Meet the RIA: CI RegentAtlantic Private Wealth

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  • 17 mins 55 secs
Seven out of ten LGBTQ+ Americans report that they would be more comfortable with an advisor who is part of the community or a vocal ally. RegentAtlantic Wealth Advisors Barbara Bilello and Lisa Neira, CFP® share how their firm is serving this community, important considerations when working with LGBTQ+ clients, and ways that RIAs can improve on equity and inclusion.
Channel: RIA TV
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