Welcome to the eighth episode of the Diversity in Action™ podcast Season 2!

In this episode we introduce our guests, Leslie Tabor, Director of Business Consulting and Education for Schwab Advisor Services & Craig Jones, Managing Director and Chief Diversity Officer for the Colony Group and Co-President of the Colony Sports & Entertainment practice

We discuss diversity, equity, and inclusion (DEI) initiatives within the financial industry. This episode covers topics including the Net Positive Pledge, DEI Advocacy Board, $10,000 scholarships for future financial planners, and Leslie's DEI consulting program. The conversation emphasizes the early stages of DEI efforts in many firms and the importance of focused leadership engagement. We highlight the need for structured guidance in DEI initiatives, linking DEI to firm values and culture.

The discussion also addresses support for RIA firms and efforts to cultivate diverse talent. Craig shares insights as a trailblazer in the industry, emphasizing the importance of retaining earnings and paying oneself first for financial success.

Learn about the ongoing DEI endeavors in the financial sector and it’s emphasis on strategic, inclusive practices and support for underrepresented individuals in the field. Tune in now!

Episode Highlights:

>> Craig’s career and highlights

>> The RIA Talent Advantage Scholarship Program through Schwab Advisor Services

>> BLX Internship Program

>> The DEI Consulting Program and Advocacy Board

>> Challenges firms face in implementing DEI initiatives and building an Inclusive culture

>> The connection between DEI and Schwab's broader mission

>> Leslie's Experiences and industry diversity

Episode Sponsor:

This episode is brought to you by Schwab Advisor Services, in partnership with the Charles Schwab Foundation, which has been supporting firms for over 30 years. They focus on a client-first mentality and offer a perfect blend of personalization and technology. Through their University Grant Program, they have provided over $19 million in funding to universities and institutions since 2007. The goal is to support universities and organizations that can benefit from Schwab's involvement while developing high-quality talent for independent advisors to hire. For more information, visit schwab.com.

Connect with Leslie Tabor & Craig Jones:

• LinkedIn | Leslie Y. Tabor
• LinkedIn | Craig Jones

Resources Mentioned in the Episode:

>> DEI Diversity Equity and Inclusion Award Winners 2023

>> Colony Group

>> Net Positive Pledge

>> Reginald Lewis - Why Should White Guys Have All the Fun?

>> Millionaire Next Door

Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning...