I had the pleasure of attending the Center for Financial Planning (CFP) Diversity Summit. During the summit, we discussed the lack of diversity in the financial planning workforce.
Diversity is a financial imperative. Organizations that do not reflect America will have a hard time attracting a younger, more diverse audience.
In this video, I share thoughts from Andy Sieg, Head of Wealth Management at Merrill Lynch and Carla Harris, VP of Wealth Management for Morgan Stanley.
Listen to their insights and think about these two questions:
- What does your current leadership look like
- Is it sending the right message?
I’d love to hear your thoughts. Share with me by leaving a comment or send me an email.