Season One’s final episode of 2050 TrailBlazers was so good we had to break it into a Part 2! HR pro, Katie Augsburger, is breaking open the hiring process dilemma. She’s empowering all of us in the financial planning profession to tap top talent, retain them, and find authentic ways to increase and diversify your network.
Read MoreIn this episode of 2050 TrailBlazers, we’re giving you the tools YOU need to implement inclusion and diversity initiatives in YOUR organization. We’re reviewing a wide range of topics we’ve covered so far this season, and how you can start to move the needle, make a change, and blaze trails of your own.
Read MoreWhen Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think his application would be selected out of the sea of other qualified applicants. However, when he realized his application was accepted, he realized the importance of his new spokesman role held.
Read MorePhuong Luong believes that “diversity” is a catch-all word. She’s not wrong. Diversity movements tend to blanket the advancement of minority genders, ethnicities, and promote all forms of inclusion. If we’re going to move the needle forward and actually make an impact, we have to get comfortable with uncomfortable conversations and situations.
Read MoreAngela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believes that being herself, committing to her community, and following her passion allows her to empower other women of color to pursue their calling - in this profession, and across all industries.
Read MoreDr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial Planning in the profession, he has dedicated his life to making financial planning more accessible and to diversity research.
Read MoreIf all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers to better herself, this industry, and the lives of her students. She has recently established the CFP program at Delaware State University, and founded her own financial planning firm.
Read MoreLazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a true trailblazer in the financial planning industry - and she’s here this week to discuss how to grow yourself, foster diversity and visibility, and spark change in our profession.
Read MoreCy Richardson knows that the financial planning sector isn’t the only industry seeking young, talented professionals. But he also knows that financial planning offers an outlet for people who genuinely want to do good and touch the lives of others.
Read MoreA recent study has shown that by the year 2050, the majority of the United States population will be comprised of minority groups. This country is a big, beautiful melting pot - but the financial planning industry isn’t a very good reflection of our rich and diverse population.
Read More2050 Trail Blazers addresses the lack of diversity in the financial planning industry through conversations about cultural awareness, perspective, and measurable impact.
