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According to recent research on the topic of diversity, equity and inclusion (DEI), while wealth managers value the abilities different types of people bring to the industry, the topic of DEI can be polarizing. For a DEI strategy to be successful, it must be well-defined, driven by leaders within the company and, critically, connected with business outcomes.
Industry experts discuss the research and particulars of this topic, including:
- The connection between a healthy workplace and commitment to DEI
- A framework for implementing DEI at the company level
- A case study: How one financial professional benefited from thoughtful organizational changes
This research-based event will not only help explain the 'why' behind DEI when it comes to creating a healthier workplace, but also strategies for the "how."
