Serving Multicultural Clients
Gaining Perspective
English - February 23, 2022 12:00 - 26 minutes - 48.4 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Diversity among financial planners improved in 2021, but the profession still has work to do to ensure all investors have the tools and resources they need to achieve successful financial outcomes for their clients. In this episode, James Seth Thompson will discuss his role in promoting financial literacy and expanding opportunities for diverse investors through his recruitment efforts at Bernstein.