Build Your Expertise in LGBTQ+ Planning

Creating an Atmosphere of Inclusion

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LGBTQ+ Americans are the fastest-growing minority segment in the U.S. at 7 percent of adults—and their planning needs are unique.1 In fact, 63 percent of people in this community feel most advisors don't understand their financial challenges.2

If you'd like to build strong relationships with LGBTQ+ clients, the Candid Conversations: LGBTQ+ Planning guide is for you. This eBook combines experienced advisors' insight with principles of counseling and financial psychology to help people find a welcoming space to talk about money.

This Candid Conversations guide will help you:

  • Understand the milestones you can help plan for
  • Explore strategies and solutions that can personalize planning
  • Learn simple techniques to deepen client conversations

Download our free eBook for insight into a more inclusive approach to financial planning.

1Gallup, “U.S. LGBT Identification Steady at 7.2%," February 22, 2023.
2Nationwide Retirement Institute. “LGBTQ Finances Flash Poll," June 1, 2022.

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