Knowing a Clients Objections Can Help with Achieving Their Objectives. BIPOC American Retirees Want That Help

5 (1 vote)

After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study. But challenges still exist. How can the industry respond?

Competency Level: Foundational

FPA Competency: Interpersonal Impact

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Travis Walker

Allianz Life Insurance Company of North America

With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE