Laura LaTourette
Founder of Family Wealth Management Group, a hybrid advisory firm serving primarily LGBTQ clients; experienced financial planner who has built a $45M AUM practice and advocates for LGBTQ inclusion in financial services.
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Oct 29, 2019 • 1h 55min
Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer with Laura LaTourette
Laura LaTourette, founder of Family Wealth Management Group and LGBTQ-focused financial planner, built a $45M AUM practice serving primarily LGBTQ clients. She talks about coming out professionally, signaling inclusion through website and certification, hiring a CEO to scale, recruiting younger LGBTQ advisors, and a planning-first, multi-meeting client process.
