))
Ep. 19: How Diversity Enhances Financial Services
Manage episode 445287217 series 3564795
Konten disediakan oleh The American College of Financial Services. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The American College of Financial Services atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Host Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte, MBA, CFP® and Vanessa Martinez – for a celebration of Hispanic Heritage Month and a conversation about how their event brings financial professionals from the Latino community together. They also discuss how cultural norms and understanding can be used to bridge divides between advisors and clients.
Find all episodes at TheAmericanCollege.edu/Shares.
20 episode
Bagikan
