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Resources

Building an inclusive practice: Unlocking diversity capital

Joy Crenshaw
Head of Global Sales and Advisor Development
Karen Lutomski
Senior Managing Director, Co-Head of Private Wealth, Global Wealth Advisory Services
rows of colorful chairs
06 Oct 2022  
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Growth is no longer just about acquiring AUM. In fact, as the population in need of financial advice grows and diversifies, so too must the advisory teams that serve them. To grow into the future, you need a clear plan to meet the challenges of shifting wealth demographics —your future clients. And it's not just about client acquisition. Diverse perspectives and an inclusive culture can lead to greater innovation, more effective decision-making and better results for your business. The significant challenge for team leaders, then, is to create a culture of inclusion.

Inclusive teams make business decisions 2x more quickly and with better results 87% of the time.*

Download the PDF

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About the authors

Joy

Joy Crenshaw, CIMA®

Head of Global Sales and Advisor Development
Karen

Karen Lutomski, CIMA®

Senior Managing Director, Co-Head of Private Wealth, Global Wealth Advisory Services
Contact us
Financial Professionals
800.752.8700
Individual Investors
800.257.8787
*Larson, Eric. "New Research: Diversity + Inclusion = Better Decision Making At Work.” Forbes, 2017.
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Nuveen provides investment advisory solutions through its investment specialists. Nuveen Securities, LLC, member FINRA  and SIPC  .

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