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.

On your keyboard tap enter to search or esc to close