How Advisors Can Better Serve LGBTQ+ Clients
June 26, 2023 at 15:50 PM EDT
Evan Harp sat down with financial advisor Ramona Maior. Maior reflected on how financial advisors can better serve LGBTQ+ clients. She offered a number of quick and useful tips for advisors. Evan Harp: What is the biggest challenge financial advisors have when it comes to how they handle LGBTQ+ clients and their issues? Ramona Maior: [...] The post How Advisors Can Better Serve LGBTQ+ Clients appeared first on ETF Trends .
