Building a Better Advisory Practice Through Diversity and Inclusion episode artwork

EPISODE · Jun 22, 2022 · 51 MIN

Building a Better Advisory Practice Through Diversity and Inclusion

from Managing Your Practice · host Dimensional Fund Advisors

Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional's Catherine Williams to discuss how their firms are approaching diversity and what it means to not only serve women and other underrepresented investor clients, but also the importance of building a more diverse pool of candidates for financial services professions.

NOW PLAYING

Building a Better Advisory Practice Through Diversity and Inclusion

0:00 51:06

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Managing Your Practice?

This episode is 51 minutes long.

When was this Managing Your Practice episode published?

This episode was published on June 22, 2022.

What is this episode about?

Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional's Catherine Williams to discuss how their firms are...

Can I download this Managing Your Practice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!