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Advisor Insights

8 Key Steps to Provide Better Advice to Latino Clients

Opening your firm to a more diverse client base starts with education.

Get Morningstar's essential reading for financial professionals in Advisor Digest. Editor's note: One quick point on terminology: While we are using Latino in this article, you might have clients who identify as Hispanic or Latinx. If it's relevant to a conversation, it is worth asking if they have a preference.

I jokingly tell my clients that I started my financial planning career when I was 8 years old.