• Bridging the Diversity Gap in Financial Services

  • Nov 5 2024
  • Length: 41 mins
  • Podcast

Bridging the Diversity Gap in Financial Services

  • Summary

  • In this episode, we are joined by Suzanne Lawrence, CEO of Advisor Business Solutions. Suzanne shares her passion for increasing diversity in all aspects of business, and helping women and people of color find jobs. She also partnered with BLX to manage the program and help connect Black and Latinx college students and career changers with fee-only and fee-based financial planning firms.

    The BLX Internship Program would not have been possible without her generous time and her team. Listen to learn how we make an impact in an industry that everyone is passionate about!

    Notes:

    In this episode, Shawn, Luis and Suzanne talk about:


    • Current trends and driving factors impacting today’s RIA firms
    • How the robust BLX matching process connects firms and ideal candidates
    • The benefits of using BLX even if a firm has an established internal internship program
    • How firms can widen their pool of candidates to meet their talent needs


    And more……..


    Resources:

    • Website: https://advisorbusinesssolutions.com/
    • ABS LinkedIn: https://www.linkedin.com/company/advisor-business-solutions/
    • Suzanne’s LinkedIn: https://www.linkedin.com/in/suzanne-patrick-lawrence/

    Episode Sponsor:

    This episode is sponsored by Advisor Business Solutions, specializing in providing HR recruitment and succession planning solutions for independent financial services firms throughout the US. Their team focuses on guiding financial practices, primarily looking to hire C suite executives, licensed support staff and interns while building a diverse team, ABS is passionate about advising financial practice on shifting cultural hiring dynamics with retention in mind and coaching women in career transition and people of color seeking opportunities to access next level industry jobs. For more information and to connect with the team at Advisor Business Solutions, please visit advisorbusinesssolutions.com


    Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.

    It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!

    Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org

    Show More Show Less

What listeners say about Bridging the Diversity Gap in Financial Services

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.