ThinkAdvisor: “To Boost Advisor Diversity, Look Beyond Recruiting”
ThinkAdvisor, April 20, 2021 — “There is no shortage of serious talk about the need to boost financial advisor diversity at firms,” writes reporter Jane Wollman Rusoff in today’s article on ThinkAdvisor.
“Now meet an FA who’s clearly an expert on diversity: Marguerita ‘Rita’ Cheng, a multiracial, multicultural financial planner whose advisory practice draws clients from an array of cultures and wide-ranging experiences.
“I think about diversity in terms of not just race, gender, and ethnicity but also religion, life experience, and diversity of thought,” says the founder of Blue Ocean Global Wealth.