Tag: Portfolio Management
Building Bridges with Natalie Taylor (Ep.3)

Building Bridges with Natalie Taylor (Ep.3)

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As a young professional who entered the advisor industry with nothing but passion and a drive to help others, Natalie Taylor has been able to build a now widely successful career in this industry through staying true to her values, being consistent and truly identifying her strengths. 

Natalie Taylor, a financial planner and behavioral financial advisor is on a mission to help people align their finances with what really matters to them so they can not only make progress, but find confidence, balance and peace along the way. 

In this episode, Natalie Taylor discusses all the ways she has grown as an advisor over time as well as how you can elevate your business moving forward with the expertise she has under her belt. 

Natalie Taylor discusses:

  • How she was able to create her business from the ground up
  • What people don’t tell you about starting your own business
  • The importance of consistent practices within your business 
  • Aligning your succession plan with your business goals 
  • And more

Connect With Natalie Taylor:

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From Strangers to Business Partners: The Lazetta & Rianka Story (Ep.2)

From Strangers to Business Partners: The Lazetta & Rianka Story (Ep.2)

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After sharing and bonding over a common feeling about the disparities black communities face when it comes to financial planning and the scarce access to wealth management programs, Lazetta and Rianka decided to take the plunge and merge their business plans to create something inspiring.

In this episode, Lazetta and Rianka talk about their business journey,  and how they grew as individuals and business partners. They discuss how they were both driven to provide equitable services to new professionals with the goal of coaching, leading and consulting.

Lazetta and Rianka discuss:

  • The journey it took them from strangers to now working in unison on a successful business
  • The importance of communication when working with a new business partner
  • How to address your business vision when working towards a shared goal
  • Some advice for young professionals facing challenges in the financial industry
  • And more

Connect With Lazetta Rainey Braxton and Rianka Dorsainvil:

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From the Ground Up, and Then What? with Taylor Schulte (Ep.1)

From the Ground Up, and Then What? with Taylor Schulte (Ep.1)

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Finding your spot in the ever-growing advisor industry can be difficult and daunting. 

Thankfully, Taylor Schulte, an industry innovator, has been through the ups and downs, offering you his expertise to become the next financial planner mogul in whatever facet you desire. 

Welcome to The Advisor Growth Journey Podcast.

In this inaugural episode, Taylor Schulte dives into how he got his place in the financial industry to now securing his spot as the face of the future of the RIA industry, helping young professionals pave their way to success. 

Taylor discusses:

  • Why he decided to work in financial services
  • His experience starting his own business
  • What independent business owners don’t tell you
  • Aligning your business with your own personal goals and visions
  • And more

Connect With Taylor Schulte:

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