Artwork

Το περιεχόμενο παρέχεται από το Emlen Miles-Mattingly. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emlen Miles-Mattingly ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Player FM - Εφαρμογή podcast
Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !

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

41:32
 
Μοίρασέ το
 

Manage episode 332699602 series 2835952
Το περιεχόμενο παρέχεται από το Emlen Miles-Mattingly. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emlen Miles-Mattingly ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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:

>> Why we need organizations like the Rainbow Network

>> Reception from the LGBTQ+ community

>> What diversity and inclusion mean to Ramona and Laura

>> Mental health and money

>> Ramona and Laura’s thoughts on ESG

>> What inspires Ramona and Laura to grow and lead

Connect with Laura and Ramona:

>> Website: https://www.familywmg.com/

>> Website: https://www.cfp.net/

>> Twitter: https://twitter.com/LauraLaTourette

>> Twitter: https://twitter.com/RamonaCFP

>> LinkedIn: https://www.linkedin.com/in/llatourette/

>> LinkedIn: https://www.linkedin.com/in/ramona-maior/

If you loved this episode, you have to listen to these episodes as well:

>> Episode 153: Happy Juneteenth and Father's Day 2022!

>> Episode 131: Creating Change Through Representation with Ana Trujillo Limón

>> 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.

  continue reading

184 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 332699602 series 2835952
Το περιεχόμενο παρέχεται από το Emlen Miles-Mattingly. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emlen Miles-Mattingly ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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:

>> Why we need organizations like the Rainbow Network

>> Reception from the LGBTQ+ community

>> What diversity and inclusion mean to Ramona and Laura

>> Mental health and money

>> Ramona and Laura’s thoughts on ESG

>> What inspires Ramona and Laura to grow and lead

Connect with Laura and Ramona:

>> Website: https://www.familywmg.com/

>> Website: https://www.cfp.net/

>> Twitter: https://twitter.com/LauraLaTourette

>> Twitter: https://twitter.com/RamonaCFP

>> LinkedIn: https://www.linkedin.com/in/llatourette/

>> LinkedIn: https://www.linkedin.com/in/ramona-maior/

If you loved this episode, you have to listen to these episodes as well:

>> Episode 153: Happy Juneteenth and Father's Day 2022!

>> Episode 131: Creating Change Through Representation with Ana Trujillo Limón

>> 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.

  continue reading

184 επεισόδια

All episodes

×
 
Loading …

Καλώς ήλθατε στο Player FM!

Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.

 

Οδηγός γρήγορης αναφοράς