Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms

Between Now and Success

English - April 03, 2023 21:15 - 1 hour - 40 MB - ★★★★★ - 104 ratings
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Guest: Leslie Y. Tabor, Director of Business Consulting and Education at Charles Schwab Advisor Services.

In a Nutshell: Most successful RIA leaders have been very intentional about hiring top talent in this competitive jobs market. But the best of the best are now being just as intentional about diversifying their talent to create a more dynamic culture capable of delivering more value to clients.

Leslie Tabor explains how Charles Schwab is helping RIAs build diverse cultures based on four pillars:

Cultivating an inclusive workplace culture. Attracting, developing. and retaining a diverse workforce. Serving the needs of a diverse marketplace. Supporting diverse communities.