Diversity and Inclusion in the Advisory Profession

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About the Episode

According to a recent report by the consulting firm Cerulli and Associates, women make up only 16% of financial advisors – and that percentage is fairly consistent across all channels – brokers, banks and independent RIAs. Sheryl Garrett and I explore the issues around diversity and inclusion in the advisory profession. Why are there so few women and minorities in our profession? With an aging population of advisors due to retire in the next decade or two, what will the next generation of leadership among advisors look like? And what can be done to provide better career path options for women and minorities?

About our Guest

Sheryl Garrett is the founder of Garrett Planning Network, a network of fee-only, independent Registered Investment Advisors who provide services on an hourly basis. Sheryl has been recognized numerous times as one of the most influential people in our profession. Most notably, she was recognized by President Obama in a 2015 speech to the AARP in the context of the need to establish a fiduciary standard for advisors.

Show Notes

Here is a link to the web site of the Garrett Planning Network.

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