Inclusive Wealth Management: Best Practices

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52:04

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01 - Introduction

01 - Inclusivity in financial services.mp4

01:19

02 - Course disclaimer.mp4

02:18

02 - 1. Foundations of Financial Equity

01 - Understanding your own perspective.mp4

03:10

02 - Ethics in financial advisory.mp4

03:11

03 - Stay updated on evolving regulations.mp4

02:31

03 - 2. Understanding Client Diversity

01 - Assess financial needs across clients.mp4

02:40

02 - Decision-making with behavioral finance.mp4

02:40

04 - 3. Integrating Inclusivity Into Your Financial Practice

01 - Inclusivity during the hiring process.mp4

03:06

02 - Inclusive sales and marketing tactics.mp4

02:59

03 - Choose appropriate fee models.mp4

03:01

05 - 4. Building Inclusive Client Relationships

01 - Trust through effective communication.mp4

02:52

02 - Personalize the client experience.mp4

02:37

06 - 5. Inclusive Financial Planning Strategies

01 - Customize financial plans.mp4

02:42

02 - Individualize implementation strategies.mp4

03:06

07 - 6. Investment Strategies for Diverse Portfolios

01 - Evaluate your clients risk tolerance.mp4

02:38

02 - Socially responsible investment options.mp4

02:32

08 - 7. Advanced Financial Planning

01 - Create customized insurance plans.mp4

02:48

02 - Develop estate plans for diverse needs.mp4

02:18

03 - Support clients with charitable giving.mp4

02:11

09 - Conclusion

01 - Integrating inclusive wealth management.mp4

01:25

Description

Navigate inclusive financial planning with Allie Beckmann, RFA, who blends social justice insight with financial expertise. Discover how to build a financial services practice that emphasizes inclusivity and equity. Learn how to navigate financial equity and understanding diverse client needs. By the end of this course, you'll be able to provide actionable insights for offering financial solutions that respect and meet the unique needs of all clients.

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