Being Bold to Make a Difference

The founder and CEO of Changing How Individuals Prosper(or CHIP), a B2B financial services marketplace, Dana Wilson explains that your advisory firm’s ability to attract, build and retain a diverse workforce begins with you and your beliefs. It’s important to align your mission, marketing materials, processes and policies to ensure that your firm is being consistent with its culture, Wilson says. Also, don’t avoid discussions about uncomfortable work issues; be courageous and give everyone the chance to share their views.