Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]

    In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.