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Building the Business Case for DEI&B

Available On Demand

Changing demographics and the enormous transfer of wealth expected over the next 25 years are making a more diverse equitable and inclusive workplace a social and business imperative for wealth managers. Join us as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve. Topics will include:

  • Where to expand the search for diverse talent.
  • How to build a more inclusive and equitable business culture.
  • Figuring out what language to use—and avoid—in a diverse workplace.
  • What it takes for leaders to become better allies for their developing talent. 

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Brought to you by




Sponsored by




Mark_Bruno.jpgMark Bruno,
Managing Director, Wealth Management
Informa Connect

Suzanne_Siracuse.jpgSuzanne Siracuse,
CEO and Founder,
Suzanne Siracuse Consulting Services, LLC


Carolyn Armitage,
CFP®, CIMA®, President,
Thrivent Advisor Network

Karim Hill headshot-square.jpg Karim Hill
Executive Director,
The American College of Financial Services

Marilyn Booker.jpegMarilyn Booker
Director, D&I Implementation,
Diversity & Inclusion, Thrivent



TAGS: Resources