As attention and efforts on diversity, equity and inclusion grow in financial services, you may be wondering what specifically you can (and should) do within your organization.

In this episode, Cait Howerton, MBA, AFC®, CFP® talks us through the evolving language and terminology used in the LGBTQ+ community and how financial services professionals can be more inclusive to LGBTQ+ colleagues and clients. We also discuss gender norms, unconscious biases and Cait walks us through how to review and shift the language you use on forms, documents and websites to be more inclusive.

Links, timestamps and full transcript at https://innovatingadvice.com/post/episode58.

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How Financial Services Can Be More Inclusive to LGBTQ+ Clients and Colleagues with Cait Howerton [Ep58] 47:09 Share

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How Financial Services Can Be More Inclusive to LGBTQ+ Clients and Colleagues with Cait Howerton [Ep58]