Panel Discussion – Using DEI Principles to Enhance Your Client Service and Grow Your Practice-Slide handout

Slide handout

Pdf Summary

The document appears to be an outline for a session on using Diversity, Equity, and Inclusion (DEI) principles to improve client service and grow financial advisory practices. The session is designed by Maha Gannavaram, Mike Walther, and Michelle Wilson. It aims to educate participants about the economic benefits of integrating DEI principles into marketing efforts, improving communication with both team members and clients, and utilizing resources such as NAPFA to enhance client service and knowledge of DEI principles.<br /><br />Key learning objectives outlined include understanding the value DEI brings, improving communication skills, and utilizing industry resources to foster growth and client satisfaction. The document presents a series of questions aimed at exploring the personal and professional affiliations of attendees with DEI, illustrating how DEI principles manifest in client interactions and internal hiring processes. <br /><br />Specific questions focus on personal backgrounds and their influence on DEI interests, the meaning of DEI principles to the individuals, strategies for communicating understanding and alignment with client values, and methods to attract diverse candidates during the hiring process. Economic benefits, effective communication across different backgrounds, integration of DEI principles within organizations, and utilization of professional DEI resources are also explored.<br /><br />Finally, contact information for the session leaders is provided, inviting further discussion or inquiries into their respective practices and DEI strategies. Overall, the document highlights how incorporating DEI can positively impact client relations and business growth in financial advisory settings.

Keywords

Diversity

Equity

Inclusion

Client Service

Financial Advisory

Economic Benefits

Communication Skills

Hiring Diversity

DEI Resources

Business Growth