S02 EP04: How Media Outlets Can Use Their Platform to Take on Diversity & Inclusion

As the CEO and Publisher of Investment News, Suzanne Siracuse knew that highlighting inclusive initiatives was her responsibility as one of the leading publishers in the financial services industry. The publication has consistently used their platform to start conversations around D&I, and Suzanne offers advice to other media outlets who want to do the same.

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S02 EP02: Trailblazing with Inclusivity at the Corporate Level

S02 EP02: Trailblazing with Inclusivity at the Corporate Level

In continuing our conversation around allyship, I’m sitting down with Tom Nally from TD Ameritrade and Ed Gjertsen II, representing FPA, this week. We’re discussing how to build inclusivity into the foundation of your business’s structure, and what actionable steps you can take to get started when you’re just not sure where to begin.

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S02 EP01: Exploring the Practice of Dynamic Allyship

When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people with privileged identities reached out to us asking about how they could start being an ally, or how they could become a better ally. So many conversations started with, “I’m here, I’m listening, and I want to help.” That’s why, this season, we’re taking some time to focus on allyship.

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S02 EP00: Welcome to Season 2

S02 EP00: Welcome to Season 2

Rianka is back with Season 2 of the 2050 TrailBlazers Podcast! We’re all so excited to be here for another fantastic season, and we have some incredible content in store for you. But before we dive into a full season of actionable content that’s sparking conversation, we need to go back and recap the information we covered in Season 1.

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Ep 009: How to Build an Inclusive Hiring Process in the Financial Planning World

Ep 009: How to Build an Inclusive Hiring Process in the Financial Planning World

Season One’s final episode of 2050 TrailBlazers was so good we had to break it into a Part 2! HR pro, Katie Augsburger, is breaking open the hiring process dilemma. She’s empowering all of us in the financial planning profession to tap top talent, retain them, and find authentic ways to increase and diversify your network.

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Ep 008: How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession

Ep 008: How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession

In this episode of 2050 TrailBlazers, we’re giving you the tools YOU need to implement inclusion and diversity initiatives in YOUR organization. We’re reviewing a wide range of topics we’ve covered so far this season, and how you can start to move the needle, make a change, and blaze trails of your own.

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Ep 007: Embracing Your Identity in the Financial Planning Profession

Ep 007: Embracing Your Identity in the Financial Planning Profession

When Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think his application would be selected out of the sea of other qualified applicants. However, when he realized his application was accepted, he realized the importance of his new spokesman role held.

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Ep 006: How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term

Ep 006: How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term

Phuong Luong believes that “diversity” is a catch-all word. She’s not wrong. Diversity movements tend to blanket the advancement of minority genders, ethnicities, and promote all forms of inclusion. If we’re going to move the needle forward and actually make an impact, we have to get comfortable with uncomfortable conversations and situations.

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Ep 005: How to be Your Bold, Authentic Self in the World of Financial Planning

Ep 005: How to be Your Bold, Authentic Self in the World of Financial Planning

Angela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believes that being herself, committing to her community, and following her passion allows her to empower other women of color to pursue their calling - in this profession, and across all industries.

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Ep 004: How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation

Ep 004: How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation

Dr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial Planning in the profession, he has dedicated his life to making financial planning more accessible and to diversity research.

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Ep 003: The Journey Behind Establishing a CFP Board Program

Ep 003: The Journey Behind Establishing a CFP Board Program

If all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers to better herself, this industry, and the lives of her students. She has recently established the CFP program at Delaware State University, and founded her own financial planning firm.

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Ep 002: Promoting Diversity and Creating Intentional Career Paths in Financial Planning

Ep 002: Promoting Diversity and Creating Intentional Career Paths in Financial Planning

Lazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a true trailblazer in the financial planning industry - and she’s here this week to discuss how to grow yourself, foster diversity and visibility, and spark change in our profession.

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Ep 001: Attracting Diverse Talent and Growing the Financial Planning Profession

Ep 001: Attracting Diverse Talent and Growing the Financial Planning Profession

Cy Richardson knows that the financial planning sector isn’t the only industry seeking young, talented professionals. But he also knows that financial planning offers an outlet for people who genuinely want to do good and touch the lives of others.

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Ep 000: Welcome to 2050 Trailblazers

Ep 000: Welcome to 2050 Trailblazers

A recent study has shown that by the year 2050, the majority of the United States population will be comprised of minority groups. This country is a big, beautiful melting pot - but the financial planning industry isn’t a very good reflection of our rich and diverse population.

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