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Ep 65: How to Build a Future-Proof Practice as a Financial Advisor – RIAs
Ep 65: How to Build a Future-Proof Practice as a Financial Advisor – RIAs
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.Today’s guest is Anna N’Jie-Konte, CEO of Poder Wealth Advisors. Anna helps women navigate life transitions, such as divorce, inheritance, or business exits, and create aligned financial strategies rooted in their values. As a Puerto Rican, Gambian-American financial advisor, Anna is committed to making excellent, values-aligned advice accessible to women of color.She’s been recognized as a 3x winner of Investopedia's “Top 100 Influential Financial Advisors” and has been named one of Financial Advisor Magazine’s “10 Young Advisors to Watch”.
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Episode: How to Build a Future-Proof Practice as a Financial Advisor – RIAs
Guest: Anna N'Jie-Konte
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.
Today’s guest is Anna N’Jie-Konte, CEO of Poder Wealth Advisors. Anna helps women navigate life transitions, such as divorce, inheritance, or business exits, and create aligned financial strategies rooted in their values. As a Puerto Rican, Gambian-American financial advisor, Anna is committed to making excellent, values-aligned advice accessible to women of color.
She’s been recognized as a 3x winner of Investopedia's “Top 100 Influential Financial Advisors” and has been named one of Financial Advisor Magazine’s “10 Young Advisors to Watch”.
Key Takeaways:
✅ Embrace the RIA Model for Autonomy – The RIA model offers financial advisors flexibility and control, providing independence in both client relationships and business operations, especially for those with unique visions or family commitments.
✅ Clients Value Independence – Many clients prefer the autonomy of RIAs, as they are often drawn to firms that lack large corporate structures.
✅ Niche Down to Connect Deeply – Specializing in a specific niche, such as working with women navigating life transitions, allows advisors to tailor their services and messaging, fostering stronger, more personal connections with clients.
✅ Social Media is a Client Magnet – A strong online presence is essential for attracting clients, especially in virtual practices. Consistent content creation helps build trust and establish expertise.
✅ Content Consumption is Key – Prospects typically need to consume hours of content before feeling comfortable becoming clients. Regularly creating and distributing valuable content is essential for client acquisition.
Connect with Anna N’Jie-Konte
🌐 Website: Poder Wealth Advisors
🔗 LinkedIn: Anna N'Jie-Konte
📷 Instagram: @poderwealthadvisors
Connect with Catherine
🔗 LinkedIn
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🌐 Dominion Enterprise Services
📧 Email: admin@dominiones.com
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