eBook
Candid Conversations: LGBTQ+ Planning
Creating an Atmosphere of Inclusion
LGBTQ+ Americans are the fastest-growing minority segment in the U.S. at 7 percent of adults—and their planning needs are unique.1 In fact, 63 percent of people in this community feel most advisors don’t understand their financial challenges.2
If you’d like to build strong relationships with LGBTQ+ clients, the Candid Conversations: LGBTQ+ Planning guide is for you. This eBook combines experienced advisors’ insight with principles of counseling and financial psychology to help people find a welcoming space to talk about money.
This Candid Conversations guide will help you:
- Understand the milestones you can help plan for
- Explore strategies and solutions that can personalize planning
- Learn simple techniques to deepen client conversations
Download our free eBook for insight into a more inclusive approach to financial planning.
1Gallup, “U.S. LGBT Identification Steady at 7.2%,” February 22, 2023.
2Nationwide Retirement Institute. “LGBTQ Finances Flash Poll,” June 1, 2022.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
