Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice

The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds. 

Still, by the numbers, little progress has been made—making diversity, equity and inclusion a top priority for all stakeholders in the industry. 

Join us for an engaging panel discussion with industry thought leaders as they share their ideas, action steps and new approaches for success in making wealth management a more diverse and welcoming industry.

Our Panelists: