Over the past decade, there has been a seismic shift in the demographics of the advisor community. This change is partly attributable to the migration of advisors from wirehouses to independents and RIAs. But it also reflects of the increasing importance of women and minorities in the financial services business—both as clients and as industry executives. In this session, our experts will share some imaginative and successful approaches they have used to attract and retain diverse talent to their firms and discuss how they see the nature of business changing.
Moderator:
Rene Nourse – Urban Wealth Management
Speakers:
Renee Baker – Raymond James
Chantalle Couba – Cetera