
Hear What’s New at Diversitas with Carina Diamond
Episode · 0 Play
Episode · 38:41 · Sep 17, 2024
About
Carina is a financial services veteran, having built and sold several wealth management firms and mentored dozens of young people entering the profession. She’s a frequent source for national media on diversity and succession planning. She currently is serving in two roles: Director of Diversitas at The University of Akron, and as Founder-CEO of Stella Secunda, a consulting firm focusing on fintech consulting and organic growth and succession strategies for financial services firms.Notes: In this episode, Shawn, Luis, and Carina talk about: The importance of educating people on the variety of roles within the financial services industryThe need for more diverse people throughout the industryWhy the traditional focus on math and sales have discouraged talented people from joining our professionDefining success in DEIB in the financial services industryAnd more…….. Resources:  Follow Carina on LinkedInFollow Diversitas on LinkedInVisit the Diversitas WebsiteEpisode Sponsor: This episode is brought to you Diversitas. Diversitas aims to make the financial planning profession and the wealth management industry more inclusive through education, mentorship and human connection. Diversitas seeks to expand the participation of underrepresented groups in the profession and the industry by mitigating the leading barriers to entry, a lack of education, understanding and awareness. For more information, visit diversitasfp.org. Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org
38m 41s · Sep 17, 2024
© 2024 Captivate Audio Ltd. (OG)