CFFP#30 - Increasing Pathways for Diverse Talent in Financial Services ft. Chloe A. Moore, CFP® and Luis F. Rosa, CFP®, EA

Conversations for Financial Professionals

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3y ago 39:35

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Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services.

So if you want to understand how financial services is affected by underrepresentation of certain people groups, realize ways that #finserv can attract, hire and retain the best talent, and recognize the challenges #finserv faces by not being more diverse so you can incorporate tools to serve their ideal client at the next level, tune in now!

In this episode, you'll discover:

The effect that BLX is having on the lack of diversity in the profession
Whether or not the lack of diversity in the profession is due to a lack of exposure
Ways that the financial services industry has fallen behind in hiring the best talent
What is the BLX initiative and the feedback from participating firms

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