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Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Consumers want to work with advisors like them! That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult. Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, …

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107 episodes