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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?
In this episode, Matt Halloran talks to Dana Wilson, Founder and CEO of CHIP, and Zach Conway, Founder and CEO of Seeds. They discuss the evolution of financial services through a human perspective, focusing on how a change in clients’ needs and expectations requires companies to adapt their services and create flexible technology.
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 in financial planning and investments
- Increasing representation in technology to move beyond traditional financial planning and increase success for the next generation
- And more
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About Our Guest:
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.
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.