The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years.
In this episode, Laura Gregg and David Partain are joined by Connie Lindsey, the executive vice president and head of corporate social responsibility and global diversity, equity, and inclusion for Northern Trust. In this must-listen conversation, Connie talks about the importance of better educating people on the important difference between equality and equity and what leaders can do to provide support and drive change.
She comments on the statistics from a recent study on investor and advisor views on building diverse wealth management teams.
In this episode, you will learn:
- Actions for leaders to support employees and clients
- The critical difference between equality and equity
- The importance of shared experiences between advisors and clients
- How to be an ally to the Black community
- And more!
Listen now to learn how you can promote inclusion, diversity, and equity in your daily life and firm.