EPISODE · Aug 3, 2023 · 28 MIN
Insights from the Experts - Sustainable Financial Planning
from Financial Planner Life Podcast · host Sam Oakes
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations. Ep.88 with Rebecca Kowalski – How client conversations have shifted toward climate change over time. Ep.118 with Jai Street – Having the right mindset within your business to have a positive impact. Ep.90 with Charlotte O’Leary – Investing for the future generation. Ep.120 with Seb Elwell – The climate crisis is everyone’s responsibility This episode is a great way to take a look at how the Financial Planning Profession is helping change the world for the better, and how the future of the industry will be heavily driven by sustainability. As our very own Charlie Scott once said: “If you want to make a change in this world, go to where the money is and start there. That way you’ll have maximum impact from the outset.” 00:00:00 | Intro00:01:43 | Tom Jaffrey00:04:48 | Rebecca Kowalski00:09:53 | Jai Street00:15:10 | Charlotte O'Leary00:21:08 | Seb Elwell00:26:27 | Final thoughtsFinancial 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.
What this episode covers
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations.&...
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Insights from the Experts - Sustainable Financial Planning
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