All Episodes

November 10, 2022 32 min

Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry.

In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change.

We will explore the following and much more: 

·       How Peggy got started serving the LGBTQIA community. (2:44)

·       Who you should “work with someone who is an expert in you”. (8:07)

·       The needs of families are changing, and advisors need to keep up with these changes. (14:39)


Resources:

Learn more about our guest: https://pursestrings.co/professional/peggy-haslach-clu-she-her-hers/"

Find a Purse Strings Approved Professional - Click Here

Check out our Facebook Page - Click Here

Join our community of Financially  Fearless Women - Private Facebook Group


Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
Crime Junkie

Crime Junkie

If you can never get enough true crime... Congratulations, you’ve found your people.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

For You

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2023 iHeartMedia, Inc.