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Showing episodes and shows of
Kaysian Gordon
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Begin, Build, Blossom: Your Business Journey
Alajahwon Ridgeway, Founder of A.B. Ridgeway Wealth Management
Send us a textAlajahwon Ridgeway, Founder of A.B. Ridgeway Wealth Management, is a Certified Private Wealth Advisor (CPWA®️) professional with over a decade of experience in investment management and creating retirement plans. He is also the host of Financial Advisors Say The Darndest Things Podcast, a Christian Finance Podcast where they teach believers how to be rich in spirit and righteous in action.Alajahwon's Take Aways from his business journey and actionable tips: - take advantage of trainings, continuing education and opportunities to go back to school. Overall, get educated and sharpen your...
2024-05-16
46 min
Behind The Advisor
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you! Kaysian Gordon, founder of Kaysi Gordon Financial Planning, spent 14 years at UBS focusing on financial planning for ultra-high net worth clients. Seven years ago, she started a weekly devotional blog, which later helped her build a niche working with women of faith in transition. In late 2021, Kaysian launched her own firm with XY Planning...
2023-05-03
53 min
Behind The Advisor
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you! Kaysian Gordon, founder of Kaysi Gordon Financial Planning, spent 14 years at UBS focusing on financial planning for ultra-high net worth clients. Seven years ago, she started a weekly devotional blog, which later helped her build a niche working with women of faith in transition. In late 2021, Kaysian launched her own firm with XY Planning...
2023-05-03
53 min
Toronto West SDA Podcast
An Attitude of Gratitude
Devotional Read By: Merisha Jarvis | Written By: Kaysian Gordon | Music of Meditation: "Grateful" -Hezekiah Walker
2022-10-11
11 min
The Society of Advice Podcast
The impact I hope to have on the world with Kaysian Gordon
The impact I hope to have on the world with Kaysian Gordon, Wealth AdvisorTo learn more about the Society of Advice, go to https://www.thesocietyofadvice.com
2022-06-10
01 min
What A Word!
61. Choose How You’re Going To Let Time Pass w/ Kaysian Gordon, Certified Financial Planner & Author
Kaysi is a seasoned professional who has worked in the financial industry for over 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting. Because of her breadth and depth of knowledge, Kaysi works well with her clients' other c...
2021-08-24
1h 12
The Be More Today Show
EP 63: “Financially Fit” featuring Wealth Advisor Kaysian Gordon, MBA, CFP®, CDFA®, CPA
Kaysian Gordon is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting. Because of her breadth and depth of knowledge, Kaysi works well with her clients...
2021-06-14
51 min
We Love Entrepreneurship
Leading with Faith and Love with Kaysian Gordon
Hear the remarkable story of a woman inspired by God to make a huge career change and how she’s changing lives. Discover the process she went through to get where she is today.
2021-03-25
31 min
Simplify Podcasting | Grow Brand Authority, Build Partnerships, Turn Listeners Into Loyal Clients
Marshmellow, Finances & Visionary Possibilities! | Featuring Kaysian Gordon (Part 2) #14
Have you ever been at the bottom of an extremely long or curving stairwell? There's no way you'll get to the top without taking that first step. This week, Kaysi and I share what it means to have true wealth, one step at a time. Wealth is not the balance in your bank account; wealth is more a measure of where you are spiritually, emotionally, and financially. Each of these 3 key areas require intentionality. Each area requires one step at a time. As Kaysi and I chat about her dog Marshmellow (yes, t...
2021-01-07
53 min