Gaining Perspective

Racial equity is imperative to ensure change in a world that is becoming more diverse. We all can lead with kindness and empathy when it comes to learning about the differences of others. We can’t continue to have conversations about racial equity that are not followed by actions that do more than level the playing field. C-suite executives are adding more DEI professionals to their leadership teams to drive internal changes. Organizations are promising upward mobility for Black and brown people. But they still do not see much representation. My guest today is Dana Wilson, and her goal is to enhance the visibility of financial professionals of color and break down barriers for Black and brown consumers around the country who have established wealth for their families or are looking to build it.

Show Notes

Racial equity is imperative to ensure change in a world that is becoming more diverse. We all can lead with kindness and empathy when it comes to learning about the differences of others. We can’t continue to have conversations about racial equity that are not followed by actions that do more than level the playing field. C-suite executives are adding more DEI professionals to their leadership teams to drive internal changes. Organizations are promising upward mobility for Black and brown people. But they still do not see much representation. My guest today is Dana Wilson, and her goal is to enhance the visibility of financial professionals of color and break down barriers for Black and brown consumers around the country who have established wealth for their families or are looking to build it.

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.