Episode 8 – Serving the Unique Needs of LGBTQ Clients
The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute
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Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the law and mediation offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.
