Building an Inclusive Practice: Strategies for LGBTQ+ Client Engagement

The financial needs of LGBTQ+ individuals and families are diverse and often shaped by unique challenges. This course will equip financial advisors with the tools to create a more welcoming and inclusive practice. This session will explore strategies for incorporating LGBTQ+ inclusivity into financial advising, understanding the specific financial considerations LGBTQ+ clients face, and fostering trust through culturally competent engagement. Attendees will gain actionable steps to ensure their practice reflects the needs of all clients, regardless of gender identity or sexual orientation, while supporting their long-term financial security and equity.

Learning Objectives:

•  Understand the specific financial considerations and challenges faced by LGBTQ+ individuals and families, and apply this understanding to identify areas for inclusive practice adjustments.
• Evaluate the effectiveness of various culturally competent engagement strategies necessary to building trust with LGBTQ+ clients and assess which strategies are most impactful in financial advising.
• Develop a personalized action plan for integrating LGBTQ+ inclusive practices into financial advising services to ensure the long-term financial security of clients

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.