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November 7, 2024 43 mins

Tune in to hear:

  • Get a better sense of the size and scope of the racial wealth gap problem in the US.
  • Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?
  • What sort of systemic inequities and injustices are we up against today and what can we do to combat these?
  • What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?
  • What can we do as an industry to win some trust back and will part of that be through education and outreach?
  • Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?
  • How can we best meet each client where they are at, as individuals?

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Compliance Code: 2356-OAS-9/13/2024

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