People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors.

These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind.

This podcast will share the stories of women and people of color who are financial advisors or in the financial industry.

We will hear about their journeys into the profession, their challenges, and their advice for other women and people of color who are interested in becoming financial advisors.Hosted by two former investment wholesalers who have spent years engaging and hearing stories from thousands of financial advisors, they have decided to collaborate and bring advisors’ experiences and journeys to the forefront.

Join us as we share the Journey: The Financial Advisor Experience directly from advisors worldwide.