DE&I in Financial Services: Connecting Advisor & Client Success

Join industry leaders Jeffrey Allain, Senior Manager, Role Design & Execution, RBC, Manoj Khandavelli, Private Client Market Lead – Atlantic Region, HSBC Private Client Services and Farah Kamal, Co-founder, Trade Lifecycles, as they discuss the current state of DE&I in the financial services sector, the importance of diversifying leadership, and strategic insight on how both financial services professionals and their clients can benefit from fostering internal buy-in for actionable recommendations that not only promote but actualize diversity, equity and inclusion.