Growing Your Financial Business...The Woman's Way artwork

EP 046 Advocating for Change in the Financial Industry with Pam Capalad

Growing Your Financial Business...The Woman's Way

English - November 24, 2021 05:01 - 29 minutes - ★★★★★ - 18 ratings
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Previous Episode: EP 045 How to Stop Hustling and Start Scaling Your Business with Julia Carlson
Next Episode: EP 047 Managing Your Crypto For Maximum Profit with Jason Fladlien

The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 and has brunched with over 400 people and counting.

If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:

Outside Business Activities and creating unique business models

The connection of race and wealth in America

Building deeper relationships with clients

For more where that came from, connect with me and Pam on social media!

Connect with Pam Capalad
Website: https://brunchandbudget.com/ 
Instagram: https://www.instagram.com/brunchandbudget/?hl=en 
Twitter: https://twitter.com/brunchandbudget?lang=en 
LinkedIn: https://www.linkedin.com/company/brunch-&-budget/ 

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 and has brunched with over 400 people and counting.


If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:



Outside Business Activities and creating unique business models
The connection of race and wealth in America
Building deeper relationships with clients


For more where that came from, connect with me and Pam on social media!


Connect with Pam Capalad

Website: https://brunchandbudget.com/ 

Instagram: https://www.instagram.com/brunchandbudget/?hl=en 

Twitter: https://twitter.com/brunchandbudget?lang=en 

LinkedIn: https://www.linkedin.com/company/brunch-&-budget/ 


Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices

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