Episode description

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

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• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
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Compliance Code: 2356-OAS-9/13/2024