Angela Dorsey: Feeling Your Way to Success

Angela Dorsey went from reading Money magazine in her childhood bedroom to building a business (Dorsey Wealth Management) she loves—trusting her gut and taking one brave step at a time.

In this conversation, we talk about how she left a steady Human Resources corporate career in compensation to create a practice centered on purpose, intuition, and real connection. Angela shares how she defines success (hint: it’s not AUM), how she built her firm one client at a time, and why leaning into what feels good has helped her build a thriving practice for women—and for herself. We also talk about why more women aren’t entering this field, despite its flexibility and deep rewards, and how outdated sales models and misconceptions about what financial planning really is may be keeping them away.

We also talk about her three-step prospect process, how she balances life and business, and the surprising power of Sunday morning reflection.

Episode Highlights:

• Angela’s earliest money memories and lifelong pull toward personal finance
• Leaving corporate life behind and building her firm from scratch while raising kids
• The emotional depth of financial planning—and how it surprised her
• Why she believes more women aren’t entering this profession (and how we can change that)
• How she discovered her niche organically and rebranded her firm to reflect it
• Her three-step values-driven prospecting process
• Structuring her schedule with intentionality: surge meetings, light Fridays, and time off
• Why she defines success as peace of mind, not performance
• The role of reflection, journaling, and Sundays in her business and life