Gaining Perspective

Diversity among financial planners improved in 2021, but the profession still has work to do to ensure all investors have the tools and resources they need to achieve successful financial outcomes for their clients. In this episode, James Seth Thompson will discuss his role in promoting financial literacy and expanding opportunities for diverse investors through his recruitment efforts at Bernstein.

Show Notes

Diversity among financial planners improved in 2021, but the profession still has work to do to ensure all investors have the tools and resources they need to achieve successful financial outcomes for their clients. In this episode, James Seth Thompson will discuss his role in promoting financial literacy and expanding opportunities for diverse investors through his recruitment efforts at Bernstein.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.