Countdown to Exchange: Re-Envision Wealth’s Anna N’Jie-Konte

In less than 2 weeks, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more. Helming these sessions are some of the brightest and best minds in the business. I recently sat down with Exchange Advisory Council member and Re-Envision Wealth’s Anna N’Jie-Konte to talk about her session.

Karrie Gordon, staff writer, VettaFi: Anna, thank you so much for meeting with me. It’s full steam ahead for Exchange but I wanted to take a bit of time to talk about your session. You’re heading up Firm Foundations: Reimagining Your Business Model, which happens Tuesday morning at Exchange. I know that Chelsea Ransom-Cooper and George Acheampong will join you on stage for that one too. How would you summarize this session in a few sentences?

Re-Envision Wealth’s Anna N’Jie-Kont

Anna N’Jie-Konte, MBA, CFP, President and Director of Financial Planning, Re-Envision Wealth

Anna N’Jie-Konte, MBA, CFP, President and Director of Financial Planning, Re-Envision Wealth: My session is going to be an invitation to think differently about the nature and future of your business. As an advisor, I recognize that we are at an inflection point in terms of the different generations of clients that we’re serving.

There is a huge demand for financial advisors and folks who work in wealth management to think differently. This means meeting people where they need us instead of where we think they should be. My goal is to give folks some very practical examples of advisors who are building very profitable, high-growth businesses in an atypical way.