Category Archives: Diversity

The Biggest Challenge for Advisors Today: Differentiation

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What is perhaps the biggest challenge advisors are facing with marketing in 2021?

In the cluttered and fiercely competitive advisory industry, it’s standing out from the crowd.

The biggest problem for solo advisors is not technology, nor is it even an economy of scale problem. It is a very big, very real differentiation problem. Today, there is very little to differentiate advisors from one another. 

It wasn’t long ago that offering comprehensive financial planning was a differentiator.

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Tremecca Doss: TV Attorney Talks Sports, Inclusion, and Success

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In today’s episode, listen to “TV Attorney” Tremecca Doss as she shares her insight on appearing as a legal analyst for a number of TV programs, working with C-Suite leaders and pro sports organizations, and fighting for further diversity and inclusion in the workplace.

Tremecca talks about how she started her career through a mix of sports, law, and public appearances. She also describes what it’s like working as a woman of color in male-dominated fields,

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Johanna Zeilstra: Working to Focus Presidential Debates On Women’s Issues

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Among 700 questions asked in more than 20 primary debates, only 6 were on women’s issues that were not related to abortion or Planned Parenthood.

As there are many more that merit the attention of our presidential candidates, listen in as Johanna Zeilstra, established business strategist and Global Ambassador for the SmartWomen Project, talks about co-founding The Women’s Debate (womensdebate.org), a nonpartisan group curating critical questions on women’s issues to be posed to presidential candidates.

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Janet Salazar: UN Representative Shares a Real Solution for Diversity

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While the world has seen many women stake their claims as leaders, there is still a gap between genders in terms of leadership. In today’s episode, Janet Salazar, human potential activist and Permanent Representative to the United Nations, talks about a solution to bridge the gap and create real change. She discusses her innovative dialogue series, Conversations with Men™, a pioneering and groundbreaking executive forum with the mission of engaging men in leadership roles to accelerate women’s leadership at the top,

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Maura Cunningham: Inspiring Young Girls To Rock Wall Street

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Financial planning is key to a successful future. However, a lot of women believe that working with numbers may be too challenging for them, when the reverse is actually true. Thankfully, there are organizations like Rock The Street, Wall Street that aim to show young girls and women just how fun finance can be.

In today’s episode, listen in to learn how Maura Cunningham, founder of Rock The Street, Wall Street,

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