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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