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Anna N'Jie

5 Podcast Episodes

Latest 24 Sep 2022 | Updated Daily

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Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated with Anna N'Jie-Konte

Financial Advisor Success

Anna N’Jie-Konte is the founder of Dare to Dream Financial Planning, an independent RIA based out of the New York City that has grown to more than $400,000 in annual revenue in only 3 years by having a base of 32 ongoing clients and more than a dozen project-based planning clients who go through her one-day financial planning intensive. Anna has been able to accelerate her firm’s growth by leveraging her reach through appearing on podcasts with sizeable audiences and by developing her own virtual conference that allows her to get in front of the audiences of financial influencers. Listen in as Anna shares how she used a network of 19 financial influencers to get in front of more than 1,000 highly engaged prospects during her free 5-day virtual conference, and how she vets podcasts to appear on and targets those that have not directly featured financial experts previously. We also discuss why she decided to leave her position at a broker-dealer to launch her own firm and find better work/life balance, what she believes the keys are to creating a successful career path as a financial advisor, and why it’s important to know when to ask for help to avoid serious burnout. For show notes and more visit: https://www.kitces.com/293

1hr 35mins

9 Aug 2022

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Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation

The Human Advisor

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

51mins

2 Feb 2022

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Level Up Your Money with Special Guest & Certified Financial Planner, Anna N'Jie Konte, Episode 76

The Level Up Latina Podcast

This is the show we've been waiting for! With holidays around the corner and life being what it is, we are covering smart money moves with a highly-skilled certified financial planner (CFP), but not just any CFP.... today's special guest, Anna N'Jie Konte, is a strong Afro-Latina thriving in a field often void of diversity and equity. Anna breaks the mold and shares her passion for financial planning as we discuss making money work for you! We cover the importance of wealth accumulation and investing, especially as first-gen women. There's something for everyone in this show! Listen as Anna shares uncensored and practical advice as well as important steps to leveling up your money!

40mins

9 Dec 2020

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Ep. 129 - Helping First Generation Americans Achieve their Wealth Generation Goals with Anna N'Jie-Konte, Founder of Dare to Dream Financial Planning

Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of the Planet MicroCap Podcast, our host spoke with Anna N'Jie-Konte, Founder of Dare to Dream Financial Planning. Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree. She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace. Please enjoy our conversation and learning more about Anna N'Jie-Konte and Dare to Dream Financial Planning. Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft For more information about Anna N'Jie-Konte and Dare to Dream Financial Planning, please visit: www.daretodreamplanning.com and www.annanjiekonte.com You can Follow Anna N'Jie-Konte on Twitter @anjiekonte

47mins

8 Jul 2020

Most Popular

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Anna N'Jie-Konte, MBA, CFP® (@anjiekonte) - Show Me The Money

The Dr. Will Show Podcast

Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree. She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace. Anna is a native New Yorker; lover of everything related to food, the Gambia, Latino history, West African culture, and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics, hanging with her husband and three daughters, or dreaming about her next adventure.

44mins

1 Jul 2020