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, … <a class="btn btn-default" href="https://theflexibleadvisor.blubrry.net/2021/07/23/ep-58-disrupting-with-purpose-with-dana-wilson/"> Read More Read More</a>

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, … Read More Read More

Consumers want to work with advisors like them!&nbsp; That’s according to FlexShares’ most recent DE&amp;I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.&nbsp; Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, … <a href="https://theflexibleadvisor.blubrry.net/2021/07/23/ep-58-disrupting-with-purpose-with-dana-wilson/" rel="noopener noreferrer"> Read More Read More</a>

Ep 58: Disrupting With Purpose — With Dana Wilson

Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.   Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.  We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.  Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.  Visit our website to learn more: https://ntam.northerntrust.com/

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients. We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment. Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well. Visit our website to learn more: https://ntam.northerntrust.com/

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Ep 58: Disrupting With Purpose — With Dana Wilson

Ep 58: Disrupting With Purpose — With Dana Wilson