WHY 'KEEPING IT REAL' IS POWERFUL DEI ADVICE FOR WEALTH MANAGEMENT

Proving your DEI effort is authentic and not just for appearances is key, says Dawn Harris, Director of Diversity & Inclusion at CFP Board Center for Financial Planning. "In order to serve the U.S. population, we need to represent the population from all aspects. Not just by race, ethnicity, gender, age, neurodiversity, but the intersectionality of all of that," she explains.

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