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Diversity in Action™

Luis Rosa and Shawn Tydlaska

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Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Acti ...
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Tune in to this kick off episode as Shawn and Luis discuss everything BLX since the program’s inception. The application window is for 2025 internships is opening soon, and Shawn and Luis provide an update on all the exciting things at BLX. Notes: In this episode, Shawn and Luis talk about: Celebrating successes and providing an update on how thing…
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Welcome to the tenth episode of the Diversity in Action™ podcast Season 2! In today's episode, we are joined by Guy Lawrence, a Senior Operations Manager of Advisor Business Solutions, Inc based in Long Beach, CA. The firm specializes in wealth management consulting solutions since 2001 providing HR and staffing solutions, practice management (coac…
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Welcome to the ninth episode of the Diversity in Action™ podcast Season 2! In today's episode, we speak with Chris Woods, CFP®, Certified Kingdom Advisor™, and Certified Exit Planning Advisor™. Originally from St. Charles, Missouri, a suburb of St. Louis, Chris graduated from Vanderbilt University where he majored in Economics, minored in Business …
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Welcome to the eighth episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guests, Leslie Tabor, Director of Business Consulting and Education for Schwab Advisor Services & Craig Jones, Managing Director and Chief Diversity Officer for the Colony Group and Co-President of the Colony Sports & Entertainment practice …
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Welcome to the seventh episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guest, Dawn Harris, the Director of Diversity and Inclusion at the Center for Financial Planning. Dawn discusses her career journey, transitioning from consumer packaged goods to multicultural marketing and the sports industry, ultimately l…
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Welcome to the sixth episode of the Diversity in Action™ podcast Season 2! In this episode of the Diversity in Action podcast, join us as we dive into the inspiring journeys of two interns who have found their calling in the world of financial planning. Rodrigo Gomez, a first-generation college graduate, takes us through his transformation from a p…
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Welcome to the fifth episode of the Diversity in Action™ podcast Season 2! In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like …
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Welcome to the fourth episode of the Diversity in Action™ podcast Season 2! In today's episode, our guest Dr. Barry Mulholland is the Director of the Financial Planning Program and Associate Professor of Practice at The University of Akron. He also has a Ph.D. in personal financial planning from Texas Tech University. Barry is the founder of the Di…
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Welcome to the third episode of the Diversity in Action™ podcast Season 2! In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP mak…
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Welcome to the second episode of the Diversity in Action™ podcast Season 2! Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support …
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Welcome to the first episode of the Diversity in Action™ podcast Season 2! We're thrilled to introduce our new co-host Shawn Tydlaska, CFP®, MBA, the CEO and founder of Ballast Point Financial Planning and co-founder of the BLX Internship Program. In today's episode, we have Nikki Palluzzi as our guest. With over 15 years of community-building expe…
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Welcome to the eighth episode of the Diversity in Action™ podcast! Joining us in this episode is Uchechi Kalu, a Financial Advisor, and Ray Pryor, Founder of Pryority Finance , both a product of our internship program. Their journey from before, during, and after their internship is an eye-opener and inspiration for those who want to succeed in the…
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Welcome to the seventh episode of the Diversity in Action™ podcast! In this episode, we are joined by Suzanne Lawrence, CEO of Advisor Business Solutions. Suzanne shares her passion for increasing diversity in all aspects of business, and helping women and people of color find jobs. She also partnered with BLX to manage the program and help connect…
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Welcome to the sixth episode of the Diversity in Action™ podcast! In this episode, we are glad to have with us one of the most well-known pioneers in our industry, Saundra Davis. She is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field. After serving in the Navy, s…
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Welcome to the fifth episode of the Diversity in Action™ podcast! In this episode, we are joined by Schwab Advisor Services Directors, Leslie Tabor and Sherri Trombley. As first generation investors, they set out on a mission to spread awareness on the importance of investing and DEI in the Registered Investment Advisor Industry. Through programs a…
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Welcome to the fourth episode of the Diversity in Action™ podcast! In this episode, we are joined by J.D Bruce, CPA, Chief of Growth at Abacus and Jason Naylor, Innovation Project Manager for Abacus Wealth Partners. They will share how Abacus got its name, the work Abacus does, and their progress through the various roles they've held before workin…
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Welcome to the third episode of the Diversity in Action™ podcast! In this new episode, we are joined by Sonya Dreizler & Liv Gagnon, the Founders of Choir. Together, they aim to give voices to women, non-binary folks, people of color, and especially women of color in the financial industry. Through Choir, they have been creating opportunities for d…
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Welcome to the second episode of the Diversity in Action™ podcast! With us a professional Association Executive with extensive expertise in a variety of sectors and professions. Geof Brown, CEO of the National Association of Personal Financial Advisors (NAPFA), has been an incredible advocate and supporter of the BLX internship program. He shares t…
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Welcome to the first episode of the Diversity in Action™ podcast! With us today is the first Latino CERTIFIED FINANCIAL PLANNER™ pro, speaker, author, and entrepreneur, Louis Barajas. Growing up in East Los Angeles to Mexican immigrant parents, Louis was passionate about imparting financial wisdom to the unbanked Latin community. However, seeing th…
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Ballet Rosa inspires dancers from all over the world with apparel and accessories for male and female dancers designed using the highest quality materials and engineered for a high level of comfort, mobility, and performance. Ballet Rosa is renowned in the world of dance for their harmonious mastery of technical materials, combined with artisticall…
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Leila Kester speaks on pilates for dancers. This episode considers pilates as a “cross training” method for the mind, recognising the power of noticing and observing movement, with less judgement. We discuss the purpose of slower, more mindful movement for development as artists, and the way this can shape and enhance a dance career. Thank you to B…
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Frances Clarke discusses her PhD research investigating current and novel approaches to balance. Thank you to Ballet Rosa for sponsoring today’s episode. Ballet Rosa inspires dancers from all over the world with apparel and accessories for male and female dancers designed using the highest quality materials and engineered for a high level of comfor…
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Nico Kolokythas explains the development of the 11+ Dance at Elmhurst Ballet School. In a previous episode, we discussed the development of this injury prevention intervention at Elmhurst, and this follow up episode explores how the research has evolved and how it can be beneficial. We look at what is happening now at the school, the importance of …
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Markella Kefallonitou, pilates instructor at White Lodge, talks about her work at the Royal Ballet School with young dancers. Markella gives insight into the role of pilates for dancers’ training, the key benefits, and the collaboration also with S&C and the artistic staff. We untie common criticisms of pilates, and discuss the relevance to dance t…
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Catherine Haber discusses her research focusing on the use of spotting in pirouettes. Drawing on this research, Catherine notes key aspects of research methods, discussing the challenges the dance presents to research and highlighting the importance of considering multiple approaches to research. Tying in research onions and biomechanics, Catherine…
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In a second part to Season 2 Episode 1, Niall MacSweeney talks further in depth about the process of implementing S&C at White Lodge, Royal Ballet School. We discuss establishing a training system/program over the years, and how the program now works from Year 7 upwards as a result of being relatively recent. This episode considers specificity vs c…
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Lauren Attree discusses her work as a sports therapist for dancers. Lauren discusses her Masters at UCL in performing arts medicine, and her experiences as a sports therapist over the UK. We look at working with younger dancers with injuries and rehab, and engagement with strength and conditioning in a competitive dance scene in the UK. Lauren disc…
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Ashley McGill discusses her research into Dance for Parkinson’s at ENB. We look at the Dance for Parkinson’s programme, and Ashley’s two studies evaluating the programme through a mixed methods approach. This episode also debates the results of the work, and considers future applications of the research in a healthcare setting. Resources - http://r…
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Robert Tsai talks about strength and conditioning for young dancers. Rob discusses working as a physical therapist, and finding value in helping dancers improve with strength training. We discuss dancers’ response to S&C, and creating new movement experiences for dancers This episode focuses on ways increase engagement with S&C in fun and play. Fin…
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Kathleen Gaines discusses her viral article on dancers’ mental health, and the subsequent dance science research into mental health for dancers. Over the last 10 years, Kathleen has written more than 150 articles on dance for Dance Magazine, Pointe, Dance Spirit, and Dance Teacher magazines. As a result she has had the opportunity to conduct nearly…
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Brooke Winder talks about pelvic floor health. As a physical therapist and educator, Brooke discusses existing research in pelvic floor health on female athletes, and areas for further research. Brooke talks about what the pelvic floor is, the role/function, major flags, and treatment options. We focus on the importance of the pelvic floor for danc…
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Alycia Fong Yan discusses biomechanics in dance shoes, drawing on her experiences as a dancer, clinician, researcher and educator. We discuss the impact of different shoes on foot development, strength, and links to injury. Alycia also reflects on her personal drive to research in this area, including application and translation of research to danc…
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Archie James discusses his journey through ballet training to physiotherapy, reflecting on new knowledge and learned experience. Archie chats about what he wishes he knew as a ballet dancer, what he would have done differently, and changes that may encourage this in a pre professional environment such as in sports psychology. We look at potential r…
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Sonia Rafferty, dance science practitioner, begins by discussing her values and ethos in dance science. We look at the language used around dance science and the potential impacts of this on the connections with the wider dance community. Sonia talks about Safe in Dance International, the importance of awareness of the dancing body and mind, and pr…
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Liz Bayley discusses West End Physiotherapy. We look at injuries in Musical Theatre, typical supplementary training for performers, and the importance of strength to improve performance and reduce injuries. We also look at screening in the West End, challenges of scheduling, and Liz discusses how her dance background plays into her current role. Th…
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Kendall Baab talks about personal training for younger dancers. We look at Kendall’s journey through grad school during Covid 19 and her MSc research into self efficacy and perfectionism in online classes. Kendall discusses her current work, providing personal dance training for younger dancers as well as online workshops for dancers and teachers. …
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Nicky Keay and Steph Potreck discuss clinical cases in hormone health and nutrition.Thank you to The Place London for sponsoring this episode. Located in the heart of London, The Place is a creative powerhouse for dance development that is leading the way in dance training, creation and performance. One of Europe’s most exciting, innovative dance s…
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Megan Bane, athletic trainer at BalletMet, discusses her work as a clinician and educator. This episode looks at Megan's experiences which influences her decision to go into the dance science field, her Masters in hypermobility/pirouettes, and her work with military recruits. We focus on Megan's work at BalletMet, her goals for the future of health…
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Welcome back to SciDance Podcast. SciDance is a dance science podcast presenting discussions with global industry leaders. The podcast aims to enhance dancer wellbeing, health and training at all levels of the sector, making research and information accessible for dancers and teachers. Episodes cover a range of physical and psychosocial topics cent…
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Reflections on Season 2 of SciDance Podcast, looking at informative, interesting, insightful moments taken from each episode so far. Katy Chambers also joins for a chat focused around dance education, where we look at leaving full time education and transitioning into the studio as a dance teacher. (Katy time stamp - 00.27.07) Find Katy here - Twit…
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Imogen Aujla discusses freelancers in dance, looking at the role of freelancers in the UK dance sector, and dance science research in this area. We discuss the challenges freelancers face at different stages of their careers, and psychological factors/mental skills training that can help dancers. Imogen talks about the most important resources and …
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Khyle Eccles, S&C at Trinity Laban, discusses athletic competency in dancers. We discuss Khyle's MSc work on maximal strength testing for dancers, as well as physiological fitness for dancers more generally. Khyle debates the impacts of aesthetic demands and athleticism in dance. We look at the challenges of implementing S&C programmes in dance, ho…
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Adam Mattiussi and Joseph Shaw discuss research and S&C at the Royal Ballet. We discuss their PhDs, looking at injury, jumping, and training load. From a more applied perspective, Adam and Joe discuss the delivery and engagement of strength and conditioning in the company, as well as profiling. We also look at injury rehabilitation and prevention p…
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Recent dance science graduates Julie Ferrell-Olson, Louisa Petts and Sam Beckman discuss their research. Julie Ferrell-Olson (Kinematic Impact of Socks on Contemporary Dance Practice) - Contact: julieannferrell8@gmail.com Twitter: @J_FerrellOlson Louisa Petts (Community Dance) - LinkedIn: www.linkedin.com/in/louisa-petts-1702 Email: louisapetts@hot…
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Tabitha Moorse, Madeleine Dardeau, and Beth Ackroyd discuss their experiences as dance science students graduating in 2020. Tabitha Moorse - Website: www.thedancepsychologist.com Twitter: @TabithaMoorse Instagram: @tabithaindia_ Madeleine Dardeau - Email: madeleinedardeau@me.com Instagram: @madeleinedardeau Beth Ackroyd - Email: beth.lauren@live.co…
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Nicky Keay and Stephanie Potreck discuss nutrition for dancers, looking at areas such as diet culture, RED-S, body composition, and hormone health. Nicky and Steph also chat about the importance of dancer education, influences around the dancer, and takeaways for dance teachers and dance parents.Resources -www.health4performance.co.ukhttps://nickyk…
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Elsa Urmston discusses the psychosocial impacts of dance science research. Elsa talks about various projects, exploring the impacts of dance science in various settings in terms of social impacts, a dance for health domain, and education. We chat about the importance of dance science in these settings, potential further applications, and implementa…
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Jeff Russell discusses performing arts healthcare. Jeff talks about his change in career path, his experiences in performing arts medicine, and advocacy aspects of his work. We look at the unique needs of performing arts populations, and the importance of supporting individuals. Jeff discusses the importance of community engaged work and research, …
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Karen Sudds discusses her work into developing the 11+ Dance in a recreational setting. We look at her process, methods, and research findings in terms of physical improvements in her dancers. Karen also discusses the potential psychological aspects of this work, as well as anecdotal observations in the dancers technique and performance enhancement…
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Gemma Harman discusses the subjective voice of the performer. Informed by her PhD work, Gemma discusses her findings, the importance of performer experiences and subjective research, and the notion of performance enhancement. We also look at the role of reflective practice, and potential developments with future research. Find Gemma here - Email: g…
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