Financial Advisor's Workshop with Brian Kasal #37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives w/ Nick Cantrell - Founder and Wealth Advisor at Green Future Wealth Management
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Nick Cantrell (https://www.greenfuturewealth.com/) founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments.
In this episode Brian and Nick discuss:
- Helping Clients Manifest Their Values Into Their Investments
- Assessing the Alignment of Your Plan with Your Clients' Current Securities
- Developing Value-oriented Portfolios for Clients
- What Clients Want From Financial Advisors
https://www.linkedin.com/in/nickcantrell/
https://www.greenfuturewealth.com/
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