In today’s episode of Framework, Ana talks with Dr. Ajamu Loving, Assistant Professor of Finance at The University of North Texas at Dallas.

Dr. Ajamu is the first black Ph.D. recipient for Personal Financial Planning in the profession. For years, he has been a voice for more diversity and inclusivity in the finance world. Currently, when he’s not teaching or doing research, he hosts the podcast Loving Consulting.

Dr. Ajamu talks with Ana about the impact of building generational wealth, maintaining good health, and prioritizing diversity in firms.

“They’re not just ‘wants’; they’re goals.  I know I want to do those things, and so I’m going to attach my behavior to where it is that I want to go, what I want to do. I’m happy about living a budgeted lifestyle. Why precisely? Because I am getting to do what I want to do. It’s about perspective. It’s about deciding to be an adult.” ~@ajamuloving

Main Takeaways

  • Generational wealth is not just money, assets, and investments that are passed from one generation to the next, it’s also about training the next generation on financial discipline and determined behavior towards achieving long-term goals.
  • Maintaining health is correlated to maintaining wealth. If you want to enjoy the full life and that financial freedom you’re aiming for, then just like when saving money, you must pay attention to the lifestyle choice you make.
  • Diversity shouldn’t just be a statement. It has to be your firm’s top goal if you want to make an impact in the future of finance.

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 CarsonGroupCoaching.com to get your free blueprinting guide.

Subscribe and Stay in Touch

AUTHOR

Jamie Hopkins

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

Go Fish: Find and Become a Valued Advisor to Business Owners

By: Greg Opitz
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog

Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients

By: Ana Trujillo Limon
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog

ReFrame | Dr. Lisa Toppin

By: Ana Trujillo Limon
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog

ReFrame | Yan Zhao

By: Ana Trujillo Limon
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
1 2 3 … 6,216