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The Advisor Lab by CION

Jun 10, 2020

Given what’s happening around the country and globe, we’re dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule.

We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services.

Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward.

We’re joined by Allan Boomer and Tiffany Mcghee, Partners at Momentum Advisors, one of the fastest growing RIAs and also a practice built by diverse leaders and one that encapsulates what diversity-led means in every aspect.

We cover it all, what you can do today and tomorrow to not only progress the conversation but build a better performing team in the future.