Episode Details
Back to EpisodesFocused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community
Description
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, talk about how to best serve LGBTQ+ clients and team members, creating a niche practice that aligns with you as a person, and why she believes our profession “needs more pies!”
Specifically, Peggy discusses:
- Why she changed careers and became a financial advisor.
- Critical best practices in serving the LGBTQ+ community.
- The importance of discussing ESG with your entire client base
- Various ways in which firms and their teams can approach DEI effectively.
Resources:
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Peggy Haslach:
- Website: www.thefinitygroup.com
- Company LinkedIn: Finity Group, LLC ®
- Personal LinkedIn: Peggy Haslach, CFP®,CLU®
- Email: peggy.haslach@thefinitygroup.com
About Our Guest:
Peggy Haslach, CFP, CLU is a Financial Advisor with The Finity Group. Peggy has built her practice working with female practice (veterinarians, doctors, and attorneys) and small business owners. At age 53 she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ.
Peggy is a lifelong athlete. She was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. As an athlete, trainer and coach, Peggy uses a coach’