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