Panel Discussion – Using DEI Principles to Enhance Your Client Service and Grow Your Practice

Incorporating diversity, equity, and inclusion (DEI) principles into your financial practice can strengthen your firm while enhancing client service. This engaging panel discussion will explore how adopting DEI strategies contributes to business growth, fosters better client relationships, and creates a more inclusive workplace. You’ll learn how integrating DEI into your marketing efforts can lead to economic benefits, improve communication with your team and clients, and identify valuable NAPFA and industry resources to expand your service offerings and deepen your DEI knowledge.

This panel will be led by 2023 NAPFA DEI Award winner Mike Walther, founder of Oak Wealth Advisors, who has demonstrated excellence in serving diverse client populations. Joining him are Michelle Wilson, chair of the NAPFA Pride group and founder of Athens Impact, and Maha Gannavaram, chair of the NAPFA DEI Committee and office manager at Unique Financial Advisors. With decades of combined experience advocating for and working with underrepresented communities, these leaders bring a wealth of insight into the practical application of DEI principles, making this session a must-attend for advisors looking to create a more inclusive and successful practice.

Learning Objectives 

• Understand the economic benefits of adding DEI principles to your firm’s marketing efforts.
• Improved communication with your team and your clients.
• Identify NAPFA and other industry resources for enhancing your client service and growing your knowledge of DEI principles