Finding Balance Between Your Clients' Financial Goals and Values: Seeds Featured on the Advisor Lab

Finding Balance Between Your Clients' Financial Goals and Values: Seeds Featured on the Advisor Lab

March 16, 2021
0 min read

As advisors continue to embrace being a more holistic financial coach, aligning their clients' personal values with financial goals is becoming a more frequent conversation. Kristen O'Grady, COO and Head of Product at Seeds, talks with Alex Cavalieri, Co-founder of Seven Group and Managing Director, Head of Marketing & Strategy at CION, on the Advisor Lab Podcast.

We covered:

-What value-aligned investing means
-How ESG is changing the advisor-investor relationship
-What advisors can do to be proactive about the conversation

Listen here

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