Wealth Adviser Pioneer Wealth Management Group Austin, Texas
“This topic is a mountain and you have to chip away at it,” said Daphne Jordan, wealth adviser with Pioneer Wealth Management Group, describing the notion of diversity.
To that end, Ms. Jordan co-founded and now co-chairs National Association of Personal Financial Advisors’ diversity and inclusion initiative, guided by a steering committee of seven. In the past three years, the team has established a scholarship program for minority advisers and students to attend a national NAPFA conference and receive introductory memberships, and has held webinars on diversity research and unconscious bias (reaching more than 200 attendees).
Future plans include virtual focus groups to understand how people view the concepts of diversity and inclusion how diversity and inclusion will be embraced in the future, and the development of a diversity and inclusion toolkit of practical tips for advisory practices, such as using inclusive wording in communications.
For Ms. Jordan, who is also current president of the Austin chapter of the Financial Planning Association, diversity work is a labor of love.
“I feel I’ve been blessed enough to get where I’m at and I want to help open the door for others to enter this profession and feel included and welcome,” she said.
— Deborah Nason