Advising Clients for the Long Term during the Pandemic
April 9, 2020 | EP. 76 | Diversity, ESG Strategies, Family Offices, Gender Lens Investing, Legacy Planning, LGBTQ, LPL FinancialLaura J. LaTourette, CFP, Family Wealth Management Group
LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.