Using MQ Tools to Create Cultural Inclusivity With Foreign-Born Clients
About the Webinar
The challenges of successfully navigating the United States’ financial system can be especially difficult for recent immigrants, who may be adjusting to significantly different norms, cultural sensitivities, and monetary policies. Join MQ Veteran Partner Jane Mepham, CFP®, as she discusses her own journey as an immigrant and financial advisor to a population seeking help that can be very difficult to find.
Objectives:
- What Advisors miss when working with foreign-born clients
- Differentiate between U.S.-born clients and foreign-born clients
- Using MQ Tools and Resources to bridge the gap
About our Guest
In her pursuit of the American dream, Jane Mepham, CFP® became very frustrated about not knowing who or where to turn for credible personal financial information. This is what led her to start her firm, Elgon Financial Advisors.
Jane designed her fee-only firm to serve successful immigrants and foreign nationals on work visas, looking for advisors who would be culturally sensitive to their backgrounds. Before becoming a financial advisor, she spent over 17 years working in the high-tech field.
She is also the host of the cross-border podcast The International Money Cafe.
Registration Fee
This webinar is FREE for MQ PARTNERS only!