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
Connect with us!
Resources
- Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns.
- Subscribe to our newsletter to receive financial tips delivered weekly here!
- Explore our free guides to help you on your financial journey
Popular Podcasts
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.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.