We are a guiding voice in the industry for how advisors and individuals can connect money and meaning. We spoke with Bob Powell about how Seeds is changing the conversation, the ESG evolution, current events, and why independent advisors have an advantage in personalizing relationships for clients. Checkout the latest episode of the Callaway Climate Insights Podcast here
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Seeds is a software platform for financial advisors to better assess investor needs and values and to automatically deliver customized portfolios that align. Use Seeds to attract new clients, deepen existing relationships and grow your business for the future.
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How Financial Advisors Can Have Better Values-aligned Investing Conversations with Clients: Seeds Featured on the Callaway Climate Insights Podcast
March 3, 2021
0 min read