Inclusion Strategy | Executive Coaching

Making Business Better

Inclusion Strategy | Executive Coaching

Making Business Better

We believe in a future where every individual and organization has the opportunity to reach their full potential.

As business leaders, we have seen firsthand how diverse and inclusive teams lead to more innovative ideas, superior client solutions and more robust sustainable financial results.

At Advanced Inclusion we provide simple, practical, innovative business-informed inclusion strategies – a key competitive advantage in a complex and ever-changing global landscape.

We excel at navigating the often confusing and complex world of Diversity, Equity and Inclusion (DEI) research and successfully turn the theoretical into the practical.

Who We Are

We’re a team of seasoned financial markets professionals that can help you move the dial on DEI.

View inclusion from a fresh business lens

Award-winning record of successful hands-on implementation of DEI in financial markets

Practical, actionable, solutions-based approach

What We Do

For Corporations:

Business-informed DEI Consulting

  • We leverage your firm’s existing infrastructure to optimize inclusion strategy
  • We help you identify visible, impactful and sustainable strategies that will move the DEI dial

For Individual Professionals:

DEI-informed Executive Coaching

  • We have industry-trained executive coaches with over 60 years+ financial markets experience offering DEI-informed advice
  • We empower professionals to own their careers, and to be strong, compassionate and authentic leaders  



Wendy Smith, M.A.

Managing Partner

A passionate thought leader in Diversity, Equity and Inclusion (DEI), Wendy brings over 25 years of business strategy and experience to her consulting and DEI-informed executive coaching. Read More


Craig McKay, CFA

Managing Partner

Craig is a successful financial services professional with over 25 years experience. He is a creative business developer who builds strong relationships within companies, clients and external organizations. Read More

Contact Us

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