First Friday Feedback: July 2020

In this month’s episode of First Friday Feedback, Phil unpacks two timely questions submitted by subscribers of our sister podcasts.  Listen in as he shares three recommendations for staying engaged with clients and centers of influence in today’s world. Then in conclusion, Phil outlines four steps forward to impart real change to the diversification challenge within the wealth management industry. This episode is full of relevant insight; don’t miss it!

Resources:

Lisa Shidler. “How an RIA's tweets pointed out the obvious--the lack of diversity in the mostly white RIA industry - and opened the door to a dialogue on creating more minority opportunity.” RIABiz, 24 June 2020: https://bit.ly/31VS5eI

Please send comments, questions, and feedback to: [email protected]

Please send First Friday Feedback submissions to: [email protected]