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The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+ clients’ unique planning needs and how to create a safe environment for different identities?
Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who serves young folx and the LGBTQ+ community. Michelle shares how advisors can respectfully ask clients how they identify, what conversations to have with LGBTQ+ clients before you start planning, and what marketing strategies she uses to attract this niche.
In this episode, you will learn:
Why Michelle chose to serve young people and the LGBTQ+ community
How working with the LGBTQ+ community differs from serving other niches
Ways to make your advisor website more inclusive
How Michelle stays profitable while working with young people
Questions to ask LGBTQ+ clients before you start the planning work
Michelle’s routine for planning Instagram content that is consistent, themed, and relevant
The importance of understanding gender pronouns and how to ask a prospect which pronouns they use
And more!
Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people!
Resources:
Top Advisor Marketing | Young & Scrappy | Michelle Waymire on Instagram | The Young Scrappy Money Podcast | Unsplash | Pexels | LGBTQ+ terms and definitions | A Guide to Being an Ally to Transgender and Nonbinary Youth| Inclusive Services for LGBT Older Adults: A Practical Guide to Creating Welcoming Agencies | A Guide to Gender Pronouns | Questionable Questions About Transgender Identity
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