EPISODE · Oct 17, 2022 · 27 MIN
#352 James Baird
James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections. James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning: https://www.justinvest.net.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
What this episode covers
James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections. James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning: https://www.justinvest.net.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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#352 James Baird
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