Cultural competency is the idea that one is aware of their and others’ cultures and can successfully apply this knowledge in working with others. This presentation covers what it means to be culturally competent and its associated advantages, understand why it matters, how to master cultural competencies, and how to apply culturally aware strategies to help them be more effective and have better relationships with diverse clients and communities.

This presentation brings together three topics at the forefront of contemporary financial planning conversations. We will discuss the state of diversity in the financial planning industry, the racial wealth gap, and the implications of serving diverse clients.

An inclusive workplace culture creates a safe working environment that attracts diverse candidates and clients, increases employee retention, and improves overall morale. This presentation will cover the importance of diversity, equity, and inclusion initiatives being led from the top and provide tangible steps that firm leaders can take to create and sustain these efforts, from creating a welcoming environment to leading practices for working with diverse clients and employees.