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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: Page 1
Feb 10, 2021

We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna.

Anna tells us about her journey to going out on her own and how it took learning the stories of others to inspire her and paint a picture of what success may look like if she broke out on her own. She shares how being authentic is a magnet for her clients, and how her approach allows her clients to feel safe with her, and see the value of a long-term financial planning engagement. Anna’s three young girls can be heard in the background of the episode, but Anna is unfazed. Anna talks about what it’s been like to start a business from scratch as a mom and a first-generation American, the intentionality with which she’s built Dare to Dream, and how she uses a barometer of satisfaction to determine if something is working or not. Anna’s commitment to changing the reputation and face of this industry is clear, and her love for her work is even more so. Of her career Anna reflects, “I can’t believe I get paid to do this.”

If you’re interested in what it would be like to build a business as a mom and as a woman of color, this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/294    

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