LGBTQ – The Flexible Advisor

Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

By The Flexible Advisor | April 16, 2021

The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs.

In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of the FPA’s Pride Planners and how it is helping advisory firms create more inclusive environments for LGBTQ employees and clients.

In this episode, you will learn:

How the FPA is working to change the financial planning landscape
The ways different generations can learn from one another
Why an inclusive workplace can support talent retention and client acquisition
What companies should be doing to assist the new generation of advisors
And more!

Tune in to discover how the new generation of advisors is going to change the industry — and what employers should be doing to help them along the way!

____

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Joseph Stemmle | FPA NexGen | FPA Diversity and Inclusion | FPA Chapters

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com. Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.