The Search for an Advisor Like Me

Posted by Laura Gregg on May 26, 2020 8:00:00 AM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

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Tags: Advisor Teams and Diversity Research

#1: Inherent Value of Diversity

Posted by Laura Gregg on May 20, 2020 8:00:00 AM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

The coming demographic shift

The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth. 

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Tags: Advisor Teams and Diversity Research