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In the News
Quad-A Conference Urges Women Advisors to Use Their Voices
Speakers at an industry conference emphasized self-advocacy, collaboration, and efforts to address underrepresentation, particularly among Black and women financial planners. Sheena Gray highlighted the importance of increasing diversity in the CFP® professional ranks, noting initiatives like scholarships and closer collaboration with CFP Board to grow representation.
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Financial PlanningTobias Salinger
June 25, 2026