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Advisor Education
Building an inclusive practice: Unlocking diversity capital
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.*
[Interested in learning more? Listen to this webinar replay for more actionable strategies.]
Related articles
Measure your preparedness to successfully capture wealth transfer assets.
Once considered a threat to financial professionals, wealth transfer presents an enormous opportunity to attract a new generation of clients.
One way to strengthen your relationships with potential referral sources is by providing free education.
*Larson, Eric. "New Research: Diversity + Inclusion = Better Decision Making At Work.” Forbes, 2017.
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