It’s estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
It’s no secret the new generation of investors are focused on investing in their interests, such as ESG, and finding firms that represent those interests. One would assume the new generation of advisors are interested in the same ideas when looking for a job.
Join us as Trent and Sarah take a closer look with Stephanie Wemusa, Director of Equity and Inclusion from Mindbody at the advantages of a firm investing time and resources into diversifying their workplace. So far, we’ve learned it’s not only a benefit when attracting new employees, it’s a benefit to the bottom line.
Get new episodes of Tech It Up automatically
