Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
In Practice December 8, 2021
Watch the 2021 Practice Progress Webinar Finale on Demand
Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of improving diversity and inclusion. The last Practice Progress webinar for 2021 will explore this critical topic.
Reported by John Manganaro
Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem. There are other strategies that work as well, including creating compensation frameworks that take into account the challenges of moving from a salary or hourly-based position to a job frequently involving commissions and potentially complex, incentive-based pay structures.
This hourlong editorial webinar—the last edition of the Practice Progress webinar series for 2021—will examine these and other important topics meant to help advisers address the lack of diversity in the financial advisory field.
Full event and series replays are available here: https://www.bigmarker.com/PLANADVISER/Practice-Progress-Steps-to-Advance-Diversity-in-the-World-of-Finance
Featured speakers:
Rosalyn Brown, 2022 WIPN Board Member leading Diversity, Equity & Inclusion
In addition to her role at WIPN, Brown is a Senior Business Development Officer at a large Financial Services Organization, where she does business development providing investment management for retirement plans and the liquidity needs of nonprofits and for-profit institutions.
Dawn Harris, Director of Diversity and Inclusion for the Center for Financial Planning
As the first CFP professional to hold this position, Harris is responsible for advancing diversity and inclusion programs and growing the number of diverse CFP professionals within the financial planning profession.
Carlos Muñoz, Head of Asset Manager DE&I Engagement, Morgan Stanley Wealth Management
Muñoz an Executive Director of Morgan Stanley in Wealth Management based in Purchase, New York. He is the Head of Asset Manager Diversity, Equity, and Inclusion Engagement