All Episodes
2050 TrailBlazers — 63 episodes
The Future Belongs to Inclusive Enterprises
Next Steps - Let's Take Action
Caring for Yourself
Learning From Our Mistakes
Avoiding Common Traps
How Organizations Can Do the Work
Understanding Your Role in Advancing Equity in the Workplace
The Masterclass for Allies and TrailBlazers
How to Reclaim Your Time, and Protect Your Energy, When Promoting
Why Social Investing Is So Much More Than Simply ESG
The Data Doesn't Lie: How One Tech Firm Is Changing the DEI Space
Extended Cut: DEI Work Is Not About Shame, It's About Accountability
DEI Work Is Not About Shame, It's About Accountability
Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains
Work Towards Racial Justice, Not Just Diversity
Observe. Listen. Implement: How One Small Business Owner is Advancing Diversity
Action Over Intent: Wealth is Getting More Diverse. Are Firms?
A Wine Connoisseur's Rationale For Keeping Her Glass Half Full
You Belong in Every Room; Not Every Room Deserves You
The Power of Partnership
Your Brief Guide to Seasons 1- 4 and What to Expect in 2021
Actionable Steps to Incorporate DEI in RIA Firms
Walking the DEI Walk in the Banking & Brokerage World
Having a Greater Vision For Your Life & Money
The Research-Backed Case for Inclusivity
Breaking Intergenerational Wealth Cycles in the Classroom
Transforming into the Employer of Choice
Diversity in Practice: Hiring and Building the Future of the Profession
Creating an Intentionally Equitable Hiring Process
Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color
How We Think About Finance: A Gender and Global Perspective
How Financial Empathy Can Improve Financial Services
Cultural Financial Norms in Ghana
Approaching Culture & Inclusion Conversations with Clients & Colleagues
Faith, Money, and Community: How Money Impacts the African American Community
Being a Champion of Money & Culture as a South American Immigrant
Money in the Asian American Culture
Understanding the Intersection of Money & Culture
Leveraging a Career in Journalism for Representation and Advocacy
Redefining Mentorship and Sponsorship in the Pursuit of Success
Leveraging Entrepreneurship to Do Good in the World
The Journey of the first African American CFP® Professional
Celebrating History Makers: An Introduction to our Black History Month Series
Diversity, Equity & Inclusion: Moving From Why to How
Becoming Intentional on the Road to Allyship
LGBTQ Inclusion in the Financial Planning Profession
Using Your Privilege as a White Woman
How Media Outlets Can Use Their Platform to Take on Diversity & Inclusion
Opening Up the Conversation: Empower & Retain Women in Workforce
Trailblazing with Inclusivity at the Corporate Level
Exploring the Practice of Dynamic Allyship
Welcome to Season 2
How to Build an Inclusive Hiring Process in the Financial Planning World
How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession
Embracing Your Identity in the Financial Planning Profession
How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term
How to be Your Bold, Authentic Self in the World of Financial Planning
How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation
Zahn Live Review Scholarship
The Journey Behind Establishing a CFP Board Program
Promoting Diversity and Creating Intentional Career Paths in Financial Planning
Attracting Diverse Talent and Growing the Financial Planning Profession
Welcome to 2050 TrailBlazers