We are all human. Everyone deserves access to financial advice and Marci Bair and Victor Orozco, are making sure that happens at their firm.
In this episode, see how Bair Financial Planning’s transparency around equality and acceptance is helping the LGBTQ community seek the financial advice they need to live life on their terms without biases, judgment, or prejudices.
Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.