Sara Grillo

Tips for building a trans-friendly financial advisor practice


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I have to admit, I didn’t know much about transgender people before making this podcast. But I’m glad I took the time to learn, because it has opened up a whole new perspective for me about how to treat people who assume a different gender identity than the one they were assigned at birth. In … Tips for building a trans-friendly financial advisor practice Read More »
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Sara GrilloBy Sara Grillo

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