In this episode of The Data Possible Podcast, Bryan Lee, Senior Sales Manager, and Amalia Tsiongas, Director of Research and Product Development, from Ethnic Technologies discuss the importance of diversity and inclusion (D&I) data and how to use it to strengthen client-advisor relationships and communities in the industry.
In this episode, you will learn:
- The importance of diversity and inclusion in financial services
- Why organizations should be making D&I a part of their strategic priority
- What types of firms are using D&I data
- Best practices for D&I data and how to make the best use of it
Resources: Discovery Data | Ethnic Technologies
The Data Possible Podcast is produced by our partner, Advisorpedia.
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