Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent’s mental health? Let’s dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued.

Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Kamila Elliott, CFP®, Founder and CEO of Collective Wealth Partners to explore the power of sponsorship, the significance of building relationships to promote diversity, the need for safe spaces, and intentional actions to cultivate inclusivity and value diverse perspectives at work. They discuss the experiences of underrepresented groups in the financial industry, discussing the importance of inclusion, advocacy, and creating safe spaces for diverse talent. Kamila shares her personal journey, the challenges of being a woman of color in finance, and the significance of building relationships to overcome biases. The conversation also touches on the impact of remote work on feelings of safety and belonging in the workplace.

Kamila discusses:

  • Her journey into the financial profession and becoming chair of the CFP® board
  • Challenges faced by underrepresented talent in the financial industry
  • How sponsorship and mentorship play a crucial role in advocating for diversity and inclusion in the workplace
  • Why building relationships and connecting with individuals from diverse backgrounds are vital for promoting understanding and inclusivity
  • Creating safe spaces and valuing diverse perspectives to provide a sense of belonging for all employees with authentic leadership
  • How to promote inclusivity, value diverse perspectives, and establish a workplace culture that supports and empowers all individuals
  • And more

Resources:

Connect with Ana Trujillo Limón: 

Connect with JaQ Campbell: 

Connect with Kamila Elliott:

 

About our Guest: 

Kamila Elliott, CFP® is the founder and CEO of Collective Wealth Partners. Kamila is a wealth manager with over 20 years of experience assisting high-net-worth individuals, endowments & foundations, and business owners with their financial planning, tax, and investment needs.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

 

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jessica Flynn: Attracting & Retaining Next-Gen Talent

By: Ana Trujillo Limon
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Blog

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

By: Jessica Harrington
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
Blog

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

By: Ana Trujillo Limon
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …
Blog

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

By: Ana Trujillo Limon
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework …
1 2 3 143