This week on Standard Deviations, Dr. Daniel Crosby is joined by Adam Tolliver, Partner Financial Advisor at Artisan Financial Strategies
Adam Tolliver approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones.
With previous professional experience in personal banking, Adam holds a Bachelor of Science from Florida State University. (Interesting fact: his second cousin was the first African-American undergraduate student at the same university.) Adam is a member of the National Association of Insurance and Financial Advisors and has already earned an impressive collection of professional awards: 2016 Career Life Success Award; 2016 Career Life Producer Award; 2017 Agency Builder of The Year, Greater Atlanta; and Executive Council Member in 2017-2020 and MDRT Member 2021.
Adam brings the same passion and energy to community leadership roles as he displays in his professional pursuits, serving as Chair of Atlanta Smart Academy School Board and Vice President of The Vision Foundation. He also holds memberships in the Atlanta Business League and Urban League of Young Professionals. Born and raised in Atlanta, GA, Adam makes his home in Southwest Atlanta. Like any true Southerner, he relishes a good peach cobbler whenever he can. Adam is a talented writer and artist in addition to his professional skill set and enjoys movies, drawing, poetry, and spirited debates. Don’t get him started on college sports though – for Adam, it’s Noles all the way!
Tune in to hear:
- Get a better sense of the size and scope of the racial wealth gap problem in the US.
- Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?
- What sort of systemic inequities and injustices are we up against today and what can we do to combat these?
- What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?
- What can we do as an industry to win some trust back and will part of that be through education and outreach?
- Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?
- How can we best meet each client where they are at, as individuals?
Compliance Code: 2356-OAS-9/13/2024
ABOUT STANDARD DEVIATIONS PODCAST:
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.
Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.
