Dive Into Financial Services with Dana Wilson: Breaking Barriers & Building Teams

Against all odds, Dana Wilson, the CEO and founder of Chip, is determined to unapologetically break barriers, close the wealth gap and create real change by helping individuals build and scale their financial team.

"It's time for real change. And sitting alongside a bunch of other amazing individuals in the industry just gives me breathe life into me. Right. People have to walk first and then you're kind of walking behind them like, I'm here too, I'm coming. And we all doing this together. So it's amazing."

Dana Wilson is the founder and CEO of Chip, a platform committed to helping individuals build and scale their financial team. She is a trailblazer for Black women in media and brings over 15 years of experience in the financial services industry.

Dana Wilson was always an inquisitive and creative kid, playing with Legos and admiring the stars. After graduating business school at her HBCU, she got a job in banking and eventually stumbled upon the financial services industry. Despite the lack of diversity and language to understand what she was doing, she found her tribe and began her journey of reinventing herself and pushing the boundaries of the industry. With her curiosity, creativity, and entrepreneurial spirit, she has built Chip, a platform to help individuals build and scale their financial teams and break down the wealth gap.

In this episode, you will learn the following:

1. Exploring Reinvention in the Financial Industry
2. Investigating How to Find Mentorship and A Tribe
3. Examining How Language and Access Affects Financial Opportunities

QUOTABLES:

• "It's always good to be seen, always good to share space with like minded individuals and share that passion and that drive for wanting to see change."
• “It's like anything else when you set a goal and you need to stick to that goal. Hold yourself accountable, get other people around you to hold yourself accountable so that you can finish out that goal in whatever way it looks."
• “It's not only the work that you're producing and you're doing, why you might be at your job; it's also the work of being fully financially knowledgeable.”

MARY’S MAJOR KEY:

"This is going to seem really simplistic and possibly corny, but it's believing in yourself, ultimately. It's like when I think through all of the things and all of the hardships, successes, this journey that I've had personally, professionally, and all the things, it really just kind of comes back to self, right? There is no journey. There is no success. There is no anything that you're going to do, no matter what industry it is, without having that belief in being able to accomplish that thing."

RESOURCES:

Visit Dana's website to learn more - https://www.chipprofessionals.com/