On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum.

Having been diagnosed with Autism Spectrum Disorder (ASD), Andrew understood firsthand the finance-related challenges those with autism face.  Andrew has been a longtime advocate for autism awareness in the finance industry and as a Certified Financial Planner and Certified Neurodiversity Professional, he helps the special needs community gain financial security and freedom for their future.

Andrew talks with Jamie and Ana about why raising awareness about neurodiversity is critical, and how advisors can help the underserved autism community.

“The goal from any diversity and inclusion initiatives is there should be no diversity and inclusion initiatives. In an ideal world, what’s good for anyone who’s considered diverse should be good for everyone, too. In theory, there should be no initiatives, right? Because everyone should be included. You shouldn’t treat somebody differently.” ~ @Andrew_Komarow

Main Takeaways

  • Neurodiversity shouldn’t be a hindrance for anyone trying to achieve financial independence.
  • Inclusion doesn’t mean treating someone differently. In essence, it demands respect and fair treatment for everyone.
  • Professional designations are great in helping you advance in your career, but they need further improvement. Education about inclusion and how to better serve minorities as advisors is critical.
  • If you’re serving a community, immerse yourself and get to know them. It will help you gain more knowledge and create the best investing strategy.
  • The last thing you want to do is make assumptions about someone’s needs. Educating advisors about the everyday life of neurodiverse people is vital if they want to give the best to their clients.

Links and Important Mentions

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