Join us on an exciting journey through the world of financial services and values-based investment in our dynamic podcast! Dive deep into our personal stories as we unveil the secrets behind our initial investment portfolios and the driving forces behind them. Discover how our firm's fervor for values-based investment ignited and the thrilling challenges we encounter in harmonizing this ethos with delivering unparalleled client satisfaction.

But that's not all! We'll also unveil invaluable resources for advisors eager to delve into the realm of values-based investing, including cutting-edge platforms like Pomarium. And brace yourself for an enlightening exploration of how clients navigate the landscape of values-based investment when seeking our expert guidance, as we uncover their common concerns and decision-making dynamics.

Get ready to be inspired, informed, and empowered from this episode of our podcast!

2:45 - Journey into Financial Services: How Did You Start?
9:30 - First Investment Portfolios: Strategies and Motivations
17:30- The Passion Behind Values-Based Investment at Your Firm
23:15 - Balancing Values Investing with Exceptional Client Experience
31:45 - How Advisors Can Learn More About Pomarium
33:15 - Guiding Clients on Values-Based Investment Approaches

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