Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and experiences of one another.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Vanessa N. Martinez, CEO and Co-Founder of Em-Powered Network, and Co-Founder of SER Latino Advisor Summit, about the importance of representation and creating a supportive community for Latinos in the industry. They mention the underrepresentation of women and Latinos in the industry and emphasize the need for firms to have a plan in place to change this lack of diversity and inclusion. They also discuss the importance of supporting employees in their career development and creating a sense of loyalty. They mention the upcoming SER Latino Advisor Summit and the tools and resources that will be provided to attendees.

Vanessa discusses:

The story of how she met Ana at an Excel meeting almost a year ago
Her first money memory of wanting to get her first job at 14 years old
Her journey from studying abroad in Guatemala to joining the financial industry
How her experiences in Guatemala have helped the trajectory of her career
How her and Dr. Patricia Villareal’s vision for the Em-Powered Network has evolved
How developing the SER Latino Advisor Summit aligns with both her personal and professional values
A sneak peek of what she and Dr. Patricia Villareal will talk about at the SER Latino Advisor Summit
The benefits of building community among other Latinos in the financial services space and what that means for retention and attraction of talent in the future
How firms can attract and would benefit from attracting Latinos as talent, employees, stakeholders and clients.
Some of the elements of the SER Latino Advisor Summit that she’s excited for
Her event-planning tips for advisors
Why creating space gives her a sense of freedom
And more

Resources:

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Connect with Vanessa N. Martinez:

About our Guest:

Vanessa N. Martinez, Founder and CEO of Em-Powered Network, leverages over 15 years of expertise in family wealth dynamics to provide actionable solutions. Her journey began managing international lumber sales in Guatemala while earning a BBA from the University of San Carlos. With an MBA in finance and FINRA Series 6, 7, 63, and 65 licenses, she excelled at The Lerner Group at Hightower Advisors for nine years, co-authoring "Family Value at Risk." Vanessa's impact extends to leadership in her community and empowering women through Savvy Ladies. She's a devoted wife, proud mother to two daughters, and companion to Patches.

Vanessa N. Martinez: Empowering Latinos In Finance Through Community 39:24 Share

Framework with Ana Trujillo Limón

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Vanessa N. Martinez: Empowering Latinos In Finance Through Community