Kate HolmesIA 010: USA & Diversity with Jocelyn Wright, CFP®
IA 010: USA & Diversity with Jocelyn Wright, CFP®
Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off a week-long special on U.S. women in the profession. We discuss why diversity, equity and inclusion are so important in financial services and what we can all do to build a more diverse, equal and inclusive profession.
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Episode Notes
Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off a week-long special on U.S. women in the profession. We discuss why diversity, equity and inclusion are so important in financial services and what we can all do to build a more diverse, equal and inclusive profession.
You'll Learn
How the profession is working towards greater diversity
The differences between diversity, equity and inclusion and importance of all three
What you can do to increase diversity, equity and inclusion
The impact that mentors can have on professionals and why you should be one, at every stage of your career
About different business models and taking time to find the one that works best for you
Guest Bio
Jocelyn Wright is a CERTIFIED FINANCIAL PLANNER professional, founder of The Ascension Group and special adviser on gender diversity for the CFP Board Center for Financial Planning.
Resources and Terminology
Why Black Women Are Aging Alone article
CFP Board: The Center for Financial Planning website
A fun and delicious treat that Jocelyn enjoys:
Dark chocolate covered potato chips (crisps)
Connect with me on your favorite platform!