The Diversity Elevates Initiative offers guidance for the advisor community, from the forward looking perspective that racial and ethnic diversity is imperative to advancing the financial advice profession. The Initiative offers both educational resources and an ongoing forum of advisors to learn from each other, to help the advisor community continually enhance their understanding of the barriers of entry and cultural barriers that exist in order to create a business that will thrive to meet the expectations of a diverse marketplace. 

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Building Trust Within Diverse Teams Webinar

Today’s organizations face a dynamic and challenging competitive landscape. The ability to attract, engage, and retain employees have become crucial to an organization’s success. Studies have shown that high-performing teams are the foundation for creating competitive advantage. Recognizing the underlying individual differences and perspectives can help build teams that are able to overcome dysfunctional barriers and ensure performance. Tune into this session to learn some best practices for building a trusting relationship with employees and clients.

February 10, 2021 | 3:30 - 4:30 p.m. ET | 1 CE credit     

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Activating Professional Communities to Narrow the Equity Gap Caused by COVID-19

June 17, 2021 | 2:00 - 3:00 p.m. ET
Speakers: Karen Heath-Wade, CIMA^®, Senior Vice President, Global Head Client Strategy & Service, American Century Investments 
Ronald Reeves, CAIA, Chief Diversity Officer, Human Resources, American                                                                                                     International Group, Inc. 
                                                                                Desiree Maldonado, CIMA^®, CPWA^®, CFP^®, Financial Advisor, Popular Securities, LLC
 
All the research points toward the much-widened gap for women and minority groups in 2021 that is a direct outcome of COVID-19. There are fewer women and minority groups in the workplace and the pay equity has now broadened beyond our pre-COVID efforts, but what can we do about that? We know that differences make us better and deliver superior performance for the financial industry and clients. We must recruit, retain, and advance individuals who reflect our diverse world. Professional communities can play a role in developing diverse talent and leveling the playing field. Activating the mission-based community along with industry initiatives, a powerful REAL framework emerges: Recruit: Attract and retain strong talent, Engage: Get involved and contribute, Advance: Develop the next generation of leaders, Lead: Set the example that diversity and inclusion are critical to business growth and have sustainability 

Diversity & Inclusion Week

Spend the week obtaining advice and new strategies from our network of experts in the field. Help expand your horizons when it comes to the diverse needs of investors across the spectrum and take back ideas to your own business. Throughout the week we will be featuring a variety of diversity, equity, and inclusion programs to help you stay plugged into the evolving needs of more inclusive advising. Through different learning channels, we will be bringing you podcast, blogs, courses, events, and forums to interact and engage in too. Won’t you join us? 

June 14-20, 2021