Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms
Leslie Tabor discusses the four pillars that Charles Schwab is using to help RIAs build more diverse cultures.
How to Coach Your Clients Through Their Financial Fears
Sarah Carlson discusses what a near-fatal experience taught her about facing fears and being a better financial advisor.
CNBC’s Julia Boorstin on What Happens “When Women Lead”
When Women Lead author Julia Boorstin discusses why investing in diversity isn't just a good thing to do, it's good for business.
“Non-Obvious” Strategies for Going Beyond Diversity with Rohit Bhargava
Rohit Bhargava discusses the outcome of “the world’s most ambitious conversation about diversity” and non-obvious ways you can go beyond diversity in your organization.