124. What to ask a financial planner if you want them to consider your societal values

Progressive Pockets

Are you passionate about having a positive impact in the world but unsure how to incorporate that into your financial strategy? In this episode, we'll explore how to have a thoughtful conversation with your financial advisor about aligning your investments with your social impact goals.

You'll learn:

• The key questions to ask your advisor to understand their knowledge and approach to socially responsible investing. This will help you assess if they are up-to-date on the latest trends and strategies in this rapidly growing field.
• How to clearly communicate your specific values and priorities around issues like the environment, social justice, corporate governance, etc. Being able to articulate your values will allow your advisor to better understand your goals and help you build an appropriate portfolio.

Investing with intention is one of the most powerful ways to drive positive change. But it starts with having an open and honest dialogue with your financial advisor. Tune in to gain the tools and confidence you need to make your money matter in a way that aligns with your principles.

Links from today’s episode:

3 Questions Investors with Social Justice Values Should Ask Their Advisor. Adasina Social Capital May 2023

https://adasina.com/3-questions-investors-with-social-justice-values-should-ask-their-advisor/

ICYMI another episode you might enjoy:

Episode#108 Pros and Cons of ESG investing (recorded before the 2024 rebranding of this show)

Connect With Genet “GG” Gimja:

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