Action Categories

Aligning Diverse Talent Field and Enterprise Mission and Vision in Recruiting

Challenge

Aligning enterprise and line of business and/or industry inclusion and diversity recruiting efforts when goals are aligned but not identical

Actions

In June 2021, Chantalle Couba, Chief Inclusion and Diversity Officer, at Cetera Financial Group and John Piece, Head of Business Development and Financial Advisor Recruiting, via a podcast hosted by the Cannon Financial Group, shared best practices on how the firm seeks to merge its shared and aligned visions for inclusion and equitable representation of the financial advisor population. These best practices can be leveraged by other firms that have a nuanced but aligned inclusion and diversity strategy across different constituency groups. 

The podcast can be played at the following link:

https://www.youtube.com/watch?v=NJGVOYTM4Ps

Outcomes

This podcast shares insight into our strategic leadership perspective on inclusion in recruiting within the financial advisor profession.

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