Ep. 8 - Why you ought to talk about societal issues with your money manager

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.

Gabe Rissman

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what their beliefs mean is key to avoiding buzzwords and get to the root issues they're driving to invest towards and divest from.

About YourStake Your Story:

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.

Resources:

Continue reading

AI is changing what Financial Advisors will look like in 5 years, here's why.
Practice Management

AI is changing what Financial Advisors will look like in 5 years, here's why.

Most Advisors I talk with recognize that some change is coming with AI, but don’t yet have clear pictures of what the next 5 months, let alone 5 years will look like. Here's my take.
7 Top Reasons Why Financial Advisors Should Offer Values-Aligned Investing to Their Clients
Practice Management

7 Top Reasons Why Financial Advisors Should Offer Values-Aligned Investing to Their Clients

Discover the powerful benefits of values-based investing for financial advisors and their clients. Learn why it's important to build client trust by helping them invest in alignment with their beliefs.
We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI
In the news

We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI

Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system. 
Get news and insights from our expert team.
Visit Blog

Search

Enter keywords and click search.