The Role of Diversity and Inclusion in Finance

We know from research that workplace ethnic, cultural, and gender diversity not only drives resourcefulness but also promotes employee engagement and retention. As a top priority for the financial services industry, greater diversity could be key for helping firms better serve an increasingly diverse customer base while increasing the pipeline of diverse advisors and other professionals within the finance industry.

As someone with a direct connection to the financial services sector, Meredith Moore takes a novel approach to the roles of power, money, and gender within money management and relationships. The Atlanta-based financial advisor and Georgia Tech alumna serves as founder and CEO of Artisan Financial Strategies and is the author of the white paper: "Designing Your Economic Masterpiece in a Man's World."

Moore was featured as the inaugural guest of Georgia Tech's Professional Education FinTech Speaker Series and shares with host Amy Corn, academic program director for Georgia Tech's FinTech education program, her budding passion for women breadwinners and the importance of financial education to withstand historic change.

Here are some highlights from their conversation:

While women breadwinners have the buying power, their influence is often overlooked. [06:38]
Decades-long research from Moore shows that there has been significant progress in women entering the workforce than ever before – and filling the primary breadwinner role within their families nearly as often as men do – but they often lack adequate financial education or confidence in managing money.

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