Jun 16, 2021
The new Leadership Exchange Series will cultivate industry knowledge, trends, insight about the business of financial advice. This series aims to help you better serve your clients, differentiate yourself from the competition, and enhance your ability to communicate those differences.
Host Sean R. Walters, CAE , Chief Executive Officer, Investments & Wealth Institute, interviews Craig Young, Managing Director, National Business Development Executive at Merrill Lynch, on equity, diversity, and inclusion in the world of financial advice.