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Empowering Diversity in Financial Planning – Join Me at the FT Adviser Financial Adviser Forum 2024

I am thrilled to share that I will speak at the upcoming FT Adviser Financial Adviser Forum on 24th September 2024 at the Leonardo Royal Hotel, London City. This event is a significant platform for discussing the latest trends and challenges in financial advice, and I am honoured to be part of it.

One of my primary goals is to elevate the profile of female financial planners, particularly those from Asian and other ethnic backgrounds. With women making up less than 17% of financial advisers and an even smaller percentage from diverse ethnicities, it’s crucial that we amplify our voices and visibility in the profession.

This forum presents a fantastic opportunity to engage with industry leaders, share valuable insights, and advocate for greater diversity within the financial planning sector. I look forward to meeting many of you there, exchanging ideas, and forging new connections.

Let’s continue to push for a more inclusive and representative financial planning industry.

Event Details:

I hope to see you there!

ISJ Lena Patel Speaking At The FT Adviser Financial Adviser Forum

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Hands holding a financial planning flyer titled '10 Things You Should Know About Cash Flow Modeling'. The flyer lists topics such as 'Empower Your Financial Decisions' and 'Retirement Planning' with a call to action for a free consultation at the bottom.