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Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon
While firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about...
Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financial Planning – With D.A. Abrams
Building a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that it’s so much more than just hiring people...
Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst
Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit...
Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey
Diversity isn’t the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their...
Ep 58: Disrupting With Purpose — With Dana Wilson
Consumers want to work with advisors like them! That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that...
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