8 Key Steps to Provide Better Advice to Latino Clients

Are you looking for a firm that understands your unique needs? Recently, our Wealth Advisor Catalina Franco-Cicero, MS, CFP® shared her expertise with Morningstar about the importance of educating yourself and learning about the culture of your clients.

In the article, Catalina shares how the experiences of a client can shape their perspective and decisions. “…Opening your firm to a more diverse client base (not to mention, employees) starts with education.” Catalina played a pivotal role in her family’s transition to the U.S. and its financial system. This experience, along with her interaction with clients of diverse backgrounds, give her a unique understanding of the cultures, values and goals that may shape how clients feel about money and investing.

To read Catalina’s insights, click here.