Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off a week-long special on U.S. women in the profession. We discuss why diversity, equity and inclusion are so important in financial services and what we can all do to build a more diverse, equal and inclusive profession.

You'll Learn

• How the profession is working towards greater diversity.
• The differences between diversity, equity and inclusion and importance of all three.
• What you can do to increase diversity, equity and inclusion.
• The impact that mentors can have on professionals and why you should be one, at every stage of your career.
• About different business models and taking time to find the one that works best for you.

Guest Bio Jocelyn Wright is a CERTIFIED FINANCIAL PLANNER professional, founder of The Ascension Group and special adviser on gender diversity for the CFP Board Center for Financial Planning.

Resources

• Jocelyn's LinkedIn
• The Ascension Group website
• Why Black Women Are Aging Alone article
• CFP Board: The Center for Financial Planning website