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Negotiate Anything

How to Manage Your and Others' Biases in Difficult Conversations with Daphne Jordan, CFP and Cameo Roberson, AAMS

Negotiate Anything

American Negotiation Institute

Education, Business, Self-improvement

4.7748 Ratings

🗓️ 6 May 2021

⏱️ 34 minutes

🧾️ Download transcript

Summary

Welcome to an ANI Throwback Episode! In these episodes, we reintroduce you to some of our most popular episodes. This week, we revisit Daphne Jordan, CFP and Cameo Roberson, AAMS episode: How Implicit Bias Impacts Conflict and What You Can Do About It. Request a Custom Workshop For Your Company Get Free Access to Over 15 Negotiation Guides Follow Daphne on LinkedIn Follow Cameo on LinkedIn Follow Kwame on LinkedIn

Transcript

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0:00.0

Hey everyone and welcome to our throwback episode. In our throwback episodes, we are reintroducing you to some of our most popular episodes. This is great for new listeners who want to learn more about the work we've done in the past. And it's a great refresher if you've been a listener for a long time. Enjoy.

0:20.5

Cameo and Daphne, welcome to the show.

0:23.2

Thank you so much, Kwame, for having us.

0:25.6

Yeah, thanks.

0:26.7

It's my pleasure.

0:27.9

So how about we get started with some brief introductions?

0:30.9

Camio, you can go first.

0:32.3

Yeah, absolutely.

0:33.6

My name is Camio Roberson, and I am co-founder and co-chair of the National Association of Personal Financial Advisors, Natva, Diversity and Inclusion Initiative.

0:44.1

I'm also an advisor consultant and financial coach of Atlas Park Consulting and Finance, where I really work with both advisors and clients in a way that positively impacts

0:56.6

their lives. So as an advisor and a coach based in the San Francisco Bay Area, I help Gen XY

1:02.3

women and small business owners better manage their money in smart ways, creating a stronger financial

1:07.5

foundation. Additionally, as an operations consultant, I really help advisors

1:11.8

with tangible ways to support their value proposition, helping them build systems, develop

1:17.7

processes and workflows that really support an extraordinary client experience.

1:22.9

Perfect. Thank you for joining us. And Daphne, what about you? Tell us about yourself.

1:27.9

Sure. I'm Daphne Jordan. I'm a certified financial planner. And I'm also the only

1:34.3

wealth advisor at Pioneer Wealth Management out of the beautiful city of Austin, Texas.

1:39.4

In my career, I enjoy helping folks reach and maintain their financial goals from a holistic standpoint.

1:46.1

So similarly to Google Maps, I assist in helping folks see potential pitfalls and clear pathways to map out their financial life.

1:55.6

Perfect. Thank you both for coming. So let's start with question number one.

2:00.5

Yeah. So this first question is kind

...

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