Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path episode artwork

EPISODE · Jan 29, 2021 · 1H 16M

Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path

from Financial Planner Life Podcast · host Sam Oakes

“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm. I 💚 David’s story, a chance viewing of the powerful documentary Cowspiracy completely changed his career path, he sold his practice and decided to be 100% committed to positive impact financial planning, and when you look over some of the stats you can understand why. In a single year, £100,000 invested in an ethical pension could achieve 68 vital medical interventions, 5 households supplied with renewable energy, 94 hours of education, 26 tonnes of CO2 emissions avoided, the equivalent to taking 6 cars off the road! The recent Nordea study also mentions that a lifetime pension savings in positive impact funds have 27x more impact than all other carbon-saving activities in your life combined. We discuss:·       The 50 shades of greenwashing·       how positive impact financial planning builds deeper more meaningful client relationships. ·       Positive Impact Vs Ethical·       Debunking myths around performance and returns.  I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube for extra content about a career within financial  Planning  HIT THAT SUBSCRIBE BUTTON!below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.Financial Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm. I 💚 David’s story, a chance viewing of the powerful documentary Cowspiracy completely changed his career path, he sold his practice...

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Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path

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This episode was published on January 29, 2021.

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“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is...

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