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. 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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