From Scarcity to Empowerment: The Next Big IDEA in Financial Advisory – Densil Porteous

The financial landscape is evolving, and financial advisors have the opportunity to lead this transformation. Inclusion, Diversity, Equity, and Accountability (IDEA) are no longer aspirational values but fundamental to building an equitable financial system. This session explores how financial advisors can integrate IDEA principles into their practice to serve diverse and historically underserved communities better. Financial advisors can help close the wealth gap and empower clients to build sustainable financial futures by providing access to the right tools and resources. Through personal insights and actionable strategies, this session will challenge advisors to rethink their approach and ensure that wealth creation is accessible to all.

Learning Objectives:

• Understand the evolving financial landscape and the critical role of Inclusion, Diversity, Equity, and Accountability (IDEA) in creating equitable financial systems.
• Identify actionable strategies for financial advisors to help close the wealth gap and better serve underserved communities through inclusive financial planning.
• Apply IDEA principles in financial advising to ensure equitable access to wealth-building opportunities for all clients, regardless of background.