Author name: tristan

https://youtu.be/vvnjs5gpnQ0 Nick Cantrell 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 […]

https://youtu.be/YUn412uT5aQ In this episode Ben Offit , a Certified Financial Planner and principal of Offit Advisors, and Brian discuss: – How To Start Your Own Financial Advisor Firm – Impacting Your Clients for Generations to Come – The Real Risk Is Not Being Ready For When The Market Rebounds – Why You Should Prioritize Helping