Dare to Dream Financial Planning Founder N’Jie-Konte on Building Millennial Wealth

Dare to Dream Financial Planning Founder N’Jie-Konte on Building Millennial Wealth

Assessment

Interactive Video

Business

University

Hard

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The video features a conversation with Anna, founder of DARE to Dream financial planning, discussing her journey as a first-generation wealth builder. She shares insights on overcoming corporate challenges, her motivation from family, and the importance of building generational wealth. The discussion highlights the wealth management industry's need to adapt to demographic shifts and the impact of the pandemic on wealth building. Anna emphasizes the importance of creativity and inclusivity in financial services to meet diverse client needs.

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4 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What does Anna believe is necessary for the wealth management industry to adapt to changing demographics?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways does Anna suggest that individuals can change their mindset about money?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How does Anna describe the resilience of people of color during challenging times?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What are Anna's predictions for the market in the next six months?

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