Around the Table Episode 1: Why Diversity and Inclusion is Important

Around the Table Episode 1: Why Diversity and Inclusion is Important

LPL Financial

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.

Reach and Serve More Clients Through Diversity and Inclusion

“Around the Table,” LPL’s diversity series, kicks off with LPL leaders and financial advisors sharing their thoughts on why diversity and inclusion is important.

Society is changing demographically. To reach and serve new investor communities, financial advisors must understand their cultural norms and the factors that can help these prospective clients feel more comfortable discussing highly personal financial matters. This approach is key to forging meaningful, long-lasting client relationships.

Some clients will be more receptive to working with advisors from similar backgrounds. That makes a strong case for increasing diversity among financial advisors as well.

Learn more about the importance of diversity and inclusion in the financial services industry — and what it could mean for your practice.

You can also find out about diversity and inclusion at LPL.