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Building a Better Advisory Practice Through Diversity and Inclusion
Manage episode 336206079 series 3324283
Contenido proporcionado por Dimensional Fund Advisors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dimensional Fund Advisors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional’s Catherine Williams to discuss how their firms are approaching diversity and what it means to not only serve women and other underrepresented investor clients, but also the importance of building a more diverse pool of candidates for financial services professions.
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