Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her, too—Cindu will be delivering a three-hour interactive workshop as an add-on Pre-Conference event at #XYPNLIVE 2021, so don’t miss out.

Today, Cindu joins us to discuss what diversity, equity, and inclusion each mean and lays out a persuasive argument for DEI initiatives as a growth strategy within a business. She discusses the concepts of power and social capital and presents the moral case for considering these concepts within your work. She gives answers to tough questions like, “Is this conversation a political one?” and “What can advisors do to move the needle forward in the DEI space?” Today’s conversation highlights the power of the work being done by financial advisors who are bringing financial planning and literacy to communities who have not had access to it before. If you weren’t previously convinced that financial planning is an inherently impactful, helping profession, Cindu sets the record straight.

If you’re interested in learning about how DEI makes businesses thrive, then this interview is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/306