5 questions about planning and content for Akeiva Ellis

In a new episode of the Financial Planning Podcast, Ballentine Partners financial education specialist Akeiva Ellis explains her multifaceted role with one of the largest RIAs in the country.

Ellis joined the Waltham, Massachusetts-based firm in 2017, and her latest project is a podcast called “Ballentine Broadcast: Conversations on Black Wealth.” Ballentine is the No. 31 fee-only RIA on Financial Planning’s annual RIA Leaders rankings, and, last year, Ellis became part of the first group of planning professionals recognized in FP’s Rising Stars award. In addition, she’s an ambassador to the CFP Board and the co-host of a YouTube series with 10,000 followers called “The Bemused: Making Sense of Money.”

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In the podcast, FP Chief Correspondent Tobias Salinger asked Ellis the following five questions about her thoughts on the intersection of planning and content, how she came up with the idea for the podcast and her plans for upcoming projects in the future.

1. As an experienced video producer and host, what do you think are the keys to producing the most effective financial content?

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2. As a financial education specialist with one of the largest RIAs, what does the job entail and what is a normal day like for you?

3. How did you come up with the idea for the podcast and what are your goals for the series?

4. You've mentioned to me that you grew up not talking about money very much at home. How did that experience shape your choice of career?

5. You're a CFP Board ambassador and a 2021 FP Rising Star, and you're doing a lot of exciting things. What's next for you?

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