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Creating The Products You Want with Anjali Jariwala

Mission Driven Business

Release Date: 10/25/2022

The Mission Driven Business Podcast Episode 47: Diversifying The Financial Services Industry with Choir show art The Mission Driven Business Podcast Episode 47: Diversifying The Financial Services Industry with Choir

Mission Driven Business

Brian chats with Sonya Dreizler and Liv Gagnon, the co-founders of Choir, a business dedicated to lifting the voices of people of color, women, and non-binary professionals in industries historically represented by white men. Sonya and Liv share why they started with a focus on the financial services industry. They also discuss how they’ve adapted to meet the needs of their customers while staying true to their company’s mission. Episode Highlights Mission-driven businesses look inward and outward. Like other guests on the podcast, Liv defines a mission-driven business as one that balances...

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Mission Driven Business

Brian kicks off 2023 with tactical tips to start the new year. Now that you’re hopefully relaxed and ready for a new year, Brian digs into the numbers to give you some targets to aim for over the next few months. He covers revenue, retirement, health savings accounts, and more. Episode Highlights Look for new revenue figures. Because of inflation, many revenue and tax figures have increased quite a bit in 2023, meaning you can make more money and still pay less in total tax. For example, in 2023 single filers with a taxable income of $95,376 - $182,100 will have their last dollar taxed at...

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Your Year-End Checklist show art Your Year-End Checklist

Mission Driven Business

Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the new year. To help you out, Brian created a checklist you can use to review 2022 and start 2023 with a clean state. The checklist includes business and personal to-do items as well as links to resources sure to help you out. Business Checklist 1. Review your goals. The end of the year is the perfect time to review the goals you made at the beginning of 2022 and set new ones for 2023. Ask yourself: How did I do this year? What did I accomplish...

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Mission Driven Business

Brian chats with Christopher Dale, CFP, the founder of Life After Grief Financial planning. Through his practice, Chris helps clients in grief navigate financial matters by providing objective, impartial, and confidential financial advice. On the episode, Chris shares how his own life experiences, including the loss of a parent and a child, served as a catalyst for him narrowing in on the niche of his business. He also shares his strategies and tactics for keeping the business impactful and profitable as it grows. Episode Highlights A mission-driven business is a life passion. Chris has a very...

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Mission Driven Business

Brian chats with Aimee Kandrac, the co-founder and CEO of WhatFriendsDo and the first female CEO in the state of Indiana to close a $500,000 funding round. The WhatFriendsDo platform offers a simple way to create organized, actionable support for families experiencing a crisis, and Aimee’s work is instrumental for bringing communities together during times of hardship. On the episode, Aimee shares how a friend’s terminal cancer diagnosis at age 25 was the catalyst to create WhatFriendsDo. She also opens up about her struggle to raise venture funding as a female entrepreneur in the Midwest...

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Creating The Products You Want with Anjali Jariwala show art Creating The Products You Want with Anjali Jariwala

Mission Driven Business

Brian chats with Anjali Jariwala, CPA, CFP, an experienced investment manager and founder of FIT Advisors, a financial planning firm serving physicians and business owners. Anjali shares her newest passion project, Why We Eat with Our Hands, a children’s book that describes the rich beauty of Indian culture. On the episode, Anjali highlights how the lessons she learned building her business have helped her to navigate the book writing process. She also shares what she wished she knew before starting her book and how the idea started as a gift for her daughter Nyla. Episode Highlights...

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Mission Driven Business

Brian chats with Liz Szporn, an accomplished executive and entrepreneur and current Profit First Professionals Homebase Guide. Through her work with Profit First Professionals, Liz helps to eradicate entrepreneurial poverty by coaching members to build more profitable businesses for themselves and their clients. On the episode, Liz opens up about her successes and struggles with founding a professional development organization for educators. She also digs deep into some of the strategies and tactics she shares with her clients for building a successful, profitable business, including the magic...

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Mission Driven Business

Brian chats with Carl Richards, CFP and creator of the Sketch Guy column in the New York Times. Carl shares how he became an accidental artist by using a Sharpie to help a client understand a complex idea with a simple sketch. He also tells how he landed his famous column by saying yes to an opportunity and figuring out the rest later. On the episode, you’ll hear Carl’s driving concept of groundlessness and why he believes profit equals permission for entrepreneurs. He also shares the importance of more people doing “their thing” in the world -- and how he’s following suit by doing...

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Mission Driven Business

In this special episode, host Brian Thompson shares how to build a proper foundation for your business to ensure it can support long-standing success. He outlines eight essential tasks to check off when starting a company that can help minimize risk and give you a solid foundation. Episode Highlights Starting a business can be daunting and setting up a solid foundation to grow from is critical for future success. Here are eight first steps to start your business on solid ground. Step 1: Pick your company name. As new parents know, picking a name isn’t as easy as it may sound. A business name...

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Bettering the Lives of Black Transgender Women with Elle Moxley show art Bettering the Lives of Black Transgender Women with Elle Moxley

Mission Driven Business

Brian Thompson chats with Elle Moxley, the executive director of the Marsha P. Johnson Institute. The institute seeks to better the lives of Black transgender people through organizing, advocacy, and community. Elle founded the nonprofit institute in response to the murders of transgender women of color.  On the episode, Elle shares how the Marsha P. Johnson Institute resulted from her vision for her own life and the wider world. She also discusses the racial tensions following the murder of George Floyd and how she combats exhaustion by pursuing joy daily. Episode Highlights...

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More Episodes

Brian chats with Anjali Jariwala, CPA, CFP, an experienced investment manager and founder of FIT Advisors, a financial planning firm serving physicians and business owners. Anjali shares her newest passion project, Why We Eat with Our Hands, a children’s book that describes the rich beauty of Indian culture.

On the episode, Anjali highlights how the lessons she learned building her business have helped her to navigate the book writing process. She also shares what she wished she knew before starting her book and how the idea started as a gift for her daughter Nyla.

Episode Highlights

Mission-driven businesses make an impact on your well-being.

Anjali says a mission-driven business is one in which the primary goal is to have a bigger impact, either through the work the company is doing or through the work of the individuals behind the company. Anjali’s company FIT Advisors provided her with the resources to write Why We Eat With Our Hands, helping her to create something different and have an impact.

“FIT Advisors gave me surplus to be able to really fund this project and to fund it in a way in which I didn’t have to cut corners because I had the resources available to do so,” Anjali said. “That to me was such an eye opener because I can’t believe FIT me helped me in turning this passion into a reality.”

Build the right support team.

Through her work at FIT Advisors, Anjali deftly creates financial plans and puts a winning team into place. She used the same approach to writing a children's book, which was critical because she didn’t have any prior experience in publishing.

To create her winning team, Anjali found a group of professionals and consultants who “just got it” and could provide her with valuable advice as someone new to the industry. She also valued the input of her daughter Nyla, who was the inspiration for the project.

“It really stemmed from trying to build Nyla’s inclusive bookshelf and wanting her to have books that she could not only see herself in but also challenged preconceived notions,” Anjali said. “And I was really just coming up short on books that featured South Asian children, also written by South Asian authors.”

Don’t undersell your work.

Because Why We Eat With Our Hands is a true passion project for Anjali, she didn’t think about a pricing plan or the break-even point. Even so, she needed to set a selling price for her book. Her team gave her a recommended range but advised she didn’t undersell herself since women authors tend to underprice their books compared to men.

“I want to make sure we’re charging appropriately for the work that we’re doing because we do good work,” Anjali said. “We shouldn’t sell ourselves short with how we price our services.”

Anjali ended up pricing her book on the high end of the range. Why We Eat With Our Hands debuted on September 27, becoming a bestseller on Amazon New Releases and breaking one of her distributor’s records for first-day sales.

Resources + Links

About Brian and the Mission Driven Business Podcast

Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit.

On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.