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In the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can attract the untapped market of new digital investors. She also shares some staggering statistics on why the financial advice industry is not drawing in top diverse talent and what her new FARE initiative is doing to change that.
In the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can attract the untapped market of new digital investors. She also shares some staggering statistics on why the financial advice industry is not drawing in top diverse talent and what her new FARE initiative is doing to change that.