The Flexible Advisor

The Flexible Advisor


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

June 16, 2020

 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, … Continue reading Ep 23: Connecting People to Advisors of Color – With Dana Wilson →