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It’s That “ESG Thing” (Again)

I recently made my first impact investment. It’s a gender equality ETF that invests in companies with women represented at the highest levels of corporate leadership. Although at the time I had my doubts, a year and a half later the investment has done well and I’m feeling good about supporting a cause I feel passionate about.

All of this has got me curious about that “ESG Thing.” So I asked Sterling Shea, Global Head of Wealth & Asset Management at Dow Jones, to join me and shed some light on it.

You’ll hear answers to these questions:

  • So, SRI, ESG, impact investing. What do all the buzzwords mean?
  • What is the latest academic research saying about the tradeoff between purpose and performance? Is there one?
  • Do you see high net worth and UHNW families demanding this in the future? Are they now?
  • How can advisors learn more about this?

For more information about Invest in Others, the financial advisor charity mentioned in this show, visit this page.

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One week after KF. Now what?

Join my LinkedIn group called “Diversity at the Podium”. We support taking ACTION to get more women, minorities, and (in general) more diversity in keynote speaking. The objectives of this group are 1) to match keynote speakers with speaking opps and 2) to exchange ideas about how to get more diversity at keynote speeches and conferences.

Join here.

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Weird, yet good, idea

Those you perceive to be the competition have more to offer you than any thought leader.

** To join the my membership and become part of the financial advisor community discussed here, as well as receive access to my exclusive social media training content and monthly webinar, please click here!

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Oh, so you work with business owners?

Saying “I work with business owners” on your LinkedIn profile is like saying, “I wear clothes.” Can you be any vaguer?

To join the Sara Grillo Membership, please click here.

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The Two Sentence Rule. Try it today.

Want to grow your practice? Try shutting up.

**To join the membership and receive access to the exclusive LinkedIn messaging content that I mention in this podcast, please click here.

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Leading Your Own Independence

There’s one very simple exercise you should be doing and within it lies the path to independence.

To join the Sara Grillo Membership, please click here.

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Sick of these BS Conferences

You have now entered The Conference Zone, a dimension as vast as it is phony and as timeless as it is vapid. It’s no exaggeration than these events are more like something out of a science fiction novel, a hyper-imagined reality created by overzealous marketing people (like me).

I’m so sick of these BS financial advisor conferences. In today’s show I’m joined by Paul Armson who has come up with a better model and he’s going to tell us about it – and more!

Resources mentioned:

BACK2Y – The Lifestyle Financial Planning Conference 
Inspiring Advisers – The Lifestyle Financial Planning Online Training Programme

5 short videos which explain the difference between Lifestyle Financial Planning’, Financial Planning and plain old Financial Advice https://www.pfspower.org/paul-armson

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Cracking the Code of the Sudden Wealth Client

Does your website say this: I help affluent individuals and families, business owners, and people who have suddenly come into wealth.

Sounds like a good line, right?

But are you really a specialist in helping people through change? Are you really? Have you studied it?

Do you really understand the psychology of the suddenly rich person?

Change is uncomfortable, confusing, and needing to be managed whether or not it’s a good thing.

In this show with Susan Bradley, Founder of the Financial Transitionist Institute, you will learn about the stages of transition and what you need to do to get into the mind of the sudden wealth client.

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Let’s Get Past the Lip Service on Getting More Women into Finance

I was honored to speak with Dorothy Hinchcliff, Director of the Invest In Women conference and Executive Editor of Financial Advisor magazine, to talk about the real story. How can we get more women into finance?

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I Want Your Feedback On My Podcast (Please)

For those of you who have been so kind to listen to my podcast, thank you and please let me know how I can better help you solve problems in your business. Survey below:

https://www.surveymonkey.com/r/DHFLR6C