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How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey.
In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in values-aligned and responsible investing and often works with clients with no minimum asset requirement.
What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re...
In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future...
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be...