As a solo firm owner not looking to hire, or a small/boutique firm who hires infrequently, it may seem that implementing DEI initiatives is difficult or near impossible, but there are strategies for implementing DEI initiatives at firms of all sizes. After attending this session, firm owners and employees of small/boutique firms will come away with actionable steps to implement a DEI policy, hire and retain a diverse staff or work with diverse vendors, and reach a wider audience of potential clients. The purpose of this talk is not to make the case for DEI, but to provide next steps for advisors who are committed to making a difference but aren’t sure where to start.
Danika Waddell, CFP®
Danika Waddell is a Certified Financial Planner and the founder of Xena Financial Planning. She holds the Registered Life Planner designation and is currently working towards a MS in Advanced Financial Planning with a focus on life planning at Golden Gate University. Waddell sits on NAPFA’s West Region Board of Directors and has previously served in various volunteer roles in both NAPFA and FPA. Waddell is passionate about making financial planning more accessible to people who have typically felt excluded by our profession. She loves helping clients feel empowered around their money and co-creating their most fulfilled lives. She was recognized as one of Investopedia’s Top 100 Advisors in 2022. In her spare time, Waddell loves to travel, spends as much time as possible in the mountains, and does her best to keep up with her two teen daughters, a frisky dog, and a couple of cats.