Course curriculum

  • 1
    Welcome to The Course
    • Agenda
    • The Importance of a Diversity Business Model
  • 2
    What is a Diversity Business Plan
    • What is a Diversity Business Plan.pdf
  • 3
    Brief Historical Overview of Diversity Wealth Management
    • The WHY: Filling in the Gap
    • Filling the Gap
  • 4
    How to Write a Diversity Business Plan
    • Write a Diversity Business Plan
    • Example of Diversity Business Plan
    • More Examples of Diversity Business Plans
    • Diversity Business Plan Template
  • 5
    Bonus: Marketing Funnel
    • Marketing Your Diversity Business Plan
    • Follow-Ups: What to do with Diversity Business Plans