Is Values Based Investing Making a Comeback? | Inside the Flows Ep. 21

In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI in the Rockies conference, the event brings together financial advisors, industry pioneers, and innovators to explore the future of sustainable and impact investing, share best practices, and discover new opportunities to grow their advisory businesses. The conversation explores what makes this conference unique, from its strong culture of mentorship and collaboration to its focus on practical solutions advisors can bring back to their clients. Iyassu and Gabe also discuss the resurgence of interest in values based investing, how AI is creating new questions around portfolio construction, and why understanding the priorities of the next generation of investors is becoming increasingly important. At its core, Growth for Impact is about more than investment strategies. It's about building a community of advisors who help one another succeed while advancing the future of the profession. Edit---Gabe-Iyassu.txt Growth for Impact Conference Link: https://www.formativefinancial.com/growth-for-impact-conference 00:00 Introduction and Background 02:35 Gabe Rissman's Journey and Mission 06:54 The Role of Financial Advisors 11:04 Building Your Stake and Formative Financial 13:23 Understanding Direct Indexing 17:29 Market Recap and Economic Insights 19:25 The Rising Cost of Living 20:37 Fidelity's New Minimums and Its Impact 23:21 Climate Change and Energy Security 26:13 Behavioral Finance and Values-Based Investing 27:33 Growth for Impact Conference Overview 34:16 The Importance of In-Person Connections 36:01 Future-Proofing Financial Advisory Practices NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 Music licensed through Soundstripe. Code: D1NDSVYGYI8SL4L9