Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry.
In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change.
We will explore the following and much more:
· How Peggy got started serving the LGBTQIA community. (2:44)
· Who you should “work with someone who is an expert in you”. (8:07)
· The needs of families are changing, and advisors need to keep up with these changes. (14:39)
Resources:
Learn more about our guest Peggy Haslach CFP®,CLU®
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