The financial industry is behind other industries in adopting DEI principles. With DEI becoming more of a priority, financial organizations are grappling with both history and the present within the DEI framework.

Jim Casselberry is CEO and Co-Founder at Known, LLC and has more than thirty years of experience in the financial advising and investment management industries. As part of our #MoneyMonday series, he joined the podcast to talk about diversity in the financial industry.