Episode 104:

Navigating Cultural Differences with Dr. Kate Mielitz, AFC®

Download the transcript or watch on Youtube!

 

This week, we welcome Kate Mielitz, PhD, AFC®️, CDP®️ , back to Real Money, Real Experts. Dr. Kate has 25 years of experience in financial services, including bankruptcy, fraud, financial counseling, and higher education, and she’s dedicated to helping financial and human services professionals navigate cultural differences. 

On today’s episode, we take a deep dive into the ways our background and lived experiences affect our relationship with money and gain strategies for working more effectively with vulnerable populations. Kate is a wealth of knowledge, and her energy and enthusiasm is contagious. Want to gain insights and resources to help you learn more about diversity, equity and inclusion and ensure you are truly meeting clients where they are? Tune into this episode!

Show Notes:
3:02 – Importance of cultural competency training for financial service professionals
7:00 – How AFCPE empowered Kate to spark industry change
8:50 – Becoming a Certified Diversity Professional
10:17 – Advice for AFC professionals who want to improve industry DEI efforts
13:45 – How DEI training makes a positive impact on the financial services industry
18:15 – Resources to learn more about DEI practices
22:11 – How communities and organizations can become more open to diversity
25:38 – Kate’s 2 cents

Show Note Links:

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Want to get involved with AFCPE®?
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Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

One response to “Real Money, Real Experts: Dr. Kate Mielitz, AFC®”

  1. Awesome Podcast with Dr. Kate, her genuine love, appreciation, and respect for everyone shines through in her work. I enjoyed this podcast. I look forward to meeting her at an AFCPE Conference! Job well done.

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