Constructing the Enterprise Case for DEI&B

Altering demographics and the large switch of wealth anticipated over the subsequent 25 years are making a extra numerous equitable and inclusive office a social and enterprise crucial for wealth managers. Be a part of us as an array of consultants discuss how advisors can construct extra inclusive practices that entice and retain workers who appear to be—and perceive—the various shopper bases they serve. Matters will embody:

  • The place to increase the seek for numerous expertise.
  • Learn how to construct a extra inclusive and equitable enterprise tradition.
  • Determining what language to make use of—and keep away from—in a various office.
  • What it takes for leaders to grow to be higher allies for his or her growing expertise. 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

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Sponsored by




Mark_Bruno.jpgMark Bruno,

Managing Director, Wealth Administration

Informa Join

Suzanne_Siracuse.jpgSuzanne Siracuse,

CEO and Founder,

Suzanne Siracuse Consulting Companies, LLC



Carolyn Armitage,

CFP®, CIMA®, President,

Thrivent Advisor Community


Karim Hill headshot-square.jpg Karim Hill

Government Director,

The American Faculty of Monetary Companies


Marilyn Booker.jpegMarilyn Booker
Director, D&I Implementation,

Variety & Inclusion, Thrivent