The Flexible Advisor

The Flexible Advisor


Ep 58: Disrupting With Purpose — With Dana Wilson

July 23, 2021

Consumers want to work with advisors like them!  That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.  Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, … Continue reading Ep 58: Disrupting With Purpose — With Dana Wilson →