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Ep 22: Serving the LGBTQIA Community with Peggy Haslach, CFP®, CLU®
Manage episode 346632466 series 3305155
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: https://pursestrings.co/professional/peggy-haslach-clu-she-her-hers/"
Find a Purse Strings Approved Professional - Click Here
Check out our Facebook Page - Click Here
Join our community of Financially Fearless Women - Private Facebook Group
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
65 قسمت
Manage episode 346632466 series 3305155
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: https://pursestrings.co/professional/peggy-haslach-clu-she-her-hers/"
Find a Purse Strings Approved Professional - Click Here
Check out our Facebook Page - Click Here
Join our community of Financially Fearless Women - Private Facebook Group
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
65 قسمت
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