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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.
Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In...
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals...
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals,...