WHY THESE AAPI ADVISORS ARE WORKING TOWARD BETTER VISIBILITY

"I think all too often we focus on being diverse, but if we focus on inclusion, by integrating people and focusing on inclusion, we will actually become diverse," shared CFP Board Director Marguerita (Rita) Cheng, CFP® at CFP Board Center for Financial Planning's Diversity Summit. There is a vital need to go beyond DEI initiatives by amplifying AAPI voices, challenging stereotypes and fostering inclusivity in the financial planning profession.

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