Real Talk with Fanci and Steve

18 episodes - English - Latest episode: almost 2 years ago - ★★★★★ - 2 ratings

Manhattan Ridge Advisors is pleased to announce its podcast series called, “Real Talk” with Fanci and Steve. This is not a “woke” or “woe is me” type of podcast. We will examine Diversity, Equity, and Inclusion topics for Financial Advisors and Business Owners that want to grow with diversity in mind.

Please mark your calendars for this exciting Podcast hosted by, with Fanci A. Worthington, CFP®, AIF®, of Cetera Investors along with Steve Oliver, Managing Partner and CEO of Manhattan Ridge Advisors.

Our podcast prepares listeners to grow a business with diversity in mind. We hope to provide education, action steps, and create awareness about different perspectives to achieve better outcomes.

You might differ from others in all sorts of ways, including (but not limited to) things like race, ethnicity, creed, color, gender, sexual orientation, socioeconomic status, age, culture, or national origin. You might also differ in aspects like language, physical abilities, intellectual tradition, military/veteran status, political perspective, and other life experiences.

A diverse environment is one where a variety of individuals, groups, and/or communities with different characteristics exist together.

Diversity is essential, but it is not sufficient. Your team can be diverse and yet not inclusive, that is why diversity is a business imperative.

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Episodes

Part 2 with Raven: Being the First or Only

May 10, 2022 16:41 - 36 minutes - 33.5 MB

Here is where multigenerational diversity intersects with racial diversity. Listen in while Raven Solomon discusses how growth is impacted with diversity. Her book: https://www.amazon.com/Leading-Your-Parents-Multigenerational-Millennials-ebook/dp/B07PB6G6MV Her Website: https://www.ravensolomon.com/ Her LinkedIn Community: https://www.linkedin.com/in/ravensolomon/

Part 1 with Raven: Age Diversity

May 10, 2022 16:29 - 26 minutes - 23.8 MB

Raven Solomon shares some ways age diversity can help your practice. She is a prominent trainer and speaker, NCState Validictorian, and author. Check out her book, "Leading your Parents: 25 Rules to Effective Multigenerational Leadership for Millenials and Gen Z". https://www.amazon.com/Leading-Your-Parents-Multigenerational-Millennials-ebook/dp/B07PB6G6MV and her website: https://www.ravensolomon.com/ and her LinkedIn Community: https://www.linkedin.com/in/ravensolomon/

Military: The "Pinnacle" pool of Diverse Talent

May 10, 2022 14:55 - 35 minutes - 32.8 MB

Lance Collins, SVP and Area Manager with Pinnacle Financail Partners, joins us to discuss hiring military into financial services. After leaving Iraq servicing our country as a combat Veteran, Lance found his next best chapter as a financial advisor. You will be humbled and learn a lot from this fantastic advisor.

Recruiting With Diversity in Mind

May 10, 2022 14:48 - 13 minutes - 12.1 MB

In this episode, Fanci and Steve discuss ways that you can grow your team with diversity in mind. Recruiting financial advisors isn't easy, but this episode can help!

Why Podcast?

March 16, 2022 13:11 - 43 minutes - 40 MB

Should you start a Podcast?

March 16, 2022 13:11 - 43 minutes - 40 MB

In this episode we chat with our producer, Eric Kasimov, with Kas Marketing about why financial advisors use podcasting as a marketing forum. Podcasting can be a great way to communicate internally with your team, deliver content for your clients, or help you grow your practice.

Practice Growth: The Ultimate Client Experience

March 09, 2022 14:09 - 37 minutes - 34.2 MB

Financial advisors that are in growth mode can learn great tips for the ultimate client experience. The demographics of wealth is changing rapidly. For advisors that are continuing to grow, this episode is for you.

New Markets, New Clients

March 09, 2022 14:09 - 37 minutes - 34.2 MB

Practice Growth: Habits!

March 09, 2022 14:08 - 41 minutes - 37.9 MB

In this episode, hear from a pro goal-setter, Sylvester Thomas Jr LUTCF, CSSCS. Sylvester has lead advisors for over 30 years to develop strong practices for themselves. In this episode you can hear Sylvester, "Sly", Thomas coach you on his ideas for a strong business plan.

Sylvester Thomas Jr. LUTCF, CSSCS

March 09, 2022 14:08 - 41 minutes - 37.9 MB

Frank Van Buren - Life Lessons From The Cockpit

January 18, 2022 17:54 - 58 minutes - 53.3 MB

This episode highlights Frank Van Buren, Managing Director with Wells Fargo - Frank serves as a Talent Development Officer for Mergers and Acquisitions and Middle Market Investment Banking. We dive into learning more about his lessons learned as a Blackhawk Helicopter Pilot.

Seat at The Table

January 18, 2022 17:44 - 36 minutes - 33.7 MB

Fanci A. Worthington, CFP® AIF®, Vice President and Branch Manager of Cetera Investors in Charlotte, NC, and Steve Oliver, RICP, C(k)P, CPFA, CWS, CRPC, AIF, Diversity Council member, and CEO of Manhattan Ridge Advisors in Manhattan discuss what "seat at the table" means with regards to running more inclusive, diverse meetings.