Welcome to the third episode of the Diversity in Action™ podcast Season 2!
In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP makes it easy to find financial professionals of color. In 2021, Investment News recognized Dana as a "See It Be It Role Model" for her exceptional work in promoting diversity, equity, and inclusion. During our conversation, Dana discussed the origin of CHIP and shared that the catalyst for its creation was the culmination of events throughout COVID, including racial injustice and the tragic murder of George Floyd. These incidents motivated Dana to take action and make a meaningful impact in promoting diversity and inclusivity.
Dana also discussed her podcast named the "Included Series," which she started around 2020. The podcast aims to make people of color feel included in financial conversations. Additionally, she talked about the BRIEF publication that she co-authored with Ana Trujillo Limon. It is a digital magazine that focuses on providing consumer-focused content and allows professionals within the industry to contribute their writing.
This episode will empower listeners to actively seek out diverse and inclusive financial services, fostering a more equitable industry. Also, it will offer them a wealth of knowledge and insights that can inspire positive change and promote inclusivity in the financial landscape.
Episode Highlights:
>> About Dana’s career path
>> What made her pursue her MBA
>> About CHIP and the initial origin story of it
>> The purpose of CHIP
>> The roadmap for CHIP
>> What does it look like to be a CHIP member
>> About the Included series podcast
>> About the BRIEF publication
>> The intentional visibility
>> Process and fee in getting into the CHIP platform
Episode Sponsor:
This episode is brought to you by eMoney Advisor, LLC. eMoney provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 98,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5 million households throughout the United States. To learn more about eMoney, visit eMoneyAdvisor.com.
Connect with Dana:
>> Website: www.chipprofessionals.com
>> LinkedIn: www.linkedin.com/in/danalwilson and www.linkedin.com/company/chip-professionals
>> Twitter: @CHIP_pros
>> Facebook: www.facebook.com/chipprofessionals
>> Youtube: www.youtube.com/channel
>> Instagram: @chipprofessionals
Connect with Dana’s Co-Author for BRIEF Publication:
>> Linked In: www.linkedin.com/in/anatlimon
Resources Mentioned in the Episode:
>> The BRIEF Publication
>> Rich Dad Poor Dad
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org
