It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
It's no secret the new generation of investors are focused on investing in their interests, such as ESG, and finding firms that represent those interests. One would assume the new generation of advisors are interested in the same ideas when looking for a job.
Join us as Trent and Sarah take a closer look with Stephanie Wemusa, Director of Equity and Inclusion from Mindbody at the advantages of a firm investing time and resources into diversifying their workplace. So far, we've learned it's not only a benefit when attracting new employees, it's a benefit to the bottom line.
- Article | Financial Advisory Firms Must Diversify to Solve Advisor Exodus
- Article | As Financial Advisor Shortage Looms, College Programs Look to Help Fill The Talent Gap
- Whitepaper | The Growing Impact of ESG on Global Investment Management
- Article | Amid Brutal War on Talent, These Hedge Funds are Recruiting Trainees As Young As 16
- Article | Why Diversity Matters in the World of Finance
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Director of Equity Diversity and Inclusivity | Mindbody
She has been a Talent Management life cycle and Optimization Consultant with more than 20 years' experience developing inclusive workplace practices to source, recruit, engage, and advance diverse employees. She is Adjunct Faculty in the Charles Davidson College of Engineering and an Instructor for UCSC Extension HR Management Certificate Program. Previous experience includes working in some of San Francisco Bay Area's signature organizations such as HP, Apple, eBay, Yahoo!, Juniper Networks, and Synopsys. She recently spent 2 years at TalVista on the HR Operations side of the business mitigating bias in the hiring process. Her experience includes a wide range of varied HR functions, from recruitment and talent management to leadership training, Diversity and Inclusion. A graduate of San Jose State University, Stephanie holds a Bachelor of Arts in Behavioral Science from San Jose State University and an MS in Human Resources Organization Development from University of San Francisco.
Host | SS&C Advent
Sarah is part of SS&C Advent's advisory marketing team, with her primary focus being the Black Diamond(r) Wealth Platform. Along with writing and managing sales enablement content, she also develops client communications, coordinates webinars, and portrays the value of integration through her work with complementary partner solutions. Sarah began her marketing career in financial services in 2009, holding roles at Atlantic Coast Bank and TIAA Bank before transitioning to financial technology in 2018 when she started with SS&C Advent. She holds a BBA in management with a minor in communications from the University of North Florida.
Host | SS&C Advent
Informally known as "The Voice of University," Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent's Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.