EP 046 Advocating for Change in the Financial Industry with Pam Capalad

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The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 and has brunched with over 400 people and counting.

If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:

  • Outside Business Activities and creating unique business models
  • The connection of race and wealth in America
  • Building deeper relationships with clients

For more where that came from, connect with me and Pam on social media!

Connect with Pam Capalad

Website: https://brunchandbudget.com/

Instagram: https://www.instagram.com/brunchandbudget/?hl=en

Twitter: https://twitter.com/brunchandbudget?lang=en

LinkedIn: https://www.linkedin.com/company/brunch-&-budget/

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

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