In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingham, encompassing client service, operations, strategic initiatives, and her focus on learning and development programs. She stresses the importance of experiential learning, intellectual humility, and the link between employee development and inclusion initiatives.

In a nutshell:

• Dyson talks about her community engagement and volunteer efforts, highlighting Buckingham's pro bono commitment and providing advice for authentic community involvement
• Buckingham’s equitable hiring practices, DEI Council, and Foundations for Belonging program, which is an experiential learning workshop that helps team members appreciate the differences in others, engage with their own unconscious bias and create a dialogue in order to nurture a more inclusive environment, are noteworthy
• Dyson’s background, including her education and career journey, can serve as an inspiration for all advisors, especially younger next generation leaders from underrepresented populations such as Dyson’s
• Resources like Advisors Give Back and the BLX Internship Program are mentioned (see previous NAPFA Nation podcast episodes to hear more about these meaningful programs) – in addition, Buckingham supports the Foundation for Financial Planning

Learn more about Buckingham Wealth Partners at www.BuckinghamWealthPartners.com.

Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org.

Jordan Dyson defined her career by building connections between initiatives, ideas, technologies, and people. With nearly a decade in financial services and a foundational skillset in organizational communication and development, she is pursuing a Master of Science in Learning & Organizational Change from Northwestern University while leading associate development for a national wealth management firm, Buckingham Wealth Partners. She has worked in various roles at Buckingham since February 2015 when she started as a Client Service Specialist. Over the years, she has progressed in leadership status, working her way through operational roles into strategic initiatives such as Chair of the Diversity, Equity and Inclusion Council and Manager of Associate Development.

She is also the Founder of understories, an experience design studio specializing in learning, development, and organizational change when she quantifies the qualitative, connecting the dots between behavior, mindset and business outcomes to drive organizational effectiveness through AI, virtual, and in-person experiences.

Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, they offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an Evidence-Driven Investing™ approach. For advisors, they offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Learn more at www.BuckinghamWealthPartners.com.