A Welcoming Workplace: Incorporating DEI at Your Firm-Session recording

Video Transcription

Video Summary

In this video, the panelists discuss their work in the field of diversity, equity, and inclusion (DEI). Chloe Moore, founder of Financial Staples, focuses on serving underrepresented groups such as women, people of color, and LGBTQ clients in the tech industry. Mike Walther, founder and president of Oak Wealth Advisors, specializes in special needs financial planning. Jordan Dyson, manager of associate development and chair of the DEI council at Buckingham Wealth Partners, discusses their efforts in fostering a more inclusive culture within their firm through associate resource groups (ARGs). The panelists also share their advice for those looking to get started in the DEI space. Chloe highlights the importance of diversity in clients, staff, and service providers, while Mike emphasizes the power of storytelling and finding a niche. Jordan stresses the significance of active recruiting and reaching out to underrepresented groups. Overall, the panelists underscore the need for firm-wide education, collaboration, and continuous improvement in DEI efforts.

Keywords

diversity

equity

inclusion

underrepresented groups

special needs financial planning

inclusive culture

associate resource groups

power of storytelling

active recruiting