Ep. 1 - ESG isn’t just “one size fits all”

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.

Gabe Rissman

Episode 1 – James Brewer 

Welcome in to the first episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of  financial advisors who lead with socially responsible and values-based investing. 

Joining us on our first episode is James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth  Planning. Part of James' mission at Envision Wealth Planning is to empower people to make smarter  money choices that are aligned with their values, goals, and passions. He’s been named to the 20 Best  Financial Advisors by Chicago by Expertise in four of the last six years (2017, 2018, 2021, and 2022) and  has a long track record of success in the industry. 

James’ financial literacy work includes contributing to Forbes.com Personal Finance and 401(k),  Investopedia, and his own blogs. He’s been syndicated by CNBC and quoted in Forbes. He has been  called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans  that incorporate and honor each client’s unique values. 

YourStake aims to provide advisors with everything they need to understand ESG issues, analyze  portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to  navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry  who are leading the charge for socially responsible investing practices. 

Each episode, we are joined by experts in the field to hear their stories about what brought them into  the industry, why they are passionate about ESG and values-based investing, and much more. 

Dive in to this episode to hear about: 

• James’ unique story about why he got into ESG (2:00) 

• A different approach to ESG (13:59) 

• ESG isn’t just “one size fits all” (25:34) 

• Countering the myths and preconceptions of ESG (42:26) 

• Helping people understand what ESG actually is (53:26) 

Thank you to James Brewer for joining us in this episode! Be sure to tune back in every other week for a  new episode of YourStake, YourStory and hear another amazing voice in the industry. 

Resources:  

YourStake Website

YourStake, YourStory Podcast Home

Envision Wealth Planning

Are You Unknowingly Investing In Private Prisons? by James Brewer - Forbes Article

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