We are committed to driving sustainable, systemic change to create a special culture and community that embraces diversity, champions equity, welcomes inclusion and nurtures belonging, both within and outside of our organization. This effort requires long-term, focused support at all levels of our organization.
Our goal is to develop and sustain an organizational culture where everyone feels like they belong. As a foundation, we have a firm zero-tolerance policy against discrimination on the basis of race, age, sexual orientation, gender identity, or any other factors that make members of our team and financial professional community uniquely them. We are committed to making our workplaces and events trusting and inclusive environments, educating our teams against unconscious bias, and standing up against injustice.
How can financial professionals be better prepared to be fully present in the lives of their clients?
Cetera’s Chief Inclusion and Diversity Officer Chantalle Couba and Head of Business Development John Pierce share their insights on the latest episode of the Cannon Curve, hosted by Cannon Financial Institute’s Phil Buchanan.
Chantalle and John explore the importance of reflecting client demographics with broadened inclusion in our industry, necessary changes in the recruiting landscape, and steps we should be taking now to be prepared to meet the expanding needs of America’s future investors.
Cetera’s Diversity, Equity, Inclusion & Belonging Council is a united team of dedicated change agents, with diverse perspectives, committed to serving the organization and all its communities and constituents along our journey to become a leader and model for our industry and each other. Members lead and support different functions across our entire business and have a direct impact on the priorities and policies of their respective divisions. By convening regularly and having open conversations about the work in progress and future efforts, the team is ensuring a continued organizational focus on diversity and inclusion at every level.
By participating in the CEO Action Pledge—a collective of business leaders across all industries who are committed to advancing workplace diversity and inclusion—we bring increased accountability and momentum to our efforts to create sustainable change.
Within the Cetera community, informal employee groups have existed locally for some time. Based on employee feedback and interest, we have launched formal Employee Resources Groups (ERGs) across the organization. ERGs at Cetera are voluntary, employee-led groups whose focus is to foster a diverse and inclusive workplace for all. Over the coming months, we will continue to build new groups and promote membership and awareness within our Cetera community. Our active ERGs include:
- LGBTQ ERG, led by Elizabeth Coleman, Cheryl Conner, and Sanjay Bhat
- Veteran’s ERG, led by Summer Pretzer and Jon Brenner
- Women’s ERG, led by Summer Arnold, Pru Koehler, Natalya Zernitskaya, Rajat Wadhwani, and Karina Munji
Cetera’s Diversity, Equity,
Inclusion & Belonging Council
Simply put, the need for financial guidance has never been greater, and it’s our responsibility to support our financial professionals in delivering sound, personalized recommendations to all the American investors who seek their help. With our Advice-Centric Experience® approach as our north star, we’ll continue to develop the guidance-focused capabilities and tools that financial professionals can use to reach more diverse and traditionally underserved communities with the strategies needed to create stronger financial futures.
Additionally, to bring our financial professionals’ voices to the forefront, we work closely with a diversity, equity, inclusion, and belonging council led by individuals across our entire financial professional community. This council will host networking events, call series, and additional opportunities to increase engagement and collaborate on bringing a more equitable future to life.
Cetera’s Diversity, Equity, Inclusion & Belonging Financial Professional Council
Fanci Worthington, Co-Chair
Steve Oliver, Co-Chair
To help encourage greater representation and access within our profession for the long term, our financial professional-led philanthropy, Caring Cetera, launched the Diversity in Financial Planning Scholarship. The scholarship program offers financial and mentorship support for students from communities that are traditionally underrepresented in financial services as they pursue their financial planning career.