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
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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Compliance Code: 2356-OAS-9/13/2024