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‘It’s about being efficient, not keeping up with the gay Joneses’
Advisor, who has developed a successful niche working with LGBTQ-plus clients, addresses stereotypes, homophobia, and the impact of the AIDS crisis.
Building a planning niche among the gay community requires a nimble perspective
Women Adviser Summit panelists say the financial planning industry needs more advisers focusing on the LGBTQ-plus community.
