Culture & Community
5 Strategies to Advance Diversity, Equity, and Inclusion in the Workplace
Cultivating a diverse and inclusive organization is critical for firms looking to be innovative and transformative. But where do you start? It’s a journey, not a destination, and even incremental steps, made with intention, can go a long way toward meaningful progress.
Culture & Community
10.01.21Estimated Reading Time: 4 Minutes
Spotlight: How Advisor and Olympian Roy Janse Translates Goals into Success
Roy Janse, CFP®, AIF®, shares insights about how his lifelong history of athletic training and competition gives him the mindset to succeed as an advisor.
Culture & Community
07.21.21Estimated Reading Time: 7 Minutes
Valiant Women of Commonwealth: Getting Real with Jessica Blood
Advisor Jessica Blood, managing partner, PlanWise Financial Group, shares how she’s tapping into unexpected growth opportunities and connecting with clients more than ever.
Marketing & Practice Management
03.10.21Estimated Reading Time: 1 Minutes
Spotlight: Advisor Ka’Neda Bullock’s Master Plan
For advisor Ka’Neda Bullock, CFP®, MBA, AIF®, advocating for others comes naturally. Learn how she’s working to provide opportunities and change the conversation, one client at a time.
Culture & Community
02.25.21Estimated Reading Time: 12 Minutes
What Diversity, Equity, and Inclusion in the Workplace Really Means
What does it mean to be a diverse and inclusive organization? Diversity specialist Scarlett Abraham Clarke explains why an authentically inclusive culture matters for your staff and your clients.
Culture & Community01.18.21Estimated Reading Time: 6 Minutes
Reflections from the Massachusetts Conference for Women
Giovanna Zaffina and Anu Gaggar share insights gained from the 2020 Massachusetts Conference for Women.
Culture & Community
01.04.21Estimated Reading Time: 7 Minutes
