Advisors Share 5 Ideas to Make Onboarding More Inclusive
eMoney Advisor
JUNE 8, 2023
This could be as simple as asking whether there is anything they want you to know about their pronouns and name in your meeting request form so it’s easy for them to communicate how they want to be recognized. “I For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s Sources: 1.
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