Focused on the Future: Peggy Haslach on How Financial Advisors Can Best Serve the LGBTQ+ Community
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In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, 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!”
Specifically, Peggy discusses:
- Why she changed careers and became a financial advisor.
- Critical best practices in serving the LGBTQ+ community.
- The importance of discussing ESG with your entire client base
- Various ways in which firms and their teams can approach DEI effectively.
Resources:
- Females and Finance | Home Page
Connect With Suzanne Siracuse:
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: [email protected]
Connect With Peggy Haslach:
- Website: www.thefinitygroup.com
- Company LinkedIn: Finity Group, LLC ®
- Personal LinkedIn: Peggy Haslach, CFP®,CLU®
- Email: [email protected]
About Our Guest:
Peggy Haslach, CFP, CLU is a Financial Advisor with The Finity Group. Peggy has built her practice working with female practice (veterinarians, doctors, and attorneys) and small business owners. At age 53 she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ.
Peggy is a lifelong athlete. She was a High school All American Swimmer and a member of the Women’s National Waterpolo Team. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. Peggy has also earned her both her CERTIFIED FINANCIAL PLANNER ™ ( CFP®) and Chartered Life Underwriter ® (CLU®) designations. Peggy is a member of The Finity Group’s Diversity, Equality and Inclusion Committee and was honored as a Rising Star at the 2022 InvestmentNews Diversity, Equity, & Inclusion Awards for her work promoting Diversity, Equity and Inclusion in the financial services industry.
Peggy and her wife Desiree live in Sumner, Washington with their 4 Border Collies.
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Originally posted on: https://www.wealthmanagement.com/client-relations/focused-future-peggy-haslach-how-financial-advisors-can-best-serve-lgbtq-community