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Daphne Jordan is the co-founder and co-chair of NAPFA's DiversiFi committee.

NAPFA to Launch Virtual Diversity, Equity and Inclusion Toolkit for Advisors

NAPFA’s diversity and inclusion steering committee created a guide for advisors eager to hire diverse talent.

The National Association of Personal Financial Advisors is helping its financial advisors (members and nonmembers) do their part to prospect and recruit individuals from underrepresented backgrounds into the profession. 

During NAPFA’s fall conference October 21-23, its diversity and inclusion steering committee, known as DiversiFi, updated members that it will be launching a virtual toolkit to aid advisors and firms in their diversity, equity and inclusion initiatives.

“NAPFA members were saying, ‘We want to hire diverse staff, but we don’t know how and where to find them,” said Daphne Jordan, the co-founder and co-chair of DiversiFi.

In response, the committee created an online toolkit that features a research-based D, E & I guide, a written portion for advisors to perform self-reflection, and recorded videos that will address related topics.

The committee expects feedback from advisors as they use the toolkit and participate in conversations about what they’ve discovered. NAPFA also is in the process of creating a rubric that can help advisors define success and measure it. 

Nicole Renaux, a NAPFA member who works with Jordan at Pioneer Wealth, an RIA in Austin, Texas, said her firm participates in mentorship programs and ensures that its website displays images of people of differing races and genders to help attract not only prospective hires but also clients.

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