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Advancing Diversity and Inclusion at Your Firm
Today's customers, employers, and employees represent diverse backgrounds, experiences and values. Making diversity and inclusion a priority can bring benefits to both your customers and your firm.
Building a Diverse and Inclusive Organization
Building and sustaining a diverse and inclusive organization benefits investment management firms and the clients that they serve. These resources outline the business imperative of diversity and inclusion in the financial planning industry. They also provide strategies that individuals at every level of an organization can use to help create a more inclusive culture.
Making Space for Dialogue
While it may feel hard or intimidating, talking about race and diversity reinforces an organization's commitment to the fair and equitable treatment of all employees. We brought together mission-oriented leaders with investment management industry expertise and explored how firms can intentionally create space for dialogue and spark change.
Understanding and Engaging Your Clients
The clients of financial planning firms are becoming increasingly diverse. At the same time, investors are also increasingly aware of their social impact. Understanding these demographics allows investment management firms to deepen relationships and create better outcomes for their clients.