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:
Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people!
Resources:
Top Advisor Marketing | Young & Scrappy | Michelle Waymire on Instagram | The Young Scrappy Money Podcast | Unsplash | Pexels | LGBTQ+ terms and definitions | A Guide to Being an Ally to Transgender and Nonbinary Youth| Inclusive Services for LGBT Older Adults: A Practical Guide to Creating Welcoming Agencies | A Guide to Gender Pronouns | Questionable Questions About Transgender Identity
Brought to you by: iris.xyz
Episode 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
12 Days of Marketing - Goal Setting
12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
12 Days of Marketing - Why Do a Plan?
Ep 127 - Getting Holiday Social with Kaley Lewis
Ep 126 - Being a Category of One with Joe Calloway
Ep 125 - Hosting a Successful Seminar with Mike Thurman
Ep 124 - The Value of Tech Integration with Kristen Schmidt
Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
eCommerce Fastlane: Shopify Experts Share Strategies for Acquisition, Conversion, Retention | Grow Your Shopify Store with DTC Marketing Tips