In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the importance of taking a human-first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about money.
Specifically, Anna discusses:
- Speaking on a “human” level to clients, especially the next generation of investors.
- How her background influenced her decision to focus on serving women of color.
- Why clients’ money behaviors and experiences affect her overall planning recommendations.
- How she uses AI tools to provide advanced planning, automate manual tasks and elevate her marketing efforts
- Her advice for firms considering merging or selling their practice
- How she uses the DISK assessment in managing and developing her team.
- Why underrepresented groups are leaving our industry at a higher rate and how we can combat it.
Connect With Suzanne Siracuse:
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: [email protected]
Connect With Anna N’Jie Konte:
- Website: Re-Envision Wealth
- LinkedIn: Anna N’Jie-Konte
- Instagram: @anjiekonte
- Email: [email protected]
Anna N’Jie Konte BIO
Anna N’Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Re-Envision Wealth. As President, Anna manages the firm’s financial planning, advisory, and operations strategies. She is a proud Puerto Rican, Gambian-American who is committed to building a firm where access to excellent, values-aligned financial advice is the norm, not the exception. Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color.
She is a 3x winner of Investopedia’s “Top 100 Influential Financial Advisors” and has been named “10 Young Advisors to Watch” by Financial Advisor Magazine. She serves as a CFP Board Brand Ambassador; an advisory board member to Wealth.com; and a board member of the FInserv Foundation.