2050 TrailBlazers Resources

 
 

Whitepaper: Addressing Identity and Culture to Improve Client Services and National Impact in the Financial Profession

It’s not a secret that identity and culture impact how people view the world - and finances are no different. By taking the time to understand the history of the racial wealth gap, and learning to practice financial empathy with their marginalized clients, financial planners are pursuing a level of growth that will serve to benefit the United States population as a whole. This is especially true as we near a time when the majority of the population will, as previously stated, be comprised of minority groups.

2050 TrailBlazers Presents: Your Guide to Allyship

Throughout the past several seasons of 2050 TrailBlazers, we’ve had the privilege of speaking with many experts about the importance of ally support, and how individuals can get involved in the DEI movement.

In this guide, we’ve rounded up our favorite podcast episodes and resources to help empower you to get started!

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2050 TrailBlazers’ Episode Guide

Are you ready to dive into 2050 TrailBlazers?

This guide can help you tune in to episodes that are tailored to the learning and exploration you want to do! Happy listening!

Ally Index: Four Ways to Level Up Your Allyship

At 2050 TrailBlazers, we receive many questions about how people can work to be better allies to individuals in minority communities. Whether you’re working to support Black, Indigenous, and People of Color (BIPOC), women, LGBTQ+ community members, or others in the financial planning profession and beyond - it can be tough to know where to begin.

This guide provides four easy ways to establish your allyship practice, organized with tips at three different levels to build upon what you have already done.