THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Why Daniele chose to focus on financial literacy.
  • How leaving a past job allowed her to create a way to give back.
  • At what age financial trauma and mindset is rooted.
  • Why she wants to remove shame from clients discussing their finances.
  • How she simplifies terms to help clients understand.
  • Why parents need to have realistic conversations about money with their children.
Table of Contents

On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning called Financial Wellness.

Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She’ll discuss how she hopes to give back to the younger generation and empower them to understand their finances.

Ideas Worth Sharing:

‘If you have a plan for your financial life, the fear and the anxiety will go away.’ - Daniele Beasley Share on X ‘How can you tap into your money mindset and heal some of those money habits?’ - Daniele Beasley Share on X ‘Our job as parents is to be able to arm our children with a suit of armor and the confidence to be able to manage their financial lives.’ - Daniele Beasley Share on X

Resources In Today's Episode:

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