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Inclusion and Diversity Think Tank: Increase Your Diversity, Increase Your Potential

Session Speakers
Session Description

Why Attend
Gain insight into the importance of increasing diversity in the RIA industry, and learn about  specific steps your firm can take to build a staff that reflects today’s investors.

Session Details
Culturally and ethnically diverse investors increasingly control assets and exert influence in the market, yet the degree of diversity in advisory firms remains low. In a thought leadership session, learn about the market opportunities and differentiation that can result from bringing diverse talent into your practice. A panel of subject-matter experts will examine the challenges involved and brainstorm for solutions. You will then partner with industry peers to share experiences and brainstorm solutions for increasing the representation of racially and ethnically diverse talent in our industry. You will gain an understanding of:

  • Barriers to entry for people of color in the financial planning profession, and how you can help lower them
  • Benefits that come with greater racial and ethnic diversity in the industry
  • Specific actions you can take to diversify your firm, and resources you can employ

Additional Information
CPE-2 hrs
Extended Education Session
2h
Session Schedule