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NBCUniversal News Group to commemorate Asian American, Native Hawaiian and Pacific Islander heritage with special programming

NBCUniversal News Group to commemorate Asian American, Native Hawaiian and Pacific Islander heritage with special programming
editorandpublisher.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from editorandpublisher.com Daily Mail and Mail on Sunday newspapers.

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Financial Advisory Industry Continues to Grapple With Lack of Diversity, Top Advisors Say

Diversity is a persistent challenge for the financial advisory industry. ....

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Why Financial Advisors of Color Matter

WKBT
February 10, 2021 4:06 PM
Tiffany Lam-Balfour
Posted:
Updated:
Getty Images
This article provides information and education for investors. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks or securities.
During my seven years as a financial advisor, I often had two-hour phone calls with clients. Armed with my cheat sheet of English-to-Mandarin financial terms and Google Translate, I would explain the basics of investing in my second language. It got easier each time, but it was still hard. It was also really worthwhile to me.
The relationship between a client and a financial advisor ultimately boils down to trust. When you feel that your advisor can understand where you’re coming from and what you hope to achieve, and has the knowledge to guide you in getting there, it’s easier to trust them, hire them and start growing wealth. ....

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Broadening the Reach of Financial Advice

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As a child, I had no idea that financial planning was a career option. At first, I thought I might be a doctor, having watched my nana go to work as a nurse every day. It wasn t until I took a college elective course called Personal Finance 101 where I learned about credit scores, disability insurance, Social Security, 401(k)s, saving, and so on that I felt I had found my passion.
I wanted to share the wealth and help people understand the way their student loans worked, and I found myself becoming an evangelist of personal finance. My college friends would come to me with questions, and I loved walking them through everything from their loans to credit card usage to how to build savings before we graduated. I was sure a career in financial planning was the best fit for me. ....

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