Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off a week-long special on U.S. women in the profession. We discuss why diversity, equity and inclusion are so important in financial services and what we can all do to build a more diverse, equal and inclusive profession.

You’ll Learn

How the profession is working towards greater diversity.
The differences between diversity, equity and inclusion and importance of all three.
What you can do to increase diversity, equity and inclusion.
The impact that mentors can have on professionals and why you should be one, at every stage of your career.
About different business models and taking time to find the one that works best for you.

Guest Bio Jocelyn Wright is a CERTIFIED FINANCIAL PLANNER professional, founder of The Ascension Group and special adviser on gender diversity for the CFP Board Center for Financial Planning.

Resources

IA 010: USA & Diversity with Jocelyn Wright, CFP® 44:52 Share

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IA 010: USA & Diversity with Jocelyn Wright, CFP®