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    national association of black accountants

    Explore " national association of black accountants" with insightful episodes like "A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors", "#9 - Mayer Estinville: How to Break Into Banking, Passion for Financial Literacy" and "Always Give Your Best Effort with Guylaine Saint Juste" from podcasts like ""The Active Advisor", "The Smart Alec Show" and "Success Fundamentals"" and more!

    Episodes (3)

    A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors

    A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
    In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints: The role of humility in building a business Building generational wealth Defining the ideal customer profile Advice for setting up your practice Key skills for advisors Active vs. passive management

    #9 - Mayer Estinville: How to Break Into Banking, Passion for Financial Literacy

    #9 - Mayer Estinville: How to Break Into Banking, Passion for Financial Literacy

    Mayer Estinville is currently a business analyst at AT Kearney, and a former two-time intern with Goldman Sachs, along with having interned with Prudential Financial, NABA, and more. Mayer was born in Haiti before moving to NYC as a kid, where he graduated at Baruch College in Manhattan with his Bachelors of Business Administration. Due to his upbringing in Haiti, he’s passionate about financial literacy and bringing more knowledge of the topic to his community, while providing financial stability to his family, his people, and giving back in more ways. Mayer’s incredibly versed in the topics of finance, business, and methods to live fulfilled and happy via optimism and other mental tactics — but above all, he’s a great friend of mine and someone who inspires me to do better everyday. I share a brief conversation of us in hope he inspires you all too.


     

    Connect with Mayer:

    LinkedIn: https://www.linkedin.com/in/mayer-estinville-4a7b3b14a/

    IG: https://www.instagram.com/kingmayster/


     

    Timestamps:

    0:00 intro

    1:08 NYC in 2020

    4:16 Why Mayer chose finance instead of the medical route like his family, how he got to Goldman Sachs

    8:18 How to follow up with professionals after hitting it off

    10:52 How Mayer became an NBA fan whilst living in Haiti as a child

    • 11:41 LeBron Inc — how Maverick Carter, Rich Paul, and Paul Wachter have aided LBJ in the safer investments of brand monetization vs traditional risky investments (how Arnold Schwarzennager first did this)

    17:05 How important college organizations play in helping one break into an industry

    • 20:45 “Show me your friends I’ll show you your future” — you are the sum of who you hang around

    23:09 Growing up in Haiti vs living in NYC

    25:51 Mayer’s work with Goldman Sachs

    • 29:15 Why banks are so secretive, even internally

    32:00 Alec gets honest about ESPN

    38:53 The democratization of financial literacy and info in the digital age, how people and corporate players must keep pace

    40:05 What do we need to do to push for more financial literacy?

    • Why Mayer is passionate about financial literacy, and how sees it as the opportunity to provide his other family members with the opportunity to pursue passion by having financial stability

    46:13 Why people should really question themselves on what it is they really want to do

    47:23 Volatility in the markets in 2020, new trends in investing amidst the digital age

    51:55 Be cautious of “investment gurus”

    56:16 How Mayer overcame adversity when first stepping into the elite financial sector of Corporate America

    • Ways to overcome imposter syndrome
    • Importance of authenticity to self despite potentially making others initially uncomfortable
    • 1:07:01 Mayer’s one discriminatory encounter with a peer during his internship

    1:14:00 Rapid fire segment

    • 1:14:32 long Bitcoin?
    • 1:16:47 NBA GOAT = Wilt Chamberlain?
    • 1:17:04 Pineapple on pizza?
    • 1:17:32 Ronaldinho or Pele the GOAT of futbol?

    1:19:00 Mayer’s next steps signing with AT Kearney as a management consultant

    1:20:31 Why Mayer switched from banking to consulting


     

    Podcast info:


     

    Connect with Alec on Social:

    - Linktree to all platforms: https://linktr.ee/smartalec


     

    Recorded in December 2020

    Always Give Your Best Effort with Guylaine Saint Juste

    Always Give Your Best Effort with Guylaine Saint Juste

    This episode of Success Fundamentals features Guylaine Saint Juste, the president and CEO of the National Association of Black Accountants. Guylaine shares with Kris her humble beginnings in Haiti in a matriarchal household. 

    Guylaine credits much of her achievements to the guidance of her grandmother and mother, whom she describes as ethical and strong women. When she arrived in the US, Guylaine started working as a minimum wage employee to make ends meet. Despite her humble stature then, Guylaine always went above and beyond her duties and conducted herself with pride, earning the respect of her coworkers.

    The biggest lesson that Guylaine imparts is to always have the tenacity to do the work to achieve your goals. No matter what it is you plan to do, have the patience and determination to put in your best effort, and the rest will follow. 

    HIGHLIGHTS

    • Growing up with strong women
    • Don't chase riches, chase wealth 
    • Living up to her grandmother's legacy
    • Leaving Haiti for the US 
    • In times of hurt, always say thank you 
    • Be the master of your reaction
    • Whatever you choose to do, you need to do the work
    • Money is energy
    • Kindness is power

    QUOTES

    Guylaine: "I was surrounded by strong women who were ethical, who worked hard, who had a view of their place in the big whole but then also realized that what you do contributes to a whole. This idea of interconnectedness, that nothing you do happens in a void. Everything you do is impacting in the whole."

    Guylaine: "Wealth is to have moved to a place where you can live the life that you desire to live and to leave enough space for others to have that too."

    Kris: "Don't wish for anybody else's success because you don't know what their burdens are."

    Kris: I always tell people, you can do whatever you want to do whether it's art, whether it's comedy, whether it's business. But you have to have fundamental things for that profession for you to build on. For example, from a math standpoint, you can achieve calculus but you gotta know how to add and subtract first. 

    Guylaine: "Money is a horrible master but a fabulous servant. I like having my money, not because it rules over me, but for what my money allows me to do for the things I want to do." 

    Guylaine: "Love is not a feeling, it's a practice. It is choosing to be kind. It is choosing to be the best in people. It is choosing to want the best of others and yourself. It is choosing to know that you are enough."

    You can connect and learn more about Guylaine through the links below.

    Follow Success Fundamentals on the following links below: 

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