BFAN Connection

Cultivating connections through conversations

Born out of our firmwide commitment to championing Black professionals across the financial world, BFAN Connection is a biannual newsletter designed to educate, inspire and unify members of our Black Financial Advisors Network. Each edition includes thought-provoking stories from industry leaders, best practices to help advisors grow their businesses, upcoming events, timely insights and more.

Latest Issue

BFAN Connection Winter 2022

Reconnecting and reenergizing

In the latest edition of BFAN Connection, we highlight the annual BFAN Symposium that took place in-person – after almost two years of virtual events. You’ll hear from the symposium’s keynote speaker, Chris Gardner, the inspiration behind the hit movie, “The Pursuit of Happyness,” to learn about his past, future plans and what’s on his mind right now. Also in this issue, we follow the career path of BFAN advisor, Solitaire Dasher-Smiley and learn about her journey to her own definition of success.

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Past Issues

Winter 2022

Learn how truly resilient we are with each pivot. We celebrated our advisors for all they do for their clients, practices and communities and sat down with advisors Lynne Henning and Forest Busby.

Winter 2021

Explore BFAN’s evolution from humble initiative to a dynamic movement rooted in progress and advocacy. Hear from BFAN co-founder Tony Barrett on success and mentorship and get the latest update on the firm's pledge.

Summer 2021

Kicking off with our first fully virtual BFAN Symposium, this edition features a Q&A with Steve Pryor – a 30-year veteran of the financial world who’s helping shape the industry through his actions.

Fall 2020

Get an inside look at the $1.5 million pledge firm leaders made to the Black community in 2020. You’ll also learn the story of BFAN Advisory Council member Chris Fils, who has spent his career turning obstacles into opportunities.

Spring 2020

Presenting the Advisor Inclusion Networks and an overview of the 2020 BFAN Symposium, this issue features financial trailblazer Carl W. Scott – one of the firm’s longest-tenured Black advisors – who started his one-man practice in 1997.

Summer 2019

In this issue, you’ll get to know Renée Baker and get a recap of the 2019 BFAN Symposium and 2019 Elevate BFAN Luncheon. You’ll also hear one member’s journey to BFAN and explore the power of effective marketing.

Fall 2018

Highlighting the 2018 BFAN Symposium and our INROADS networking reception, this inaugural issue dives into diversity initiatives across the firm and shares how one BFAN member is making a meaningful difference.