Player FM 앱으로 오프라인으로 전환하세요!
EP 046 Advocating for Change in the Financial Industry with Pam Capalad
Manage episode 307868949 series 2892865
The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 and has brunched with over 400 people and counting.
If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:
- Outside Business Activities and creating unique business models
- The connection of race and wealth in America
- Building deeper relationships with clients
For more where that came from, connect with me and Pam on social media!
Connect with Pam Capalad
Website: https://brunchandbudget.com/
Instagram: https://www.instagram.com/brunchandbudget/?hl=en
Twitter: https://twitter.com/brunchandbudget?lang=en
LinkedIn: https://www.linkedin.com/company/brunch-&-budget/
Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices
154 에피소드
Manage episode 307868949 series 2892865
The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 and has brunched with over 400 people and counting.
If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:
- Outside Business Activities and creating unique business models
- The connection of race and wealth in America
- Building deeper relationships with clients
For more where that came from, connect with me and Pam on social media!
Connect with Pam Capalad
Website: https://brunchandbudget.com/
Instagram: https://www.instagram.com/brunchandbudget/?hl=en
Twitter: https://twitter.com/brunchandbudget?lang=en
LinkedIn: https://www.linkedin.com/company/brunch-&-budget/
Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices
154 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.