In today’s episode of Framework, Jamie talks with Rachel Robasciotti, the founder and CEO of Adasina Social Capital, a wealth management firm focused on providing the bridge between social justice movements and financial markets.

For Rachel, understanding the haves and have nots early on in life pushed her to learn all she could about money and how it affects our daily lives. As a teenager, Rachel worked as a home healthcare aid, actually caring for her mother. Which meant she was balancing the checkbook, going shopping, and learning even more about money and inequity along the way.

Seeing how we, as a society, treat the most vulnerable populations, she realized it was up to the community to take care of its own. Her view is that the more we work to serve others, the more we can effect change in society.

Rachel talks with Jamie about her incredible journey to the financial planning industry, the impact that the “Two Americas” have had on her personal and professional life, and how that has influenced the work she’s doing today.

(26:13) “If we want to resolve issues of racial, gender, economic, or climate justice, we have to go to those most impacted by these issues and say, ‘Hey, we’re the ones who have the power here, we’re the owners of these very large corporations that are impacting your life. Can you tell us, what would you have us as owners do for you?’ ~ @rrobasciotti

Main Takeaways

  • Just because one member of a disadvantaged class can succeed and become upwardly mobile, doesn’t mean there aren’t systemic problems that need to be addressed.
  • The “extraction” version of capitalism that we’ve been profiting from for many decades is coming to a close, and we need to look at strengthening communities in the wake of its departure.
  • Divesting and making data available that allows others to divest from companies who make money off of social inequity forces those companies to rethink their practices (e.g. subminimum wage, etc).
  • It’s important that we see one another’s stories and become one another. Otherwise, issues of injustice will continue to persist.

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

Greg Opitz: EQ in Financial Planning

By: Ana Trujillo Limon
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …

Excell 2024: Get to Know Mainstage Speaker Harris III

By: Carson Group
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage …

Dr. Ana María López Caldwell: Empower Your Career with Authenticity

By: Ana Trujillo Limon
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …

A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes

By: Carson Group
Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to …
1 2 3 144