Mike Kelly had a long and successful career in corporate America and, with a love for helping people, first entered financial services as a side hustle. Quickly dismayed by the focus on selling, he left.

But having seen and experienced systemic racism in financial services since childhood and knowing how few people of color are in financial services, and even fewer that are CFP professionals, Mike returned to be a role model to others and to create a business that serves people from all walks of life.

In this episode, Mike shares some of the history of racism in financial services, including how insurance companies used bad science to discriminate, and shares a number of things we can all do to increase diversity, equity and inclusion within financial services and for the benefit of all.

Mike also shares the importance of having a personal mission statement and a few of his favorite quotes which have stuck with me.

Links, timestamps and full transcript at https://innovatingadvice.com/post/episode48.

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From Corporate America to #CFPpro Challenging Our Thinking on Race and Gender Inclusion with Mike Kelly [Ep48] 45:50 Share

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From Corporate America to #CFPpro Challenging Our Thinking on Race and Gender Inclusion with Mike Kelly [Ep48]