Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity.
How can we draw more people of color into the financial industry? And how can we help investors find those who are already out there?
Today, Laura Gregg and David Partain welcome Dana Wilson, the CEO and founder of CHIP Professionals (Changing How Investors and Advisors Prosper). Dana explains what’s behind this new tool and how it is different from anything currently in the financial advisory industry.
In this episode, you will learn:
- Challenges of being a person of color in the primarily white financial advisory industry
- Which missing pieces Dana is working to solve for investors and advisors
- Financial misconceptions around underrepresented communities
- How CHIP bridges the gap between investors and advisors of color
- And more!
Listen now to learn how CHIP is championing communities of color within the financial advisory industry!