No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
Speaking
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Closing the Wealth Gap by Creating a Culturally Responsive Firm

Session Speakers
Session Description

Why attend:
Gain insight into how firms can reach traditionally overlooked and underserved communities by becoming more culturally responsive.

Session details:
Financial advisors and planners are the most qualified people to close the ever-widening wealth gap. To succeed at this, they need to improve their ability to reach historically ignored communities, which requires understanding a wide range of client needs and fostering greater financial literacy. A subject-matter expert will discuss how to:

  • Build (or reinvent) your firm to be culturally responsive
  • Tailor your business model and practice to the unique challenges and day-to-day experiences of specific communities
  • Expand your firm’s reach and reputation by working with clients who face financial struggles

Additional Information
CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule