In this episode, we are joined by Sherri Trombley and Dr. Peter Fisher. Sherri is a Director at Schwab in Business Consulting and Education and Dr. Fisher is a founding partner and CEO of Human Investing. Tune in to learn the amazing things they are both doing to increase racial diversity, close the gender gap, and create fulfilling career tracks for the next generation of talent.

Notes:

In this episode, Shawn, Luis, Sherri & Dr. Fisher talk about:

• How firms can cultivate the next generation of talent
• The RIA Talent Advantage(r) Student Scholarship
• The importance of cultivating the next generation of clients
• Results from Schwab’s RIA benchmark study

And more……..

Resources:

• Get the book: Becoming a 401(k) Millionaire
• RIA Talent Advantage® Student Scholarship
• Visit the Human Investing $1 Million Endowment
• Schwab Impact 2024
• Connect with Peter Fisher on LinkedIn
• Connect with Sherri Trombley on LinkedIn

Episode Sponsor:

This episode is brought to you by Schwab Advisor Services, in partnership with the Charles Schwab Foundation, which has been supporting firms for over 30 years. They focus on a client-first mentality and offer a perfect blend of personalization and technology. Through their University Grant Program, they have provided over $25 million in funding to universities and institutions since 2007. The goal is to support universities and organizations that can benefit from Schwab's involvement while developing high-quality talent for independent advisors to hire. For more information, visit schwab.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