Episode 14: Doing well by doing good - Building a practice by working with underserved communities
Jul 23, 2021 ·
41m
Within financial services, minority populations are often overlooked. But with a total buying power of about $4 trillion, making the effort to understand and reach out to these communities can...
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Within financial services, minority populations are often overlooked. But with a total buying power of about $4 trillion, making the effort to understand and reach out to these communities can be lucrative and help bolster a financial professional’s practice.
In this episode, Carlos Vides from Prevail Wealth Innovative Strategies and James Cowan, Ohio National’s Diversity, Equity and Inclusion Strategy Lead, offer practical tips to help financial professionals start conversations and build relationships with underserved communities, including information about how Ohio National helps support these efforts.
show less
In this episode, Carlos Vides from Prevail Wealth Innovative Strategies and James Cowan, Ohio National’s Diversity, Equity and Inclusion Strategy Lead, offer practical tips to help financial professionals start conversations and build relationships with underserved communities, including information about how Ohio National helps support these efforts.
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