Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1)

 

On June 27th, The UHNW Institute hosted the first installment of our forward-thinking educational series focused on enhancing advisors’ skills in addressing LGBTQ+ and nonbinary family issues. The webinar— Building Advisory Skills with Nontraditional Clients and Their Families: How to Approach LGBTQ+ Issues with Sensitivity and Courage —provided meaningful takeaways for wealth advisors serving this significant client demographic, and is essential viewing for advisors committed to inclusive and comprehensive client service.

Key topics covered included:

·      Overview of challenges and resources in advising LGBTQ+ families

·      Exploration of nontraditional issues across the Ten Domains

·      Strategies for building awareness and skills to serve LGBTQ+ clients effectively

The full video replay is available for UHNWI members in the Resource Library here and on the event’s dedicated member portal page here. If you’re not a member and want to learn more about The Institute, please click here.

We extend sincere gratitude to our speakers:

Jim Grubman, Owner, Family Wealth Consulting

Tim Volk, Founder and Principal, T.Volk & Company

Sam van Kalkeren, Director of Aging Services, O’Connor Professional Group