Jul 26, 2017
In this episode, we look at the unique financial challenges facing same-sex couples and how as an advisor, you can be better prepared to serve a non-traditional set of life circumstances. Of course, working with same-sex clients is largely no different than working with any other group of clients, but in order to properly serve this community, advisors should understand the mindset, key issues, and changing laws and policies that directly impact their money and wealth. In this episode, you’ll take away some great action ideas no matter what type of clients you serve. Our expert guest is Julia Peloso-Barnes, a Wealth Advisor with Morgan Stanley Wealth Management and an Accredited Domestic Partner Advisor. She specializes in working with same-sex couples.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/managing-wealth-for-same-sex-couples/.