HOW A MULTIFAMILY OFFICE IS CREATING A DIVERSE TALENT PIPELINE

“This is my second year at [CFP Board Center for Financial Planning’s Virtual Diversity Career Fair]. And honestly, as a recruiter, it is sort of like my Super Bowl for financial planners every year," said Kevin Lipperman of Ballentine Partners, LLC. "There are many ways that wealth management companies of all sizes can build a diverse talent pipeline."

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