On this episode of Targeted on the Future, veteran trade chief Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the significance of taking a human-first method with purchasers, how each advisor can incorporate AI into their practices and why she is reframing the way in which first era wealth builders take into consideration cash.
Particularly, Anna discusses:
- Talking on a “human” degree to purchasers, particularly the subsequent era of traders.
- How her background influenced her choice to concentrate on serving ladies of coloration.
- Why purchasers’ cash behaviors and experiences have an effect on her general planning suggestions.
- How she makes use of AI instruments to supply superior planning, automate guide duties and elevate her advertising efforts
- Her recommendation for corporations contemplating merging or promoting their observe
- How she makes use of the DISK evaluation in managing and creating her crew.
- Why underrepresented teams are leaving our trade at a better price and the way we will 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 glorious, values-aligned monetary recommendation is the norm, not the exception. Having spent her childhood watching the robust ladies 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.
