Xypn Radio
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:53:11
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Sinopse
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. Anna tells us about her journey to going out on her own and how it took learning the stories of others to inspire her and paint a picture of what success may look like if she broke out on her own. She shares how being authentic is a magnet for her clients, and how her approach allows her clients to feel safe with her, and see the value of a long-term financial planning engagement. Anna’s three young girls can be heard in the background of the episode, but Anna is unfazed. Anna talks about what it’s been like to start a business from scratch as a mom and a first-generation American, the intentionality with which she’s built Dare to Dream, and how she uses a barometer of satisfaction to determine if something