Optimizing Community for Growth
As many underrepresented financial advisors are advocating for themselves, communities and accountability groups have been critical in increasing retention rates within the financial services industry. Participants in this session will be exposed to data revealing how important support groups and communities are – in financial services and beyond – in helping members to achieve individual and collective goals.
The session will identify what support and access look like specifically amongst underrepresented groups in the financial services space. It will define diversity, equity, inclusion, and belonging, and will help participants to understand how to implement D&I best practices in their own businesses.
Learning Objectives:
- Learn the differences between diversity, inclusion, equity and belonging.
- Understand the effectiveness of communities
- Gain best practices for inclusive businesses
This session is sponsored by the NAPFA DEI Committee.
Thank you for attending!
