Continuing the Diversity in Finance Discussion with Dr. Michael Thomas

“Financial empathy matters,” maintains Michael G. Thomas, Jr., because “it creates a safe space where people can express their financial vulnerabilities without the fear of shame.”

Learning Objectives:

• Understand the direct relationship between financial empathy and building trust in a financial planner/client role.
• Create actionable steps to not only act in but to promote a more financially empathetic financial services industry and workplace environment.