In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N'Jie Konte, president of Re-Envision Wealth, about the importance of taking a human-first approach with clients, how every advisor can incorporate AI in practice and why it's reshaping the way first-generation builders think about money.

Specifically, Anna discusses:

• Speaking on a “human” level to clients, especially the next generation of investors.
• How her background influenced her decision to focus on serving women of color.
• Why customers' behaviors and experiences with money influence her overall planning recommendations.
• How it uses artificial intelligence tools to provide advanced planning, automate manual tasks and elevate its marketing efforts
• Her advice to firms considering merging or selling their practice
• How she uses the DISK assessment in managing and developing her team.
• Why underrepresented groups are leaving our industry at a higher rate and how we can combat it.

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Anna N'Jie's Account Again

Anna N'Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Wealth Re-Foresight. As President, Anna manages the firm's financial planning, advisory and operational strategies. She is a proud Puerto Rican, Gambian-American who is committed to building a firm where access to great, value-aligned financial advice is the norm, not the exception. After spending her childhood watching the strong women around her living lives dictated by their bank balances, she is on a mission to rewrite the money stories of black women.

She is a 3-time winner of Investopedia's “Top 100 Influential Financial Advisors” and has been named “10 New Advisors to Watch” by Financial Advisor Magazine. She serves as a brand ambassador for the CFP Board; an advisory board member for Wealth.com; and board member of the FINserv Foundation.