Episode 2

full
Published on:

13th Sep 2022

Diversity and Inclusion Initiatives with Geoffrey Brown, CAE

Welcome to the second episode of the Diversity in Action™ podcast! 

With us a professional Association Executive with extensive expertise in a variety of sectors and professions. Geof Brown, CEO of the National Association of Personal Financial Advisors (NAPFA), has been an incredible advocate and supporter of the BLX internship program. He shares the work his organization is doing, his professional path, his beginnings, and how he got to where he is now.

Hop right into this episode to witness diversity in action!

Episode Highlights:

>> Geof’s career path

>> NAPFA’s wealth management award

>> Importance of diversity in the industry

>> How training and certification for financial advisor is important

>> Engaging with the community and making financial advice more accessible

>> Creating opportunities for interns

Episode Sponsor:

>> National Association of Personal Financial Advisors: www.napfa.org


Guest Bio:

Geoffrey E. Brown, CAE, is an accomplished association executive and leader with a proven track record of delivering growth, innovation, and value. He is currently the chief executive officer of the National Association of Personal Financial Advisors (NAPFA). In this role, Geoffrey is responsible for the association’s strategic direction, external relations, and ensuring NAPFA’s operational success. Prior to joining NAPFA in 2013, Brown had been an account executive at Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations. At Sentergroup, he was responsible for overseeing client relationships, managing day-to-day operations for multiple associations, coordinating the execution of strategic corporate initiatives, and contributing to the firm’s business development efforts. Prior to his time at Sentergroup, Brown served as an association manager for Smithbucklin based in Chicago.


Connect with Geof:

>> LinkedIn: www.linkedin.com/in/geoffrey-brown-cae


Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. 

It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! 

Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org

Show artwork for Diversity in Action™

About the Podcast

Diversity in Action™
If you are passionate about seeing real change in the financial planning industry, this podcast is for you.
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.

It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!

Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org