The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
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The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
Creating an Inclusive Financial Planning Practice with Jake Nuno
Heart of Advice Podcast, Presented by eMoney
36 minutes 57 seconds
1 year ago
Creating an Inclusive Financial Planning Practice with Jake Nuno
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financial services industry.
In episode 4 of the Heart of Advice Podcast, we chat with LGBTQ+ financial planner Jake Nuno, MS, CFP®, EA, about what makes LGBTQ financial planning different, what planners need to know to serve clients better, and what resources are available to make financial planning more inclusive.
Explore more ways to make your financial planning practice more inclusive here: https://emoneyadvisor.com/candid-conversations-lgbtq-tips
Heart of Advice Podcast, Presented by eMoney
The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.