Podcast appearances and mentions of Jocelyn D Wright

In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!

In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!

If you are looking for a more challenging career and one that is more fulfilling, and allows you to help others, you need to listen to our program this week.  We will be talking with Ms. Jocelyn D. Wright, who is a Certified Financial Planner, The American College State Farm Chair for Women and Financial Services, and Assistant Professor of Women's Studies.   Jocelyn is the Founder and Managing Partner of The Ascension Group. As an advisor, she partners with her clients to design a personalized holistic strategy to help them reach their financial goals. Jocelyn created a financial education series, Debt Boot Camp, which she has delivered to such organizations as Clarifi (formerly Consumer Credit Counseling Service of Delaware Valley).  In 2016, InvestmentNews Magazine recognized her as one of the 20 most influential Women to Watch.  We will be discussing Why You Should Consider A Career As A Financial Professional, and the opportunities and the need for more African American financial professionals.  There is a significant wealth gap in the African American community, and having more financial professionals to educate and advise African Americans is one way of closing this gap.  We will also discuss during this program important things everyone should know about managing credit and debt, budgeting, spending habits, and many other aspects of personal finance.  Please join us to explore opportunities for yourself or someone you know in the finance industry, and to learn how to improve your own personal finances. 

Jocelyn D. Wright serves as both The American College State Farm Chair for Women and Financial Services and Assistant Professor of Women's Studies. In these roles, she functions as the Center's director and chief ambassador in leveraging research and education to create broad awareness of the challenges and opportunities as they pertain to women in financial services. In addition, Wright is the Founder and Managing Partner of The Ascension Group where she serves as a financial advisor, partnering with clients to design a personalized strategy to help them reach their financial goals. Wright has 20-plus years of experience in the field, and she holds the Certified Financial Planner designation. Passionate about educating the community, Wright enjoys speaking at conferences and conducting seminars on economic empowerment, debt reduction and investing. InvestmentNews Magazine recently recognized her as one of the 20 Women to Watch in 2016. On this episode of the podcast, Wright discusses her work to change the face of the financial services industry via outreach programs and scholarship initiatives that will attract young women and African Americans to the profession. Key Interview Takeaways Financial planners must recognize the unique needs of women and market their services differently to female clients. Wright is responsible for the course FA 204: Marketing Financial Services to Women, which provides students with data regarding areas that are uniquely important to women. Everyone should have a clear understanding of where they are financially. Even in 2017, we raise our daughters differently from our sons, and some women continue to be intimidated by money matters. Wright stresses the importance of knowing your net worth as well as what you owe in order to understand how to operate on a day-to-day basis. Education and awareness are key components of building diversity in the financial services sector. Wright is currently working to “forcefully change the face of the industry” by exposing African American students to opportunities in financial services with the moonshot goal of doubling the number of African American advisors in the next decade. Diversity in the financial services sector functions both to strengthen the industry itself as well as help close the wealth gap in our country. Wright contends that an industry workforce including women and minorities will have a positive impact on individuals, families and communities as heretofore underserved groups gain financial literacy. Connect with Jocelyn Wright theamericancollege.edu womenscenter.theamericancollege.edu twitter.com/jocelyndwright Resources ellevest.com rockthestreetwallstreet.com Learn more about your ad choices. Visit megaphone.fm/adchoices

We are continuing our Women's History Month focus on YOUR MONEY. Today Jocelyn D. Wright of Ascension Wealth and Financial Behaviorist, Jacquette M. Timmons join us to talk about careers in financial planning, the importance of financial planning, and being honest about our relationship with money. It's a NO JUDGMENT ZONE as we talk about it so we can live it!       On this episode Jocelyn and Jacquette walk us through: How women can be successful in financial planning careers--and the myriad of career choices available within the profession The importance of mentorship and finding mentors to guide you--whether or not they are women or of color or otherwise like you Tips for facing apprehension surrounding finances What to know when hiring a financial planner And so much more! If you're stressed about being able to pay your bills it makes it harder to close Tweetworthy! the client ~ @jacqmtimmons "Money 365 and that extra day on Leap Year" ~ @JocelynDWright      Resources from our conversation: Visit Jacquette's website HERE Follow Jacquette on Twitter @JacqmTimmons Visit Jocelyn's website - Ascension Wealth Management HERE The Women's Center at The American College website Follow Jocelyn on Twitter @JocelynDWright Be sure to check out The Million Dollar Trek Podcast hosted by Jocelyn's partner Camari Ellis Don't forget that Her Power Hustle listeners are eligible for a free audio book from Audible, along with a free month subscription       I'm EVERY Woman!!! Classic from the Late Great Whitney Houston Who Runs the World???? Bey and Us! Jocelyn Brown with Nuyorican Soul - I Feel It!!! Michelle Y. Talbert is a DC-based author and recovering attorney and the curator of the Her Power Hustle Community. She’s passionate about networking and relationships and writes on business and entrepreneurship topics for a number of sites, including Black Enterprise and Killer Startups. Her new ebook, ‘Why White Guys Having Fun Make Great Mentors for Black Women,” (2015) chronicles advice and mentorship for Black women in business gleaned from her conversations with Guy Kawasaki, Peter Shankman and other guys in business having fun and at the top of their industries.