CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP

Published: May 11, 2022, 9:56 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\nCharles Adi is the founder and visionary of Blueprint 360, a Houston-based RIA, with the sole purpose of making financial planning and professional investment management advice available to everyone - regardless of their income or net worth. There he utilizes a consulting-based approach to educate and empower his clients to take action and reach their wealth potential without sacrificing their lifestyle.\\n\\xa0\\nOutside of Blueprint 360, Charles is involved in several nonprofit and civic organizations. He is the past chair of the FPA Diversity Committee and current member of the Center of Financial Planning Diversity Advisory Task Force. A speaker on a variety of financial planning topics, Charles has been quoted by several publications including Forbes, US News, and Financial Planning Magazine.\\n\\xa0\\nIn our discussion we talked about:\\xa0\\xa0\\n\\U0001f399\\ufe0fBarrier to Progress in the Talent Pipeline\\n\\U0001f399\\ufe0fWhat Minority Advisors Want\\n\\U0001f399\\ufe0f Path for Success in Financial Services for Minority Advisors\\nResources:\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.\\nJoin our weekly newsletter, click here.\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\\nPlease leave a review right now, click here.\\nThanks again for listening, reading, and watching!'