Be Authentic and Find the Common Thread
Everyone can benefit from financial planning services —regardless of race, gender, or any other differentiator.
In this episode of “Around the Table,”LPL leaders and financial advisors discuss using this common thread to reach and serve diverse communities. Their discussion doesn’t stop there, though.
Watch the complete episode for their perspectives and guidance on how embracing diversity and inclusion can help you reach and serve clients from a wider range of backgrounds and communities. Learn why being true and genuine is an important ingredient in these conversations.