Diversity in Practice: Hiring and Building the Future of the Profession

Diversity in Practice: Hiring and Building the Future of the Profession

Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important!

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Creating an Intentionally Equitable Hiring Process

Creating an Intentionally Equitable Hiring Process

Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about to give listeners some amazing, actionable tips to start implementing better hiring practices today, and other ways financial planning firms can start to pursue inclusivity.

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Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color

Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color

As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests for coaching and mentorship. I’ve noticed that over the years I receive a lot of similar questions. That’s where the inspiration for this mailbag-style episode came from!

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Being a Champion of Money & Culture as a South American Immigrant

Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™, and has found that education and sports have given her a voice as a woman of color. She’s fascinated by helping her clients as a financial advisor, because she knows that there’s a knowledge gap, and the confidence gap, in minority groups when it comes to their money. Her work has focused on bringing positive change to underserved populations, and to spread financial knowledge in a fiduciary capacity.

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Money in the Asian American Culture

This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fantastic job of offering both her personal experiences, getting vulnerable in her conversation, and providing well-researched information about the Asian American culture as a whole.

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Understanding the Intersection of Money & Culture

In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never just about the money. Working with clients on their personal finances can be challenging, and it will be even more challenging if we don’t look to approach our diverse client base with curiosity, openness, and the ultimate goal of helping them find their best financial life.

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S02 EP08: Diversity, Equity & Inclusion: Moving From Why to How


In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to address equity within your organization, and the best way to accept critical love as we all work to be better and more inclusive of others in our career and in life.

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S02 EP06: LGBTQ Inclusion in the Financial Planning Profession

Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about LGBTQ inclusivity as an ally.

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S02 EP03: Opening Up the Conversation: Empower & Retain Women in Workforce

As we continue to build the dialogue around diversity, equity, and inclusion, it was very timely to be able to sit down with Mark Berg, CFP®, and Mark Johannessen, CFP®, AIF®, who participated in the FPA 2018 Annual Conference panel, Winning the Fight for the Female Talent: How Firms Can Gain an Edge.”

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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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S01 EP09: How to Build an Inclusive Hiring Process in the Financial Planning World

S01 EP09: 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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S01 EP08: How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession

S01 EP08: 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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S01 EP06: How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term

S01 EP06: 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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S01 EP01: Attracting Diverse Talent and Growing the Financial Planning Profession

S01 EP01: 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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