‘Everything gets better’ in the advice industry when diversity and inclusion (D&I) principles are actively embraced and more care is taken with recruitment processes, experts say.
Speaking at NextGen Planners' Supernova 2023 conference on Friday (16 June), panellists discussing D&I agreed the benefits are clear to see and the future of the industry reliant on a more open approach to recruitment. "If you are in a room of clients and you look a bit different but you are your authentic self, it can be good to stand out," NextGen Planners co-founder and head of innovation Rohan Sivajoti said. "People buy people - they buy what is on the inside." Magenta Financial Planning managing director and Certified financial planner Gretchen Betts said the success and future o...
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