WORK WITH RIANKA
Our Services
Partner with Rianka R. Dorsainvil: Elevate Your Brand with Expert Financial Guidance
SPEAKING OPPORTUNITIES
Are you looking for a keynote, panel, webinar, or workshop that’s tailored to your organization’s specific needs–delivered with intelligence, empathy, humor, and passion? Rianka Dorsainvil has been trusted by brands like Wells Fargo, Meta, Financial Planning Association (FPA) and many more.
Learn more about Rianka’s signature presentations for industry professions and everyday consumers.
Interested in a custom presentation for your organization?
PRACTICE MANAGEMENT
Rianka is an expert speaker on the following topics for financial industry professionals:
Advising in the Age of AI: Transforming Wealth Management for the Future
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Artificial intelligence is reshaping every industry, and wealth management is no exception. But how can advisors integrate AI effectively into their practices to enhance client service and business operations? A recent study by AI platform Totumai and 8 Acre Perspective revealed that most RIAs aren't yet prepared to leverage AI's full potential.
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In this dynamic presentation, participants will discover:
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The most powerful AI tools available to advisors today and how to harness them for maximum impact.
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Proven strategies for seamlessly blending AI technology into your practice, enhancing efficiency while maintaining the human touch.
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Essential risk management considerations when implementing AI to ensure compliance, security, and client trust.
Moving from Diversity to Inclusion
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Let's redefine what professional means and build an inclusive business. Today, diversity, equity and inclusion (DEI) programs are under intense scrutiny across the country but there is a way to bring this important work back into balance.
Various cultures which are classified as “Black,” “Hispanic,” or “Asian” are made up of a rich diversity of ethnicities, all with very unique traditions and ideas on money and familial financial responsibility. We can all improve our own planning process by incorporating and understanding these varied cultural nuances.
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In this presentation, participants will learn:
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How to garner support from planners of color to learn from culture perspectives
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Your client's cultural nuances and how that fits in the financial planning process
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What allyship is, and how to be an ally
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Resources and communities for people to get more experience, education, and exposure in DEI topics
FOR CONSUMERS
Rianka is an expert speaker on the following topics for general audiences:
Personal Finance for the Next Gen​​
Who are the next generation of clients, and are you ready to uncover the planning needs of Millennials and Gen Xers? See what an efficient service model tailored to them looks like, and learn why attracting these clients should be part of your business model. Rianka will share her experiences building a successful virtual, comprehensive, fee-only financial planning firm dedicated to serving busy young professionals.
Building Wealth for Momfluencers​​
When mom’s are pulling double duty as social media influencers, their business isn't just a job—it's a part of their life, intertwined with both their personal dreams and family commitments. Rianka shares her experience supporting this growing industry of working moms in realizing their full business potential and setting up their children for growth.
Transitioning from Employee to Entrepreneur​​
As an entrepreneur, you wear many hats - visionary, technician, and manager. But you must not let the hustle and bustle of your business steer you away from having a solid financial foundation. Having discipline with your personal finances will strengthen your success with your business finances. A few basic initial steps can be taken when making the transition from employee to entrepreneur.
In this presentation, participants will learn:
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Who the next generation of clients are
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Their evolving personal finance needs
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An efficient service model for Millennial & Gen X clients
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How to utilize technology to serve the "on the go" generation
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​Deepening client-planner relationships with social media
In this presentation, participants will learn:
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How to reconcile irregular incomes streams
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How to determine the most tax-efficient business structure
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How to navigate big-ticket opportunities like brand partnership
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Tried and true strategies to keep your eyes on the prize: growth and sustainability
In this presentation, participants will learn:
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Creating optimized cash flow systems
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Separating your personal and business finances
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Building savings to help you successfully launch your business without fear of lack
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Understanding tax-friendly money solutions as a business owner
FREQUENTLY ASKED QUESTIONS
