Episode Summary

See it Be it honoree Dana Wilson shares her story of founding CHIP (Changing How Individuals Prosper), an online community that helps people of color find advisers and other professionals who look like them. Jordan Waxman, an adviser to professional athletes, celebrities and advocates, joins to discuss how advisers could take advantage of the recent NCAA rule allowing greater freedom for student athletes to earn income off their name and likeness.

Episode Notes

Interview with Dana Wilson — 0:30 – 16:15

• Background on CHIP and on Dana’s career.
• How CHIP Professionals works as a matching platform.
• The chance to elevate more POC voices in the space.
• The open lane for CHIP.
• Partnering with the wirehouses and big shops.

Interview with Jordan Waxman — 17:00 – 45:30

• Nucleus Advisors’ focus and experience with athletes, entertainers and advocates.
• The NCAA change and what it means.
• How many athletes will have this opportunity?
• Could there be further changes to marketing or even scholarly requirements?
• Potential of NCAA certification to work with athletes.
• The Olympics example.

Related Article: Dana's See it Be it award profile

Related Article: Newfound financial freedom for college athletes could be a game-changer for advisers

Guest Bio:  Dana L. Wilson is a diversity and inclusion financial industry award winner and an experienced financial professional with over fifteen years in the financial services industry. She graduated from North Carolina Central University, where she received her Bachelor of Business Administration with a concentration in Marketing. She is currently an Executive MBA candidate at Penn State University's Smeal School of Business, where she is studying Strategic Leadership and will complete a concentration in Corporate Innovation.

Dana is the founder and CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals.

Jordan Waxman is the managing partner of Nucleus Advisors, a private wealth planning and management firm. Jordan, a life-long learner, just completed his second advanced degree — the LL.M. degree in Entertainment, Arts and Sports Law at the University of Miami — in support of his work as a thought leader of Nucleus’ sports and entertainment business. Jordan’s personal quest to prepare all Nucleotides for future leadership roles supports Nucleus’ simple business mission — to be with our clients as Nucleus continually reaches for preeminence in wealth advisory. Jordan has been ranked among the top 100 financial advisors for several years by Forbes Shook, Barron's, the Financial Times and other publications.