S1E17 James O'Reilly

In this week's episode, Nathan and Jordan speak with James O'Reilly of Northeast Wealth.  James - a long-time challenger of the standards in financial advice - discusses: The uniquely tantalising idea of Budget night in a house full of financial advisers.  His path to building a practice aligned with his values, beliefs and priorities. The small steps they took as they made the BIG decision to only work with ethically aligned investments. The opportunity financial advisers have ahead of them to intentionally build a practice that leaves a legacy they can be proud of.  The mechanics of helping clients identify their own ethical priorities - and translating them into sensible, useful investment decisions.  James is an outstanding adviser with a powerful, unique perspective on advice, business and life. Tune in to learn more and maybe pick up a few things you can take back into your own practice.  You can find James on LinkedIn, or via the Northeast website.