From the course: Inclusive Wealth Management: Best Practices
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Integrating inclusive wealth management
From the course: Inclusive Wealth Management: Best Practices
Integrating inclusive wealth management
- Congratulations. Now that you understand the many aspects of inclusive financial planning, you get to choose the tools that best align with your unique practice and clients and start building. You've learned the value of building inclusivity into your financial practice for you, your business, and your clients. And you've learned how to assess and implement different behavioral and tactical needs across a variety of demographics and aspects of financial planning. But the learning doesn't stop here. Be sure to check out the resource file for this course, which has a number of additional resources that will support your continued growth as an inclusive advisor. As a start, I recommend the "So Money" podcast by Farnoosh Torabi, to follow the top leaders in progressive and inclusive personal finance. I also recommend the book "Thinking, Fast and Slow" by Daniel Kahneman and the book "The Psychology of Money" by Morgan Housel to study more on behavioral finance. You don't have to do this…
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