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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.
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional,...
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a...
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also...