Dec 18, 2018
In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to address equity within your organization, and the best way to accept critical love as we all work to be better and more inclusive of others in our career and in...
Dec 11, 2018
Lazetta Rainey Braxton, CFP®, and Kathleen Burns Kingsbury have a beautiful conversation in this episode on how to have honest conversations, make space for one another personally and professionally, and how to start conversations that make you uncomfortable - because, even if they’re uncomfortable, they’re always...
Nov 27, 2018
Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about...
Nov 13, 2018
How do you spend your privilege?
It’s a tough question to answer - and in this episode, Sonya Dreizler and Arlene Moss tackle it. As two white women, Sonya and Arlene have dedicated themselves to supporting diversity and inclusion conversations in the financial planning profession and beyond.
Oct 30, 2018
As the CEO and Publisher of Investment News, Suzanne Siracuse knew that highlighting inclusive initiatives was her responsibility as one of the leading publishers in the financial services industry. The publication has consistently used their platform to start conversations around D&I, and Suzanne offers advice to other...