Subscribe

Have the conversation

plant-held-by-many-people's-hands-ESG

As the industry tackles diversity, conversation becomes a challenge. But, inclusion requires including everyone who wants to do good and letting them ask the questions that matter.

Conversation is a lost art, and that gap in our collective skill set has created pain points across every aspect of our lives. 

In our personal lives, the temptation to sweep uncomfortable topics under the rug rather than engage might make for a less volatile dinner, but if I’ve learned nothing else from having the kids around ALL THE TIME, it’s that having hard conversations is better than not.  

And professionally, it’s no different. The financial advice industry built itself on conversation and listening. Every successful adviser talks about not just storming into a meeting and pushing your product, but rather taking the time to hear what the client’s situation is and understanding their story. That only comes from conversation.  

But as the industry tackles diversity, conversation becomes a challenge. Conversation, though, can help. I witnessed it earlier this week. During an excellent meeting of IN editorial advisers, two new members mentioned the opportunity and need for IN to continue to provide a voice for the value of diversity in the profession. Their insights and ideas were invaluable.  

Then a self-described “seasoned” professional asked the question: “How can I help?” It started an incredible conversation. They both cited the value of asking the question and helping one another. Plus, they spoke of the need to avoid persecution or exclusion of any group.  

Inclusion requires including everyone who wants to do good and letting them ask the questions that matter. 

This all came from conversation. So let’s keep talking.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Succession planning is essential

Advisers that put off planning for the future leave themselves open to unnecessary risks when they should be relishing the fruits of their labor.

RIAs’ growth opportunity expands

The RIA industry has witnessed incredible growth in the past decade, but custodians, too, are looking to cash in on recent trends, like increased client access to alternative assets and digital currencies.

Retirement security answers take teamwork

A recent report by Natixis speaks to areas that can be addressed to improve U.S. retirement security, and there’s plenty of evidence about what needs to be done.

A new brand day

An exciting day in the evolution of InvestmentNews took place this week with the new brand launch of our reorganized parent company Bonhill Group.

Research twice, act once

We have all been told at some point in our lives to measure twice and cut once. Our annual custodian study generated the unique, and precise, data that you have come to expect from InvestmentNews Research.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print