisor field with a theatre background and a passion …

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December 20, 2017

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that ethnic minorities and females have when trying to break into and become established in the field. Listen in …

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