LGBTQ Inclusion in the Financial Planning Profession
Nov 27, 2018•1 hr 5 min•Season 2Ep. 6
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Episode description
Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about LGBTQ inclusivity as an ally.
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