Wayne and I discuss the following topics:

• Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
• Finding financial success but lacking fulfillment in trading
• Making a big pivot in becoming a NYC school teacher
• How being a teacher helped him build valuable skills while making an impact on his students
• Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
• How his background as a teacher was an asset as an advisor
• Early lessons learned as a wholesaler
• Taking a consultative approach in sales
• How selling to RIAs is different than broker dealer advisors
• The challenges and advantages of the wholesaler lifestyle
• Advice for those considering a career in wholesaling
• Diversity challenges in the financial services industry
• Giving back

www.diversityinwholesaling.com

www.ewanfoundation.org

Sibil and I discuss the following topics:

• Early influences and growing up as a 1st generation American
• Sibil's college experiences, learning from mistakes and finding her calling in Finance
• How a chance interaction orchestrated by her father leads to her first job in the industry
• Finding her footing in the industry and acquiring the CFA Charter & CAIA designation
• Struggling with and emerging from a period of unemployment
• Getting comfortable with raising one's profile in the industry
• Becoming a podcast host
• Taking opportunities to give back and to help make the industry more welcoming for people of diverse backrgounds

Marie and I discuss the following topics:

• Creating your own career opportunity
• Taking initiative and proving yourself
• Why management is a calling
• Write your own obituary
• Evaluating career opportunities carefully
• How to hire great people
• Why diversity wins

Contact Marie Dzanis:

https://www.linkedin.com/in/marie-dzanis-cima%C2%AE-6b13414/

Contact John Keavey:

https://www.linkedin.com/in/johnkeavey/

[email protected]

John and I discuss the following topics:

• The process of determining what you like and want to do
• How the willingness to try new and different career experiences can benefit you
• Taking something from each work experience along the way
• Early days of the ETF Industry
• Silver linings of a layoff
• Stepping out of Investment Management to serve the industry differently
• Creating your own job
• Taking the leap to move overseas
• An in-person business adjusts to the pandemic
• Starting an entreprenurial venture
• Rethinking how in-person events should be done

Contact John Swolfs:

[email protected]

https://futureproof.advisorcircle.com

https://www.linkedin.com/in/john-swolfs-272b1142/

Adrienne and I discuss the following topics:

• Learning  how to be a salesperson
• Navigating a male-dominated industry
• How to secure a mentor
• Realizing you don't want what you think you did
• The benefits of engaging with a personal coach
• Taking the leap to pursue a passion
• What is mindest and how to change it
• Creating a positive mindset and overcoming fears

Contact Adrienne Grace:

Free Gift - 7 Mindset Traits of the Most Successful Advisors :www.FreeGiftFromGrace.com

 www.Adrienne-Grace.com

https://www.linkedin.com/in/adrienne-grace/

https://www.instagram.com/gracefully_adrienne/

https://www.youtube.com/channel/UC8c1Jys5oJFAYNk9WiTUIYA

Contact John Keavey:

https://www.linkedin.com/in/johnkeavey/

[email protected]