In today’s episode of Framework, Jamie and Ana talk to Dana Wilson, CEO and Founder of CHIP, a B2B2C financial services marketplace.

As a 15-year veteran of the financial services industry, Dana has noticed a consistent problem: there are not enough women and people of color in leadership positions. Dana, who’s quite adept at customer-focused services, has focused on encouraging diversity in workplaces, and increasing customer trust and business success.

Dana talks with Jamie and Ana about ensuring visibility and sustainability of financial professionals of color in the finance industry and our role as leaders and advocates.

“We’re literally all in this together. It all sounds kind of corny in a way—we all constantly say representation matters and all of those things, but they’re true.  You can’t really say them enough, so to build the foundations we have to sit at the same table, no matter what you look like, no matter what your background is, what your gender is, we all have to be included in the conversation and just invited to it.” ~Dana Wilson

Main Takeaways

  • Speak up about injustice and fight for what you deserve. For women and people of color, there is a shared sense of invisibility in the financial services industry.
  • Leverage tech to create and maintain a diverse and democratic workplace. Contrary to what most people think, there are a lot of people of color in the industry; creating a database with profiles can extend a firm’s reach when onboarding.
  • Be motivated rather than getting frustrated. It’s important to always be intentional and to take actionable steps when you want to advocate for diversity in the workplace.
  • It’s important to be introspective. Do we have implicit biases that lead to discrimination? Misconceptions and mistakes are normal but it’s now our responsibility to correct them.

Links and Important Mentions

Get Your Free Blueprinting Guide

The first step to setting up the framework of your business is to have the right blueprint. But knowing what goes into that blueprint is half of the battle. We put together a free resource that you can use to set your firm down the right path.

Go to to get your free blueprinting guide.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Jessica Flynn: Attracting & Retaining Next-Gen Talent

By: Ana Trujillo Limon
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at, about …

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

By: Jessica Harrington
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

By: Ana Trujillo Limon
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

By: Ana Trujillo Limon
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework …
1 2 3 143