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

• 17 cents on the dollar
• Inheritance likelihood and magnitude
• Black wealth holdings
• 228 Years

Links

• Adam Tolliver on LinkedIn
• Adam Tolliver on Youtube
• Artisan Financial Strategies
• The Hidden Cost of Being African American
• The Black Tax: The Cost of Being Black in America

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion
  

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