Milwaukee-based Wipfli Financial Advisors has been taking DEI seriously, and it shows. Of its nearly 100 financial advisers across 20 offices, more than 50% are women. How did the firm achieve this?
“By design and luck,” said Jeff Pierce, the firm’s CEO. “In our recruiting process, we want the candidates to find themselves, to see themselves in the business.”
Successful female leaders at all levels are included in the interview process, so that prospective employees know they won’t be alone if they join the firm, he said.
It’s also important for current female employees to see potential career paths. There are numerous role models to look up to at Wipfli, as the chief investment officer, the chief operating officer, the chief financial officer and numerous senior financial advisers are women.
The firm’s culture also contributes to making female employees feel comfortable, Pierce said.
“The spirit of curiosity is embedded in our culture, through listening, speaking and learning,” he said. “We want all our employees regardless of age, gender or experience to be able to speak up and ask questions.”
He continued, “We’ve created a safe environment for people to be curious. When you foster a culture that allows that to happen, all your employees will feel heard.”
Contact Jandy Rowe, principal and chief operating officer, at jrowe@wipflifinancial.com. to learn more about its diversity, equity and inclusion initiatives.