2021 FOX Wealth Advisor Forum Recommended Resources

How to Prioritize Diversity in Your Organization
Recommended by the Panel:  Kelly Lora Ewart, Vice President of Strategic Relationships, PURE Insurance; Lucy K. Park, Partner, Perkins Coie; Haley M. Rives, CFA, Director, Asset Consulting Group and Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

• White Fragility
• Building an Anti-Racist Workplace Episode from Adam Grant’s Podcast, Work Life 
• The Power of Equity, Forbes 
• Recruiting resources 
  • Handshake 
  • Ripplematch

The Transformational Role of the Family Advisor
Recommended by Dien Yuen, JD/LLM, CAP®, AEP®, Blunt-Nickel Professorship in Philanthropy, Assistant Professor of Philanthropy, The American College of Financial Services

• Modern Elder Academy
• Global Dexterity: How to Adapt Your Behavior Across Cultures without Losing Yourself in the Process
• Halftime: Moving from Success to Significance

What's Next? Adapting to Rapid Change
Recommended by Robert Sheahan, Vice President, Head of Consulting, BNY Mellon | Pershing

• MoneyGuidePro MyBlocks

Recommended by Mindy Kalinowski Earley, CMP, CFBA Chief Learning Officer, FOX 

• Financial Literacy Resources for Children and Teens

The Elements of Value
Recommended by Eric Almquist, Advisory Partner, Bain & Company

• The Elements of Value
• The Elements of Value:  Measuring What Consumers Really Want
• The B2B Elements of Value