In this episode, Akeiva chats with financial coach Steven Stack. We discuss his journey to becoming a millionaire at age 31, his pointed views on the purpose of wealth, and tips for financial services professionals seeking to work with Black wealthy clients.

Timestamps:
00:00 - Intro
01:32 - Steven's upbringing & critical financial experiences
06:29 - Steven's wealth building journey & resources used
18:17 - Lessons learned on his wealth building journey
23:00 - Challenges faced as a wealth holder
24:33 - Experiences working with financial professionals
27:32 - Values Steven considers when hiring financial professionals
35:36 - How Steven is setting his daughter up for financial success
38:41 - What FinServ professionals should know when seeking to work with wealthy Black clients
44:13 - What FinServ can do help close the racial wealth gap

Connect with Steven:
Website: https://www.stevenlstack.com
Instagram: @stackingwithstack

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/