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In this episode, we speak with Kamila Elliott, co-founder and CEO of Collective Wealth Partners. Kamila shares with us her career journey from bank teller to CEO of her own boutique advisory firm in Atlanta, GA. Kamila spent most of her professional career at Vanguard assisting ultra-high-net worth individuals before co-founding her boutique firm, Collective Wealth Partners, a majority woman-owned and all-black advisory firm dedicated to supporting the creation of wealth for Black and other resilient communities.
“When people believe in you, believe in them” – Kamila Elliott
What to Listen ForMy career chose me - 2:32 Where my career took me - 4:30 Adult learning styles - 6:45 Her role as CEO and Sr Wealth Advisor - 8:45 When you’re in your own way - 12:45 Your weakness can be an opportunity - 16:41 How a mentor helped during a career rut - 19:45 Why you need to be aware of all your financial goals - 25:30 Be Fearless - 29:45 Resources mentioned in the podcastLinkedIn - Kamila Elliott - https://www.linkedin.com/in/kamilaelliott/ Website – Kamila Elliot/Collective Wealth Partners - https://www.collectivewealthpartners.com/kamila-elliott Website – Collective Wealth Partners - https://www.collectivewealthpartners.com/
Recommended Book:StrengthsFinders by Tom Rath - https://www.barnesandnoble.com/w/strengthsfinder-20-gallup/1137658092
Check-in with Sweet but FearlessWebsite - www.sweetbutfearless.com Facebook - https://www.facebook.com/groups/successfulwomensnetwork LinkedIn - https://www.linkedin.com/company/successfulwomensnetwork
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In this episode, we speak with Kamila Elliott, co-founder and CEO of Collective Wealth Partners. Kamila shares with us her career journey from bank teller to CEO of her own boutique advisory firm in Atlanta, GA. Kamila spent most of her professional career at Vanguard assisting ultra-high-net worth individuals before co-founding her boutique firm, Collective Wealth Partners, a majority woman-owned and all-black advisory firm dedicated to supporting the creation of wealth for Black and other resilient communities.
“When people believe in you, believe in them” – Kamila Elliott
What to Listen ForMy career chose me - 2:32 Where my career took me - 4:30 Adult learning styles - 6:45 Her role as CEO and Sr Wealth Advisor - 8:45 When you’re in your own way - 12:45 Your weakness can be an opportunity - 16:41 How a mentor helped during a career rut - 19:45 Why you need to be aware of all your financial goals - 25:30 Be Fearless - 29:45 Resources mentioned in the podcastLinkedIn - Kamila Elliott - https://www.linkedin.com/in/kamilaelliott/ Website – Kamila Elliot/Collective Wealth Partners - https://www.collectivewealthpartners.com/kamila-elliott Website – Collective Wealth Partners - https://www.collectivewealthpartners.com/
Recommended Book:StrengthsFinders by Tom Rath - https://www.barnesandnoble.com/w/strengthsfinder-20-gallup/1137658092
Check-in with Sweet but FearlessWebsite - www.sweetbutfearless.com Facebook - https://www.facebook.com/groups/successfulwomensnetwork LinkedIn - https://www.linkedin.com/company/successfulwomensnetwork