2050 TrailBlazers - podcast cover

2050 TrailBlazers

Rianka R. Dorsainvil, CFP®2050trailblazers.com
Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers. Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, but we’re still struggling to find solutions for building a more inclusive profession. This podcast is intended to create a space to start these necessary conversations. Nobody here is pretending to have all of the answers, but we do know that by being honest and bold, we can spark a fire of change.
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Episodes

The Future Belongs to Inclusive Enterprises

In this bonus episode, Rianka sits down with Tonia Bottoms, a Managing Director and Senior Managing Counsel for BNY Mellon | Pershing to talk about how DEI has been woven through the fabric of their entire organization. https://www.2050trailblazers.com/episode/s06e08

Jul 12, 202237 minSeason 6Ep. 8

Next Steps - Let's Take Action

In the final episode of the Masterclass for Allies and Trailblazers, Rianka and Katie are breaking down what organizations who are ready to take action on DEI need to know. Get ready to hear about the importance of not just earmarking money but also calendarizing time, and setting and communicating the right expectations to all stakeholders. https://www.2050trailblazers.com/episode/s06e07

May 31, 202227 minSeason 6Ep. 7

Caring for Yourself

In this episode, Rianka and Katie share with listeners best practices in caring for themselves during this reflection period of DEI work and highlighting the importance of mental health awareness through practicing grace and rest. https://www.2050trailblazers.com/episode/s06e06

May 17, 202230 minSeason 6Ep. 6

Learning From Our Mistakes

In this episode, Rianka and Katie talk about learning from their mistakes in the DEI space, and how you can (and should) too! By identifying common practices like gaslighting and revenge mindsets, the two navigate how they have overcome missteps in service of the greater and continuing work. https://www.2050trailblazers.com/episode/s06e05

May 03, 202237 minSeason 6Ep. 5

Avoiding Common Traps

In this episode, Rianka and Katie talk about the ways that organizations can avoid common traps, and encourage individuals to find their secret sauce to help draw out creativity in the workplace. https://www.2050trailblazers.com/episode/s06e04

Apr 19, 202240 minSeason 6Ep. 4

How Organizations Can Do the Work

In this episode, Rianka and Katie discuss how organizations can do the work by simply listening and responding to their employees. https://www.2050trailblazers.com/episode/s06e03

Apr 05, 202233 minSeason 6Ep. 3

The Masterclass for Allies and TrailBlazers

In this episode, Rianka kicks off Season 6: The Masterclass for Allies and TrailBlazers and introduces this season’s special guest, longtime 2050 TrailBlazers favorite, employee experience strategist Katie Augsburger. https://www.2050trailblazers.com/episode/s06e01

Mar 08, 202214 minSeason 6Ep. 1

How to Reclaim Your Time, and Protect Your Energy, When Promoting

In this episode, Rianka reconnects with Sonya Dreizler, CEO at Solutions With Sonya , to discuss combating trolls, the power of intentional networking and the case for marrying our personal and professional lives together. https://www.2050trailblazers.com/episode/s05e08

Jun 22, 202157 minSeason 5Ep. 8

Why Social Investing Is So Much More Than Simply ESG

In this episode, Rianka sits down with Rachel Robasciotti, founder and CEO of Adasina Social Capital, to talk about her social investing approach and discuss in depth why gender, racial, and social/economic diversity is so critical to financial services. https://www.2050trailblazers.com/episode/s05e07

Jun 08, 202153 minSeason 5Ep. 7

The Data Doesn’t Lie: How One Tech Firm Is Changing the DEI Space

In this episode, Rianka speaks with Star Carter, Co-Founder and Chief Operating Officer at Kanarys , a technology startup focused on increasing diversity, equity and inclusion in the workplace, with its work rooted in data and analytics. The two ponder: could a consortium be the key to moving major financial services players to action? https://www.2050trailblazers.com/episode/s05e06...

May 25, 202149 minSeason 5Ep. 6

Extended Cut: DEI Work Is Not About Shame, It’s About Accountability

In this extended cut of episode 5, Rianka and Katie continue the conversation on diversity and inclusion in the workplace and how employers can better meet the needs of their employees. This episode builds upon the discussion of S05 EP05: DEI Work Is Not About Shame, It’s About Accountability .

May 11, 202130 min

DEI Work Is Not About Shame, It’s About Accountability

In this episode, Rianka welcomes back longtime 2050 TrailBlazer podcast guest, employee experience strategist, Katie Augsburger. The two connect on how the past year has changed things for them, providing more introspection, and having find silver linings amidst the grief of the pandemic and the murder of George Floyd, among countless others. https://www.2050trailblazers.com/episode/s05e05

May 04, 20211 hrSeason 5Ep. 5

Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains

In this episode, Rianka speaks with Dani Fava, Head of Strategic Development at Envestnet and self-proclaimed futurist. Dani shares her insights into how the world- and color-of money has changed and her warning for experts who continue to speak from the same echo-chamber, serving new clients with old philosophies. https://www.2050trailblazers.com/episode/s05e04

Apr 20, 202150 minSeason 5Ep. 4

Work Towards Racial Justice, Not Just Diversity

In this episode Rianka speaks with Rachel Sanborn Lawrence, Director of Advisory Services at Ellevest , about how the company continues to elevate its commitment to being an inclusive workplace, led by its bold “ Our Commitment to Racial Justice ” statement. https://www.2050trailblazers.com/episode/s05e03 Disclosures: All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third...

Apr 06, 202158 minSeason 5Ep. 3

Observe. Listen. Implement: How One Small Business Owner is Advancing Diversity

In this episode Rianka speaks with John McCarthy, founder of McCarthy Tax Preparation, about his experience increasing diversity in the workplace as a Midwest-based white male small business owner. John shares how his focus on making incremental impacts in his industry is paying dividends for his employees, and previews the work ahead. https://www.2050trailblazers.com/episode/s05e02

Mar 23, 202131 minSeason 5Ep. 2

Action Over Intent: Wealth is Getting More Diverse. Are Firms?

In this episode, Rianka speaks with Walter Booker, Chief Operating Officer of MarketCounsel, about how firms can improve their Diversity, Equity, Inclusion and Belonging (DEIB) efforts. Wealth, itself, is getting more diverse in terms of clientele and talent. If you want to create a great external client experience, you have to start with a great internal workplace experience. https://www.2050trailblazers.com/episode/s05e01...

Mar 09, 202151 minSeason 5Ep. 1

A Wine Connoisseur’s Rationale For Keeping Her Glass Half Full

In the third episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka chats with Chasity Cooper, a communications strategist, marketing guru and wine connoisseur who owns Wine With Chas on the importance of mental health, pro tips on choosing wine, and making space for Black women to thrive. https://www.2050trailblazers.com/episode/bhm203

Feb 16, 20211 hr 9 min

You Belong in Every Room; Not Every Room Deserves You

In this episode, Minda Harts, award-winning and bestselling author of The Memo: What Women of Color Need to Know to Secure a Seat at the Table, joins to discuss the importance of activating conversations around race in the workplace, building your social capital, and why we need to make the workplace work for everybody. https://www.2050trailblazers.com/episode/bhm202

Feb 09, 202149 minEp. 2

The Power of Partnership

In this first episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka reflects on the power of partnership and celebrates the one-year anniversary of her financial planning firm, 2050 Wealth Partners, with her co-CEO Lazetta Rainey Braxton, and colleague Raquel Tennant. https://www.2050trailblazers.com/episode/bhm201

Feb 02, 20211 hr 28 minEp. 1

Your Brief Guide to Seasons 1- 4 and What to Expect in 2021

After a “year-off” which included maternity leave, birth, loss and a pandemic, 2050 TrailBlazers is back. In this episode, we recap Seasons 1-4 and preview what the new season of the podcast holds: how to ensure financial services firms are not just attracting, but retaining ethnically-diverse talent. https://www.2050trailblazers.com/episode/bhm200

Jan 18, 202124 min

Actionable Steps to Incorporate DEI in RIA Firms

In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve encountered. This episode is perfect for a business owner or professional who wants to dig deeper and increase their focus on diversity and inclusion, but needs an actionable blueprint to get started. https://www.2050trailblazers.com/episode/s04e08

Dec 10, 20191 hrSeason 4Ep. 8

Walking the DEI Walk in the Banking & Brokerage World

In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive initiatives at an organizational level. He’s talking through DEI best practices, and providing listeners with actionable tips to implement today. https://www.2050trailblazers.com/episode/s04e07

Nov 26, 201947 minSeason 4Ep. 7

Having a Greater Vision For Your Life & Money

In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies of creating a nonprofit ecosystem, and how listeners can get involved in supporting the next generation of minority leaders in their own communities. https://www.2050trailblazers.com/episode/s04e06

Nov 12, 201942 minSeason 4Ep. 6

The Research-Backed Case for Inclusivity

Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scientific and academic grounds for an inclusive business model. Tune in now! https://www.2050trailblazers.com/episode/s04e05

Oct 29, 201953 minSeason 4Ep. 5

Breaking Intergenerational Wealth Cycles in the Classroom

Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of color to build their wealth and break negative financial behaviors. In this episode, Chloe helps listeners understand what they can start doing to get involved in delivering financial advice to underserved communities. https://www.2050trailblazers.com/episode/s04e04...

Oct 15, 201946 minSeason 4Ep. 4

Transforming into the Employer of Choice

In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and so much more. Tune in now! https://www.2050trailblazers.com/episode/s04e03

Oct 01, 201948 minSeason 4Ep. 3

Diversity in Practice: Hiring and Building the Future of the Profession

Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important! https://www.2050trailblazers.com/episode/s04e02

Sep 17, 201948 minSeason 4Ep. 2

Creating an Intentionally Equitable Hiring Process

Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about to give listeners some amazing, actionable tips to start implementing better hiring practices today, and other ways financial planning firms can start to pursue inclusivity. https://www.2050trailblazers.com/episode/s04e01

Sep 03, 201957 minSeason 4Ep. 1

Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color

As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests for coaching and mentorship. I’ve noticed that over the years I receive a lot of similar questions. That’s where the inspiration for this mailbag-style episode came from! https://www.2050trailblazers.com/episode/mentorship01

Jul 30, 201950 min
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