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Despite growing interest in increasing diversity in the wealth management industry, a significant amount of work remains for the population of financial advisors to better align with the population of individuals who need and seek out advice.
Advisors and firm leaders of all backgrounds increasingly understand the need to become more diverse. Acknowledging the need for greater diversity and actually achieving greater diversity are two very different things, however. And for busy professionals already engaged in the complex work of running a business, it can be hard to know how to start.
With this brief, we hope to illuminate the first steps of that path by giving you the resources to:
- Set the stage for a more diverse culture
- Recruiting and retaining diverse talent with an inclusive and equitable culture
- Language and communication
- Allyship
Download the executive brief to learn more about how you can create a diverse culture.