JFP Article: Inclusive Leadership Theory and the Future of the Profession

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Across the financial services industry, representation lags the general population. What does it mean for financial planning and the clients you serve?

Issue: April 2025
By: Bryan Powell, PCC, CPBA, CPMA

Competency Level: Intermediate
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

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Inclusive Leadership Theory and the Future of the Profession
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Select the "Read Article" button to begin. Across the financial services industry, representation lags the general population. What does it mean for financial planning and the clients you serve?