Lead Like an Ally

Chia-Li Chien, director of the Financial Planning Program at Cal Lutheran, will interview Julie Kratz on “Lead Like an Ally” on Feb. 2 at 1 p.m. Human capital is not in any business’ balance sheet. Yet, human capital is the most important and valuable assets of any company. Financial planning professionals are leaders in their firms as well as leaders to their clients. In this session, we will discuss the following questions: How can financial planning professionals facilitate positive changes through leadership strategies? How can financial planning business owners attract and retain diverse talents and clients? How can financial planning professionals become inclusive leaders? What can financial planning professionals do to have an inclusive culture?

Registration is required by Feb. 1. Registrants will receive a confirmation email containing information about joining the meeting.

Register

Register by Feb. 1