Prudential Advisors Wants Advisors to Focus on Clients’ Diversity
When financial advisors embrace diversity, firms and clients both win.
Understanding and embracing diversity is at the core of Prudential Advisors’ approach to its relationship with clients. This is also why the business is a member of the Luminaries Class of 2024 in two categories. The first is the Broker-Dealer Firm – Corporate Social Responsibility category.
In the second, Jordan Toma, a Financial Professional with Prudential, was nominated for an Individual Award – in the Luminaries with Heart category.
To better understand the business’ efforts, Jessica Wietmarschen, vice president of strategic initiatives at Prudential Advisors, and Keita Cline, vice president of business and market expansion in Prudential’s Individual Life business, sat down with Think Advisor Contributor Bobbie Turner to discuss the company’s efforts.
Wietmarschen and Cline also discuss:
● Prudential’s Blueprints to Black Wealth strategy and how that program has developed over the last several years;
● How advisors can embrace client diversity to grow their business.
● The importance of authentic community partnerships.