Behind The Advisor

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte


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We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna.

If you’re interested in what it would be like to build a business as a mom and as a woman of color, this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/294    

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