How to Create a Safe and Welcoming Space for LGBTQ+ Clients

The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+  clients’ unique planning needs and how to create a safe environment for different identities?

Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who serves young folx and the LGBTQ+ community. Michelle shares how advisors can respectfully ask clients how they identify, what conversations to have with LGBTQ+ clients before you start planning, and what marketing strategies she uses to attract this niche.

In this episode, you will learn:  

  • Why Michelle chose to serve young people and the LGBTQ+ community 
  • How working with the LGBTQ+ community differs from serving other niches
  • Ways to make your advisor website more inclusive
  • How Michelle stays profitable while working with young people 
  • Questions to ask LGBTQ+ clients before you start the planning work
  • Michelle’s routine for planning Instagram content that is consistent, themed, and relevant
  • The importance of understanding gender pronouns and how to ask a prospect which pronouns they use
  • And more!

Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people! 

Related: 8 Ways to Gain Competitive Advantage in Your Advisory