How Financial Advisors Can Use Proxy Voting As A Service To Level Up

from Modern Financial Advisor · host finservMarketing

Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals. Resources Mentioned In This Episode: MFA Episode featuring Pete Krull of Earthy Equity AdvisorsEngine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company.Simon's article titled "Hearts, Minds, and Votes: Where Smarter Wealth Managers Win" Chapters 00:00 Introduction: Proxy Voting as a Service 06:03 Aligning Portfolios with Values and Goals 10:22 Proxy Voting and Making an Impact 23:04 The Growing Influence of Retail Votes 23:34 The Growing Influence of Retail Investors in Proxy Voting 26:01 Aligning Proxy Voting with Client Values and Goals 28:18 The Importance of Meaningful Conversations with Clients 31:38 Taking Action on Proxy Voting to Deepen Client Relationships

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This episode is 47 minutes long.

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This episode was published on May 17, 2024.

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