Helping your clients reach their financial goals is the refrain that we hear constantly repeated in the advisory industry. But that's only part of the story. For advisors in this competitive world finding those clients is just as difficult-if not more so. That's why in On Wall Street this month we examine an underserved client market in our cover article, "Same-Sex Couples."
In this feature, contributor Elizabeth Wine brings to life the unique needs of one gay couple, speaking with them, their advisor and other experts. What struck me is how much advice gay and lesbian couples need because federal and state laws differ so much from jurisdiction to jurisdiction. This is a growing market, Wine notes. And we see that financial advisors who take the time to specialize in clients who have unmet and complex needs find both opportunity and success.
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