Tag: Diversity
Inclusive Wealth Strategies: Alignment & Communication in Multi-Generational Wealth (Ep. 22)

Inclusive Wealth Strategies: Alignment & Communication in Multi-Generational Wealth (Ep. 22)

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Navigating family wealth isn’t just about numbers; it’s about ensuring every voice is heard and valued within your family legacy. Discover how inclusivity shapes wealth management, unlocking new paths for financial well-being.

In this episode, Tim Volk talks about successfully managing the five capitals of family wealth. Through an inclusive lens, learn how addressing human, intellectual, social, spiritual, and financial capital can lead to a flourishing family legacy. This episode is a treasure trove for anyone eager to blend traditional wealth management with the nuanced needs of diverse family structures.

Tim discusses: 

  • The role inclusion plays in the 5 capitals that are essential for a thriving family legacy
  • The pivotal role of inclusivity in modern wealth management
  • Stories and anecdotes highlighting the importance of adapting family wealth strategies to include diverse perspectives
  • How to enhance emotional intelligence among wealth advisors to better serve family dynamics
  • And more

Tune in now for valuable insights into creating a legacy that truly represents the richness of your family’s diverse tapestry.

Resources:

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Why Inclusive Families Flourish (Ep. 20)

Why Inclusive Families Flourish (Ep. 20)

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Ever wondered how to create a flourishing family legacy that stands the test of time?

In this episode, Tim talks about inclusion within family legacies and financial advising. He dives into the importance of inclusion within families and businesses, sharing personal anecdotes and insights on how to navigate inclusion challenges and foster unity. He discusses the need to address diversity, equity, and inclusion from an inclusion-first perspective, drawing on experiences from different family dynamics and societal influences.

Tim discusses: 

  • The significance of starting conversations around love and acceptance within families to promote inclusivity
  • The role of all five capitals – human, intellectual, social, spiritual, and financial – in supporting a flourishing family legacy
  • Challenges faced by families in promoting inclusion and acceptance across generations in the face of societal norms
  • The impact of inclusive practices in the financial and wealth management industry on client retention and business success
  • And more

Resources:

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Building Acceptance: Transforming Families and Workplaces with Rebecca Sanborn, J.D. (Ep. 7)

Building Acceptance: Transforming Families and Workplaces with Rebecca Sanborn, J.D. (Ep. 7)

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Have you ever wondered how personal experiences can drive individuals to create meaningful change within their families and workplaces?

Join Tim Volk in a captivating episode as he delves into a powerful and transformative story of survival, acceptance, and creating a more inclusive world. In this engaging conversation, Tim sits down with Rebecca Sanborn, J.D., a remarkable individual who has not only overcome domestic abuse but has also gone on to foster acceptance within her own family and beyond.

Rebecca, the founder and president of Sanborn Diversity Training Solutions, LLC, shares her personal journey and how it has shaped her mission to promote LGBTQ cultural competence, sensitivity, and acceptance within corporate, non-profit, and public-sector organizations. Discover how her experiences have propelled her to advocate for a world where acceptance thrives in families and workplaces alike.

Rebecca discusses: 

  • Her story of domestic abuse by her father and how it guided her career path to help others
  • Her journey to discovering her bi-sexuality
  • How creating more awareness and education leads to greater acceptance and mutual respect
  • The challenges she sees with terminology and why the language we use is important
  • What she has learned through her work
  • What she would say to someone who’s currently in an abusive relationship
  • And more

 

Resources:

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Connect with Rebecca Sanborn: 

About our Guest: 

 Rebecca Sanborn, J.D., is the founder and president of Sanborn Diversity Training Solutions, LLC, which provides LGBTQ diversity and inclusion training to corporate, non-profit, and public-sector entities regarding LGBTQ competency, sensitivity, and acceptance, and by so doing, helps clients to create healthier workspaces for both employees and consumers.

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