Episode 8 – Serving the Unique Needs of LGBTQ Clients

The Exceptional Advisor Podcast - A podcast by Investments & Wealth Institute

Categories:

Business

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the law and mediation offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.