UNITY™

Statistically speaking, underrepresented Financial Service Professionals tend to receive a lot less resources, and connections—less than 2% of female founders have achieved more than 7 figures in revenue. There are lots of theories as to why, but I’d argue it’s because so much of the modern business system was built by and for white men. Trying to find connections within a community that looked like me and shared my values, all while simultaneously trying to grow a business was really challenging.

Females and Finance is proud to work closely with our UNITY™ Executive Advisor, Peggy Haslach, CFP®,CLU® of The Finity Group to provide guidance around the necessary Roundtable Topics, Advisor Courses, webinars, speakers, and more when it comes to supporting the LGBTQ+ Financial Service Professional as well as the allies who champion those efforts. 

Feel free to connect with Peggy on our UNITY™ Program or any other LGBTQ+ need in the financial services profession.

RESOURCES TO HELP