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Webinar by the Financial Planners Association of Miami (FPA) - Oscar Rosenberg

Uncategorized Dec 21, 2020

I worked in the financial industry for 15 years and saw the lack of diversity and inclusivity first hand. In my role as Business Development Manager at INGAGE Biz, I have a unique perspective on the leadership of many companies and how communication reflects the beliefs of those corporations.  

On Friday, June 12th, I joined Goldman Sachs Personal Financial Management Consumer and Investment Management Division’s Vice President Trudy R. Turner, Presenceology’s brand and personal image strategist Mila Yoli da Cruz, and Modern Money Advisor’s President Angela Moore for a discussion on how to create spaces and manage conversations with colleagues and clients.  The panel was hosted by the Financial Planners Association of Miami. 

It was a difficult but important conversation. Only one-third of financial planners in the United States are women. And the numbers are even lower for minorities. A 2018 study by the CFP Board Center for Financial Planning found that less than 3.5% of Certified Financial Planners (CFPs) were black or Latino.  A female financial planner who is black or Latino is basically a unicorn. 

The time is now for the financial industry to begin having conversations and making actionable plans on how to proactively make the industry more welcoming and accessible to all.  How? The first step is to diversify the people at the table and communicating. Get real about what needs to be said and how to say it. Chances are that your clients, employees and future self will thank you for it. 

View the video of the panel discussion and reach out. Let’s discuss your perspective on the financial industry and how we can continue the conversation. 


Oscar Rosenberg 
Business Development Manager at INGAGE Biz 

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