Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]
The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute
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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.
