#Diversity | Power Your Advice

Quinton Alston-Spratt is the Head of Advisor Practice Management at Franklin Templeton, a company that serves as a full-service broker-dealer and registered investment adviser.

Doug and Quinton sat down at the Envestnet Advisor Summit and talked about how Franklin Templeton created the “Changing Phases of Wealth” program to help financial advisors prepare for the changing landscape.

They also discuss:

How Franklin Templeton aims to build relationships with different groups of people
How financial professionals should diversify their business
Simple steps to build meaningful relationships

Resources: Franklin Templeton

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Forest Harper is the President & CEO of INROADS, a non-profit organization focused on offering talented, underrepresented youth a pathway from high school to college and throughout their career that breaks through the glass ceiling and closes the opportunity and wealth gaps. INROADS career development pathway extends a support system that can last a lifetime.

Doug and Forest sat down at the FSI OneVoice Summit and talked about INROADS – its purpose and its journey from its start in 1970 to now. They also discuss:

Forest’s journey to INROADS
Why INROADS chooses to work with the Financial Services Institute (FSI), and the financial services industry in general
How they work to spark student’s interest in financial services and other industries
How corporate America can do better when it comes to diversity
How we can help close the racial/wealth gap
How to get involved with INROADS

Resources: INROADS | Flyer Financial Technology

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Tag Archives: #Diversity

Episode 93 – What the Changing Wealth Landscape Means to Your Practice – With Quinton Aslton-Spratt

Episode 70 – Breaking Barriers, Building Futures – With Forest Harper