How to Be an Ally Resources

Posted on March 27, 2018 in Board of Directors, Diversity, innovation, Service Leadership.

I was honored to be asked to present a webinar for XY Planning Network titled How to Promote Diversity within Your Organization. XY Planning Network is the leading organization of fee-only financial advisors who are dedicated to serving the needs of Generation X and Generation Y clients. At the end of the webinar, I was […]