Women make up less than 23% of certified financial planners and less than 4% are people of color.
In this webinar, Chia-Li Chien, Ph.D., CFP, PMP, will interview Daralee Barbera on steps to help the diversity effort for the financial planning profession, discuss why there is a need to have a diverse environment, whether clients are demanding a diverse practice, and ways to enhance your practice.
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This is a webinar you won't want to miss!
Daralee Barbera is a professor, professional business coach, consultant, speaker, and author who holds a doctorate of education in leadership and organizational change from the University of Southern California, is president of Diversified Professional Coaching, is the former executive vice president of Business Development and vice president of Strategic Initiatives at GAMA International, and retired managing principal at Waddell & Reed where she spent 34 years. Publications include Women Matter: The Why and How of Gender Diversity in Financial Services; What You Can Do...When You Can't: Twenty-One Days To Personal Success; and dissertation “Financial Literacy for Women and the Role of Financial Education: An Exploratory Study of Promising Practices.”