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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.*
If you have questions or would like to explore how Nuveen can further support your efforts to grow your business, reach out to your Advisor Consultant or call 800.221.9271.
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Conversations that may provide valuable clarity as clients plan for their family’s future.
The Social Security Fairness Act, signed into law on January 5th, 2025, eliminated certain restrictions on Social Security benefits for individuals who earned a government pension while not contributing to Social Security. Many of your clients may be affected.
Collateralized loan obligations (CLOs) were once the exclusive domain of large institutional investors. Today, they are accessible to an array of wealth clients through a variety of fund structures.
*Larson, Eric. "New Research: Diversity + Inclusion = Better Decision Making At Work.” Forbes, 2017.
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