Calling All Leaders: Building the Workforce of the Future


DE&I, Practice Management, Growth


Session Type:

On Demand

Session Summary

#DoingTheWork is more than a hashtag, it's a daily mantra for 2050 Wealth Partners, a leading wealth and advisory firm. Hear insights from co-founders Rianka Dorsainvil and Lazetta Rainey Braxton to help inspire a new way to think about human capital that can result in tomorrow’s business success.

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Is your firm ready to build the workforce of the future? Our tools and resources will help you consider new ways to think about human capital that can result in tomorrow’s business success. From compensation and staffing to career paths, your journey to the workforce of the future starts today.

Solutions Overview

Financial Planning Career Paths

The CFP Board Center for Financial Planning was launched to address a significant challenge facing the financial planning profession.

Future-Proof Your Human Capital Strategy

Overcoming distance to bring talent closer: virtual recruiting, onboarding and internships.

Virtual Onboarding Checklist

Onboarding new employees virtually can be just as effective as traditional onboarding with the right amount of planning, coordination and tools.

What’s Top of Mind for Advisory Firms?

Key findings from the 2020 advisor benchmarking study on compensation and staffing.

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Ready to talk about what's next?