Episode 97: Daniele Beasley - Financial Literacy for Life

Daniele Beasley is a Board Member at Mission Bank, a role she has held since February 2021, and is also a Chief Client Officer in charge of distribution at Apex Financial Advisors. She is a Certified Financial Planner currently focused on using her 30 years experience in the sector to educate and mentor clients  in what she terms “her mid-life reset”. 
 
 Our conversation dives in to the theme of diversity and the need for diversity on Boards, as well as the skills that Daniele seeks to bring as a Board Member.  We speak about her passion for serving her clients and enabling them to reach their financial goals - and how financial literacy is important at every age, as is a process of ongoing learning and growth. 
 
As to her personal story we chart her path from learning about potato broking at the kitchen table, to building her own firm to changing direction in a midlife reset.  We remind ourselves of the rules that "it's not how much you make, it's about how much you keep" and of the 80/20 rule of investing in yourself and giving back to others. 
 
Series 4 is brought to you with the kind support of Federated Hermes, Inc., a leading global investment manager. Guided by their conviction that responsible investing is the best way to create wealth over the long term, their investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.