Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered‪]‬ The Exceptional Advisor Podcast

 
 



In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.