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Adam Tolliver - Understanding the Racial Wealth Gap

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Manage episode 448880453 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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?

Citations

Links

Connect with Us

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

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

  continue reading

326 episodes

Artwork
iconShare
 
Manage episode 448880453 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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?

Citations

Links

Connect with Us

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

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

  continue reading

326 episodes

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