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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.
LPL furthers commitment to more inclusive financial services industry
The firm has given its support to the National LGBT Chamber of Commerce and the LGBTQ+ advisor business community.
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.
