Welcome back to the 293rd episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.
What’s really unique about Anna, though, is how she accelerated her early growth to $400,000 of revenue by not just trying to build her own podcast audience, but leveraging her reach by appearing on other existing podcasts that already had a sizable audience, coupled with developing her own virtual conference that worked with financial influencers to again leverage her reach through their audiences, all to get in front of as many of her ideal clientele as she could, as quickly as she could, in her early years.
In this episode, we talk in-depth about how Anna built a network of 19 financial influencers to launch a free 5-day virtual conference in order to get her name in front of more than 1,000 engaged prospects, the way Anna determined the ideal podcasts to target to get the word out about her advisory business by intentionally choosing over 70 podcasts that discuss economic or business issues but have not directly featured financial experts before, and how Anna has managed to buck the industry naysayers who believe marginalized communities can’t be served profitably and has instead been able to succeed by continuously evolving her niche to increasingly stand out as a financial advisor of color successfully working with people of color.
We also talk about why Anna decided to leave her former position at a broker-dealer and launch her own independent RIA so that she could have the freedom to work with clients who, like her, are entrepreneurs and women of color in their 30s and 40s, how Anna came to the realization that despite the traditional industry approach of seeking out a large firm with a stable salary and benefits as the key to work/life balance as a parent that the better path to motherhood for her, and being able to be more present with her family, was to leave the large-firm job and become an entrepreneur instead, and why, in addition to her ongoing retainer clients, Anna has chosen to offer a one-month and now even a one-day financial planning engagement to expand the reach of the types of clients she can serve.
And be certain to listen to the end, where Anna shares how she continues to teach herself to be comfortable with choosing a career path of entrepreneurship that is pervaded with doubt and uncertainty (after growing up in a household that valued stability and consistency), how, during the early stages of launching her firm, Anna realized she needed to put aside her pride of being a one-woman band and hire the help she needed to not only grow the firm, but to also save her from serious burnout, and why Anna believes authenticity, taking risks, and being outspoken regardless of what others think are the keys to creating a successful career path as a financial advisor and business owner.
So, whether you’re interested in learning about how Anna launched her own virtual conference with financial influencers and leverages podcast appearances as a means of cross-promotion to get more prospects, why Anna decided to launch her own firm to gain the freedom to work with more of her ideal client and to have more time with her family, or how Anna realized it’s important to not only take risks to have a successful career, but to also know when to ask for help, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Anna N’Jie-Konte.