Laura LaTourette's guest appearances

Laura LaTourette

Financial Advisor Success

Minority Money

Anjali Jariwala

Shawn Tydlaska

Scott Frank

George Kinder

Sarah Fallaw

Carl Richards

Rachel Robasciotti

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Brian Portnoy

Dan Egan

Ric Edelman

OwlTail

Ramona Maior

Welcome back to the Minority Money Podcast! Continuing our celebration of Pride Month, I’ve invited over Laura LaTourette(she/her) and Ramona Maior(she/her) of Family Wealth Management Group. In this episode, we’ll dive right into how companies like the Rainbow Network and Onyx try to make sure that the industry remains progressive as they cater to clients who align their values with their investments! While Pride Month comes to an end, the fight for diversity, equality, and inclusion is still far from over. As minorities and members of the LGBTQ+ that continue to face discrimination across societies and industries, we must band together as a community, uplift one another, and fight for our space in the world - especially in these particularly tumultuous times. Highlights: &gt;&gt; Why we need organizations like the Rainbow Network &gt;&gt; Reception from the LGBTQ+ community &gt;&gt; What diversity and inclusion mean to Ramona and Laura &gt;&gt; Mental health and money &gt;&gt; Ramona and Laura’s thoughts on ESG &gt;&gt; What inspires Ramona and Laura to grow and lead  Connect with Laura and Ramona: &gt;&gt; Website: https://www.familywmg.com/  &gt;&gt; Website: https://www.cfp.net/  &gt;&gt; Twitter: https://twitter.com/LauraLaTourette &gt;&gt; Twitter: https://twitter.com/RamonaCFP &gt;&gt; LinkedIn: https://www.linkedin.com/in/llatourette/ &gt;&gt; LinkedIn: https://www.linkedin.com/in/ramona-maior/  If you loved this episode, you have to listen to these episodes as well:  &gt;&gt; Episode 153: Happy Juneteenth and Father's Day 2022! &gt;&gt; Episode 131: Creating Change Through Representation with Ana Trujillo Limón &gt;&gt; Episode 86: Building Dreams through Business with Hope Newsome    I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.   ********** Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)  Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.

Welcome back to the Minority Money Podcast! Continuing our celebration of Pride Month, I’ve invited over Laura LaTourette(she/her) and Ramona Maior(she/her) of Family Wealth Management Group. In this episode, we’ll dive right into how companies like the Rainbow Network and Onyx try to make sure that the industry remains progressive as they cater to clients who align their values with their investments! While Pride Month comes to an end, the fight for diversity, equality, and inclusion is still far from over. As minorities and members of the LGBTQ+ that continue to face discrimination across societies and industries, we must band together as a community, uplift one another, and fight for our space in the world - especially in these particularly tumultuous times. Highlights: &gt;&gt; Why we need organizations like the Rainbow Network &gt;&gt; Reception from the LGBTQ+ community &gt;&gt; What diversity and inclusion mean to Ramona and Laura &gt;&gt; Mental health and money &gt;&gt; Ramona and Laura’s thoughts on ESG &gt;&gt; What inspires Ramona and Laura to grow and lead  Connect with Laura and Ramona: &gt;&gt; Website: <a href="https://www.familywmg.com/" rel="noopener noreferrer nofollow" target="_blank">https://www.familywmg.com/</a> &gt;&gt; Website: <a href="https://www.cfp.net/" rel="noopener noreferrer nofollow" target="_blank">https://www.cfp.net/</a> &gt;&gt; Twitter: <a href="https://twitter.com/LauraLaTourette" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/LauraLaTourette</a> &gt;&gt; Twitter: <a href="https://twitter.com/RamonaCFP" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/RamonaCFP</a> &gt;&gt; LinkedIn: <a href="https://www.linkedin.com/in/llatourette/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/llatourette/</a> &gt;&gt; LinkedIn: <a href="https://www.linkedin.com/in/ramona-maior/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/ramona-maior/</a> If you loved this episode, you have to listen to these episodes as well:  &gt;&gt; <a href="https://minority-money.captivate.fm/episode/happy-juneteenth-and-fathers-day-2022" rel="noopener noreferrer nofollow" target="_blank">Episode 153: Happy Juneteenth and Father's Day 2022!</a> &gt;&gt; <a href="https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon" rel="noopener noreferrer nofollow" target="_blank">Episode 131: Creating Change Through Representation with Ana Trujillo Limón</a> &gt;&gt; <a href="https://minority-money.captivate.fm/episode/building-dreams-through-business-with-hope-newsome" rel="noopener noreferrer nofollow" target="_blank">Episode 86: Building Dreams through Business with Hope Newsome</a>  I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (<a href="https://apple.co/3jN77Mv" rel="noopener noreferrer nofollow" target="_blank">https://apple.co/3jN77Mv</a>), Spotify (<a href="https://spoti.fi/3jParH0" rel="noopener noreferrer nofollow" target="_blank">https://spoti.fi/3jParH0</a>), Google Podcasts (<a href="https://bit.ly/3n3i8vb" rel="noopener noreferrer nofollow" target="_blank">https://bit.ly/3n3i8vb</a>), or on your favorite podcast app and SHARE THIS 👉 (<a href="https://bit.ly/3l18yWQ" rel="noopener noreferrer nofollow" target="_blank">https://bit.ly/3l18yWQ</a>) with a friend. ********** Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (<a href="https://bit.ly/3jO4cmF" rel="noopener noreferrer nofollow" target="_blank">https://bit.ly/3jO4cmF</a>)  Want to chat with a fee-only financial planner? Shoot me an email at <a href="mailto:emlen@minoritymoneypodcast.com" rel="noopener noreferrer">emlen@minoritymoneypodcast.com</a>  Can't wait to meet you.

Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®

Laura LaTourette is the founder of Family Wealth Management Group, a hybrid advisory firm that oversees $45 million of assets under management for 86 client households. Today Laura joins the show to share how she has built her firm to work primarily with the LGBTQ community and how she found the right time to come out to her broker-dealer.  Listen in as we discuss her financial planning process, which includes four planning meetings with every new client. You’ll learn how she refined her website and her data gathering form to speak to her niche, why she recently hired a CEO for her firm, and more. For show notes and more visit: https://www.kitces.com/148 

Laura LaTourette is the founder of Family Wealth Management Group, a hybrid advisory firm that oversees $45 million of assets under management for 86 client households. Today Laura joins the show to share how she has built her firm to work primarily with the LGBTQ community and how she found the right time to come out to her broker-dealer. Listen in as we discuss her financial planning process, which includes four planning meetings with every new client. You’ll learn how she refined her website and her data gathering form to speak to her niche, why she recently hired a CEO for her firm, and more. For show notes and more visit: <a href="https://www.kitces.com/148" rel="nofollow" target="_blank">https://www.kitces.com/148</a>

Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer with Laura LaTourette