Financial Advisors Can Better Serve LGBTQ Clients. Here's How

Serving LGBTQ clients has become a growing niche in wealth management, with organizations like CFP Board and XY Planning Network helping clients find LGBTQ-specialized planners. Nearly 3 out of 4 LGBTQ investors prefer working with planners who identify as LGBTQ themselves, according to a 2023 CFP Board survey.

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