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.
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Building a Better Advisory Practice Through Diversity and Inclusion
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