Waterman also said being active in the community has been key to growing his business and getting referrals.
“You can notice right off the bat who you’re talking to and if they’re gay, and whether they are familiar with the community,” said Waterman. “We tend to go after our own people – people who are in the community and who are active in the community. In Investors Group we have three or four people who are in the community and are trained financial advisors.”
Waterman says there is little difference in the financial services provided to LGBT couples or hetrosexual partners. Maier, however, has found there can be certain differences.
“In a relationship where you have two women, and this is my experience, one of the things that I have come across is that they will assign roles to each other for matters of practicality,” said Maier. “After the birth of a child, one women will often assume the role that has been traditionally been that of the male: that means the financial responsibility of the household is now on your shoulders and you need to be the one who pays all of the bills and puts all of the money in the household.”
Continued on p.3