Episode 1: Why Diversity and Inclusion is Important
Diversity and inclusion. It’s the right thing to do. For financial advisors, it’s also crucial to reaching an increasingly diverse client base — and understanding and meeting their needs.
Episode 2: The Difference Between Diversity and Inclusion
Diversity focuses on differences. Inclusion is about understanding and embracing those differences. What are you doing to create an environment in which different kinds of clients can feel comfortable trusting you with one of the most personal areas of their lives ─ their money?
Episode 3: Be Authentic and Find the Common Thread
For financial advisors, one of the most important ways to reach a more diverse client base is to find the common threads that connect people. Among them: the need for financial planning services.
Episode 4: Growing a Diverse Team and Practice
To grow a diverse financial planning team and practice, financial advisors should keep one important word in mind: empathy. It can help advisors connect with prospective clients and employees from diverse backgrounds. And, numerous studies show that increasing empathy can lead to a more successful business.
Episode 5: A Modern Community of Investors
It's no longer business as usual for financial advisors. The changing demographic composition of prospective investors requires advisors to think differently, communicate more thoughtfully, and employ greater empathy.