Retail Orientated – investment advisers, wealth managers, financial advisors and broker-dealer registered representatives. In addition, back-office/support functions, including those in compliance, marketing, and supervision roles at broker-dealers, registered investment advisers, and insurance companies.

Direct. Thoughtful. Different. DIY a brand video for your business that's awesome. Not boring. Join Jeff Feazell as he teaches you how to make a brand video that actually helps you connect with clients.

The program will equip participants with self-awareness and skills to work with clients, in particular older clients, who identify as LGBTQ+.

Diversity, equity, and inclusion training models have generally remained stagnant for more than a generation.