Join Peggy Haslach, financial advisor at The Finity Group, as she shares valuable insights on serving LGBTQ+ clients and creating a niche practice that aligns with your values.
| Peggy Haslach FA of The Finity Group |
| | Peggy Haslach, financial advisor at The Finity Group, talks about how to best serve LGBTQ+ clients and team members, creating a niche practice that aligns with you as a person, and why she believes our profession “needs more pies!" |
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| Heather Fortner, CEO of SignatureFD, talks about the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture. |
| | Heather Fortner CEO of SignatureFD |
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| Trap Kloman COO of Commonwealth Financial Network |
| | Trap Kloman, the president and COO of Commonwealth Financial Network, discusses strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively. |
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| Lazetta Braxton, co-CEO of 2050 Wealth Partners, talks about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor,” and why we all need to pay attention to Gen Z. |
| | Lazetta Braxton CEO of 2050 Wealth Partners |
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