『Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and Advocate』のカバーアート

Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and Advocate

Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and Advocate

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

 Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode offers a unique peek behind the curtain at the real-life journeys of financial professionals with our “Diary of a Financial Advisor” series. Our focus is on career growth, diversity in the financial planning field, and the powerful impact of financial literacy. Joining me is Manny Essien, CFP®, a dynamic member of the BFG Financial Advisors family, whose inspiring path from college intern to financial advisor reflects not only dedication but also a commitment to helping others reach their financial goals. Manny’s journey began at Stevenson University, where his passion for finance and helping others led to a serendipitous meeting with our firm—and ultimately, to a purposeful career in financial planning. During our conversation, Manny and I dive into his professional evolution, starting from his days as a student-athlete and culminating in his recent transition to client-facing advisor. Manny candidly shares the challenges and opportunities that shaped his career, including the lack of representation and exposure to financial careers for many of his peers, particularly among student-athletes and communities underrepresented in the field. We explore why so few students from diverse backgrounds pursue finance, the value of mentorship and exposure to new opportunities, and the distinctive apprenticeship-style approach we use at BFG to prepare the next generation of advisors. Manny also reveals the importance of community, role models, and setting the highest standards for excellence without perfectionism. In addition, he shares his vision for the next chapter—serving as an advocate, steward, and trusted helper for clients and communities alike. 5 Key Takeaways:
  1. Representation Matters in Finance: Manny highlights the visible lack of diversity in financial planning, and how seeing few role models in the industry can limit a young person’s belief in the possibilities for their own career.
  2. The Power of Exposure and Mentorship: Manny’s journey was shaped by mentors and chance encounters—emphasizing that if you don’t know a career exists, you can’t prepare or aspire to it. Intentional outreach and speaking at schools can create these vital opportunities.
  3. Apprenticeship Over “Sink or Swim”: Rather than the traditional approach of pushing new advisors to sell right out of the gate, BFG’s apprenticeship model focuses on gradual learning, client exposure, and holistic development—leading to better advisors and better client outcomes.
  4. Excellence Over Perfection: Manny distinguishes himself by expecting perfect effort, not perfect performance, from himself and those around him. He believes in holding high standards while understanding that learning and growth are ongoing processes.
  5. Paying It Forward: Manny is committed to giving back—returning to his alma mater, educating others about financial literacy, and striving to be a first-call advocate and steward for his clients and community. He believes true luck and success come at the intersection of preparation and opportunity.

Join us for this honest, heartfelt conversation about building a career with purpose, the critical importance of representation in finance, and the transformative effect of financial literacy. Don’t forget to subscribe, share, and stay inspired as you continue your own journey toward financial freedom and lifelong learning! [embed]https://youtu.be/JYtyogFJxjE[/embed]
まだレビューはありません