Financial Planner Life Podcast B Corp: Turning Your Financial Planning Business Into a Force for Good
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth.
Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Operating with purpose and turning his business into a force for good.
We talk about
•What it takes to become a B-Corp financial planning firm
•Sustainable financial planning
•How to match your ethics with your career
•The future of financial planning
Keep listening to the end because Seb gives advice he wished he had before starting out in financial planning.
This is a fantastic episode for anyone that wants a career based on great values and ethics.
Enjoy!
Financial Planner Life is sponsored by Redmill Advance
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