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Miranda Reiter

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Diversity, Equity, & Inclusion Thought Leader

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Ph.D., CFP^®

Lubbock, Texas

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Miranda Reiter

Diversity, Equity, & Inclusion Thought Leader

Ph.D., CFP^®

Lubbock, Texas

Miranda Reiter, CFP^®is an assistant professor in the School of Financial Planning at Texas Tech University, where she has taught classes on diversity, retirement, and wealth management. She is an award-winning researcher whose work focuses on diversity, equity, and inclusion in the financial planning profession and the financial well-being of marginalized groups. Dr. Reiter has published numerous scholarly articles, and she is the author and narrator of The Great Courses personal finance audiobook, Six Steps to Manage Your Money.

Before joining academia, Dr. Reiter worked as a CERTIFIED FINANCIAL PLANNER™ professional and banker at several Fortune 500 firms, including her own financial planning practice, She & Money, which focused on women’s financial well-being. Her financial advice has been quoted in popular media outlets such as the BBC, US News, and USA Today.

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See all speech topics here

[/et_pb_text][et_pb_accordion _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion_item title=”State of the Art: The Past, Present, and Future of Diversity, Equity, and Inclusion Financial Planning Research (CFP & AFC CEU Eligible)” open=”on” open_toggle_text_color=”#584E4D” _builder_version=”4.19.4″ _module_preset=”default” body_font=”Lora||||||||” body_text_color=”#584e4d” body_font_size=”20px” body_font_size_tablet=”20px” body_font_size_phone=”18px” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”22px” body_line_height_last_edited=”on|phone” global_colors_info=”{}” toggle_text_color=”#584E4D” toggle_font=”Lora||||||||” toggle_font_size=”30px” toggle_line_height=”36px” toggle_font_size_tablet=”22px” toggle_font_size_phone=”22px” toggle_font_size_last_edited=”on|tablet” toggle_line_height_tablet=”36px” toggle_line_height_phone=”28px” toggle_line_height_last_edited=”on|phone”]

Increasingly, efforts have been established to promote diversity, equity, and inclusion (DEI) in the financial planning profession. Still, there is a lack of women, Black, and Latinx financial planners. Luckily, research can shed light on these issues, providing well-founded insights and allowing us the opportunity to impact a growing, dynamic profession directly. This presentation aims to provide an overview of the history of DEI research in financial planning, explain the major findings of contemporary DEI research, and share the areas of opportunity for future studies to improve the profession continuously.

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Cultural competency is the idea that one is aware of their and others’ cultures and can successfully apply this knowledge in working with others. This presentation covers what it means to be culturally competent and its associated advantages, understand why it matters, how to master cultural competencies, and how to apply culturally aware strategies to help them be more effective and have better relationships with diverse clients and communities.

[/et_pb_accordion_item][et_pb_accordion_item title=”The Racial Wealth Gap, Retirement, & Diversity in Financial Planning (CFP & AFC CEU Pending)” open_toggle_text_color=”#584E4D” _builder_version=”4.19.5″ _module_preset=”default” body_font=”Lora||||||||” body_text_color=”#584e4d” body_font_size=”20px” body_font_size_tablet=”20px” body_font_size_phone=”18px” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”22px” body_line_height_last_edited=”on|phone” global_colors_info=”{}” toggle_text_color=”#584E4D” toggle_font=”Lora||||||||” toggle_font_size=”30px” toggle_line_height=”36px” toggle_font_size_tablet=”22px” toggle_font_size_phone=”22px” toggle_font_size_last_edited=”on|tablet” toggle_line_height_tablet=”36px” toggle_line_height_phone=”28px” toggle_line_height_last_edited=”on|phone” open=”off”]

This presentation brings together three topics at the forefront of contemporary financial planning conversations. We will discuss the state of diversity in the financial planning industry, the racial wealth gap, and the implications of serving diverse clients.

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An inclusive workplace culture creates a safe working environment that attracts diverse candidates and clients, increases employee retention, and improves overall morale. This presentation will cover the importance of diversity, equity, and inclusion initiatives being led from the top and provide tangible steps that firm leaders can take to create and sustain these efforts, from creating a welcoming environment to leading practices for working with diverse clients and employees.

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Testimonials

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Miranda’s address…was inspirational and highly engaging. Her keynote was a perfect fit for our audience.

Dr. Kirsten MacDonald & Dr. Elisabeth Sinnewe

Financial Planning Academics Forum
Committee Co-Chairs (Australia)

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Dr. Reiter captures an audience’s attention with powerful storytelling, and then presents the facts and statistics in an easy-to-understand way. She has an inherent way of making you think she is speaking directly to you.

Dr. Michael Kothakota

Head of Research, CFP Board

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Testimonials

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Miranda’s address…was inspirational and highly engaging. Her keynote was a perfect fit for our audience

Kirsten MacDonald & Elisabeth Sinnewe

Financial Planning Academics Forum
Committee Co-Chairs (Australia)

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Dr. Michael Kothakota

Head of Research, CFP Board

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Pricing

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In-person Events: $8,000-$12,000

Virtual Events: $6,000

*Inquire about discounted pricing for non-profits and large group rates

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Books by Miranda Reiter

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Miranda Reiter

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Book Miranda For Your Next Speaking Engagement!

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logo_carousel_image=”https://financialbehaviorkeynote.com/wp-content/uploads/2023/01/HerbersandCompany_Logo_Primary.png” logo_carousel_alt=”Hebers” logo_carousel_width=”85%” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][/dnxte_logo_carousel_child][dnxte_logo_carousel_child logo_carousel_image=”https://financialbehaviorkeynote.com/wp-content/uploads/2023/01/logo_transparent.png” logo_carousel_alt=”north tampa chamber” logo_carousel_width=”67%” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][/dnxte_logo_carousel_child][dnxte_logo_carousel_child logo_carousel_image=”https://financialbehaviorkeynote.com/wp-content/uploads/2023/01/logo.png” logo_carousel_alt=”tampa bay” logo_carousel_width=”85%” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][/dnxte_logo_carousel_child][/dnxte_logo_carousel_parent][/et_pb_column][/et_pb_row][/et_pb_section]

Dr. Miranda Reiter

Miranda Reiter

Miranda Reiter

See all speech topics here

Dr. Kirsten MacDonald & Dr. Elisabeth Sinnewe

Financial Planning Academics Forum
Committee Co-Chairs (Australia)

Dr. Michael Kothakota

Head of Research, CFP Board

Kirsten MacDonald & Elisabeth Sinnewe

Financial Planning Academics Forum
Committee Co-Chairs (Australia)

Dr. Michael Kothakota

Head of Research, CFP Board

Miranda Reiter

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Dr. Miranda Reiter

Miranda Reiter

Miranda Reiter

See all speech topics here

Dr. Kirsten MacDonald & Dr. Elisabeth Sinnewe

Financial Planning Academics ForumCommittee Co-Chairs (Australia)

Dr. Michael Kothakota

Head of Research, CFP Board

Kirsten MacDonald & Elisabeth Sinnewe

Financial Planning Academics ForumCommittee Co-Chairs (Australia)

Dr. Michael Kothakota

Head of Research, CFP Board

Miranda Reiter

Financial Planning Academics Forum
Committee Co-Chairs (Australia)

Financial Planning Academics Forum
Committee Co-Chairs (Australia)