Latest / Financial Planner Life Podcast
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutions to their clients. Rebecca tells why this area of financial planning is her main focus, the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.