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How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business

Mike Langford
Sep 12, 2021

 


Intuitively, we know that a diverse, equitable, and inclusive team is smart business for any wealth management firm. As America's demographics change, so too should the makeup of the financial advisors who serve them. But, until recently it has been hard to quantify the true impact of DE&I efforts for RIAs and the independent financial advisor community.

MFA Podcast Video - Episode 66 - Laura Gregg on Diversity Equity and Inclusion

 
In this episode of The Modern Financial Advisor Podcast, our guest Laura Gregg,  Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs shares the results of the firm's 2021 report on Advisory Teams and Diversity Research. And what you'll hear is hard, objective data that supports expanding our community of advisors and firm leaders to reflect the rapidly diversifying community we hope to serve.

Partner With Truelytics: Do you work with RIAs and independent financial advisors? Are you helping them grow their business, become more profitable, or prepare for transitions? If so, you should reach out to explore the Truelytics Solutions Partner Program

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below is a list of resources related to this episode or mentioned in the update video above: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
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