Ep 23: Connecting People to Advisors of Color – With Dana Wilson

The Flexible Advisor
16/06/2020 27 min
Ep 23: Connecting People to Advisors of Color – With Dana Wilson

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Episode Synopsis

 Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity.  How can we draw more people of color into the financial industry? And how can we help investors find those who are already out there? Today, Laura Gregg and David Partain welcome Dana Wilson, …

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