report by BlackRock
Results for ""
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Human Capital
Fostering a diverse and inclusive culture
This piece is approved to use with clients.
Diversity and inclusion in the workplace is an important component to the success of your firm. In this episode, we’ll discuss ways to openly approach diversity and inclusion in the workplace with a desire to improve and understand.
Fellicia Foster is the U.S. Head of Diversity & Inclusion for BMO. Fellicia discusses how a diverse, inclusive culture can lead to tangible benefits for your practice, including higher performance from your team and a better understanding of your customers.
Philanthropy
IiO Charitable Champions: Recognizing Financial Advisory Firms That Give Back
Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.
Philanthropy
Creating a lasting impact through financial education and mentorship
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.
Human Capital
Developing the next generation of financial advisors
It’s no secret that the advisor workforce is aging, and the old ways of recruiting and retaining advisors haven’t been sufficient in meeting demand for new talent in the industry. Some firms have turned to new, unique ways of advisor development and are seeing successful outcomes for their business.
Philanthropy
3 Ways to Incorporate Philanthropy into a Conference
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, offering an immersive experience along with important information.
Philanthropy
Five Reasons to Share Your Story with Invest in Others
Share your story as a nominee for the Invest in Others Awards. You’ll inspire others and, believe it or not, yourself.
Philanthropy
How Charitable is the Financial Industry?
Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.
Philanthropy
Micro-Finance Philanthropy and Financial Advisors
If you’re looking for new and exciting ways to engage in philanthropic causes, there are some worthwhile opportunities to review in the specialized world of micro-financing.
Philanthropy
Why It’s Important for Financial Services to Give Back
We can all agree that it’s important to give back to your community. Financial services executives tell us why the individuals and firms in this industry are poised to help.
Philanthropy
Incorporating Goodwill: Five Ways To Pay It Forward
If you’re thinking about a corporate philanthropy program at your company, luckily, some of the best ways to give back in your professional life are actually right in front of you.