On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast. Listen to learn how to set up a system for successfully managing expectations when loaning money to family!
For the Difference Making Tip, scan ahead to 19:14.
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