Today's guest is my friend and colleague Sonya Dreizler. She grew up in financial services through her family, but then branched out and worked all the way up to being CEO of a broker dealer. She spent six years after that as a consultant in the industry and now is one of the co-founders of CHOIR, a diversity tech platform for financial services. She has so much experience that she brings to this conversation, but even more than that, she has one of the most generous spirits when it comes to having candid and true and authentic conversations about gender and race diversity, and about the impact of those things as it pertains to working that out inside a business. Whether you're a small business owner or a large business owner, she is willing to entertain those conversations and I'm excited today for us to spend some time there, and also to learn a little bit more about her background in financial services, a little bit more about who she is as a person and to get to know the story about Sonya. 

For full disclosure statement, visit www.alphaarchitect.com/disclosures/

Sometimes the industry of finance is a hot mess. And there have been many times that I've thought about whether or not this is truly the place for me to try and make an impact or leave a legacy or whatever it is that we are out here attempting to do with our lives on a day to day basis. And it's in moments like that where people like Mike Garry have crossed my path. The industry may be a mess but let me tell you -- it is filled with people who have good hearts and who want to make a difference and be a part of a community that cares for helping others make it out alive. I wish I could have laid this whole podcast out bare to you all with no edits, because you would've been able to see even more of the humanity and the compassion and the kindness that is happening behind the scenes each and every day between the people of finance. Even still, you're in for a treat as you listen in on this conversation Mike and I had about how incredibly tough it can be to start your own RIA (Registered Investment Advisory) on a shoestring and a prayer. He did it though. And I'm incredibly grateful to him for his openness and courage to share it with the world. This one goes out to all the Mike Garry's of the world who are bringing their full hearts to finance. Thanks for showing up and making space for humanity and kindness in this industry. 

For full disclosure statement, visit www.alphaarchitect.com/disclosures/

Hello friends. I am absolutely delighted - and I use that word intentionally today - DELIGHTED for you to meet my next podcast guest. Bob DePasquale, also known as “The Generosity Guy” reached out to me many moons ago when he was crafting together this book that we are going to talk about today. At the time, he knew way more about me than I knew about him, which was super intimidating…but as you’re about to find out when you listen to him, it only took about fifteen seconds for me to feel like we’d been friends our entire lives. 

He has such a cool positive energy about him, and so when he and I met for the first time in Atlanta this past November and he shared his personal story of facing cancer and 9/11 as a freshman athlete in a school thousands of miles away from home…I was once again reminded that breaking points don’t always have to break people. 

His story is one of encouragement and hope, and the impact of a specific part of his story is the reason behind his way of living what he’ll refer to as “radical generosity.”

Go for a walk, or grab a cup of tea and find a place to settle into for the next 45 mins with me and Bob. Here’s my promise that you won’t regret it.

Where to find Bob:
On Twitter: @BDePa
On IG: @BDePa
On LinkedIn: Bob DePasquale
On Amazon: Personal Finance in a Public World

Check out the YouTube video of this episode here!

For full disclosure statement, visit www.alphaarchitect.com/disclosures/