In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve encountered. This episode is perfect for a business owner or professional who wants to dig deeper and increase their focus on diversity and inclusion, but needs an actionable blueprint to get started.

In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive initiatives at an organizational level. He’s talking through DEI best practices, and providing listeners with actionable tips to implement today.

In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies of creating a nonprofit ecosystem, and how listeners can get involved in supporting the next generation of minority leaders in their own communities.

Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scientific and academic grounds for an inclusive business model. Tune in now!

Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of color to build their wealth and break negative financial behaviors. In this episode, Chloe helps listeners understand what they can start doing to get involved in delivering financial advice to underserved communities.

In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and so much more. Tune in now!

Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important!

Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about to give listeners some amazing, actionable tips to start implementing better hiring practices today, and other ways financial planning firms can start to pursue inclusivity.