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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.
James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions...
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional,...
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...